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SIVB

SVB Financial Group

Delisted

SIVB was delisted on the 9th of March, 2023.

644 hedge funds and large institutions have $13.1B invested in SVB Financial Group in 2022 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 263 increasing their positions, 196 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 196

4% less funds holding

Funds holding: 673644 (-29)

12% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 127

30% less capital invested

Capital invested by funds: $18.8B → $13.1B (-$5.66B)

41% less call options, than puts

Call options by funds: $180M | Put options by funds: $304M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
644
Holders Change
-29
Holders Change %
-4.31%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
112
Increased
263
Reduced
196
Closed
127
Calls
$180M
Puts
$304M
Net Calls
-$124M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
526
Tradition Wealth Management
Minnesota
$46K
P8IP
527
Pier 88 Investment Partners
California
$42.6K -$370K -1,490 -89%
RBC
528
Romano Brothers & Co
Illinois
$41K +$44.2K +178 New
HFM
529
Harvest Fund Management
China
$39K +$44.2K +178 New
EWM
530
Endurance Wealth Management
Rhode Island
$38K
PFBT
531
Parkside Financial Bank & Trust
Missouri
$37.7K +$3.97K +16 +11%
EWA
532
EverSource Wealth Advisors
Alabama
$36.1K +$25.8K +104 +196%
GPI
533
General Partner Inc
Pennsylvania
$34.8K +$37.5K +151 New
WAM
534
Worth Asset Management
Texas
$34.5K +$37.3K +150 New
VNA
535
Valley National Advisers
Pennsylvania
$32K +$6.46K +26 +25%
UIA
536
Ulland Investment Advisors
Minnesota
$31K -$4.97K -20 -13%
CFG
537
CKW Financial Group
Hawaii
$30K
TLCM
538
Twin Lakes Capital Management
California
$29K
GWS
539
Glassman Wealth Services
Virginia
$29K +$15.9K +64 +103%
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$28K +$24.8K +100 +500%
CTC
541
Central Trust Company
Missouri
$27.4K -$122K -490 -80%
PTC
542
Private Trust Company
Ohio
$27K +$3.23K +13 +12%
MCM
543
MV Capital Management
Maryland
$26K +$17.6K +71 +169%
BTI
544
Blue Trust Inc
Georgia
$26K +$13.9K +56 +243%
SWM
545
Spire Wealth Management
Virginia
$25K -$9.69K -39 -26%
UB
546
UMB Bank
Missouri
$25K -$745 -3 -3%
HI
547
Harbour Investments
Wisconsin
$24.4K +$497 +2 +2%
EDRH
548
Edmond de Rothschild Holding
Switzerland
$23.7K
Canada Pension Plan Investment Board
549
Canada Pension Plan Investment Board
Ontario, Canada
$23.2K -$24.8K -100 -50%
LWCFA
550
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23.2K

SIVB Hedge Fund Activity: Q4 2022 in Review

644 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2022, worth a combined $13.1B — down 30% from $18.8B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of SIVB and 112 opened new positions — a net loss of 15 holders — while 196 trimmed existing stakes and 263 added.

The largest buyer was Invesco, adding an estimated $265M. The largest seller was Capital International Investors, exiting entirely with an estimated $844M sold.

  • 644 institutional investors held SVB Financial Group (SIVB) as of Q4 2022, down from 673 in Q3 2022.
  • Funds reported $13.1B of SVB Financial Group stock for Q4 2022, down 30% quarter-over-quarter.
  • 112 funds opened new SVB Financial Group positions in Q4 2022 and 127 closed out, a net change of -15 holders.
  • The largest SVB Financial Group buyer in Q4 2022 was Invesco, an estimated $265M added.
  • The largest SVB Financial Group seller in Q4 2022 was Capital International Investors, an estimated $844M sold.

Based on aggregated 13F filings for Q4 2022.