We are live on ! Find out more
SIVB

SVB Financial Group

Delisted

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

87 hedge funds and large institutions have $977K invested in SVB Financial Group in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 556 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

86% less funds holding

Funds holding: 64487 (-557)

98% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 556

100% less capital invested

Capital invested by funds: $13.1B → $977K (-$13.1B)

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
87
Holders Change
-557
Holders Change %
-86.49%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
23
Reduced
29
Closed
556
Calls
$77K
Puts
Net Calls
+$77K
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
526
Baldwin Wealth Partners
Massachusetts
-$107K -465 Closed
SIM
527
Sentry Investment Management
Wisconsin
-$91K -396 Closed
FDCDDQ
528
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$88.6K -385 Closed
CBT
529
Central Bank & Trust
Kentucky
-$87.7K -381 Closed
CA
530
Clearstead Advisors
Ohio
-$84.7K -368 Closed
PA
531
Parallel Advisors
California
-$83.8K -364 Closed
EMFAT
532
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$82.8K -360 Closed
LSA
533
Leonteq Securities AG
Switzerland
-$81K -352 Closed
FA
534
Financial Avengers
California
-$80.5K -350 Closed
NSIM
535
North Star Investment Management
Illinois
-$80.5K -350 Closed
BFEC
536
Benjamin F. Edwards & Company
Missouri
-$76K -331 Closed
TH
537
TCTC Holdings
Texas
-$71.8K -312 Closed
ETH
538
Exos TFP Holdings
New York
-$69.5K -302 Closed
PCM
539
Penserra Capital Management
California
-$69K -302 Closed
BAM
540
Belpointe Asset Management
Nevada
-$68.6K -298 Closed
LC
541
Lindbrook Capital
California
-$65.4K -284 Closed
CS
542
Comerica Securities
Michigan
-$62.8K -273 Closed
HGERS
543
Householder Group Estate & Retirement Specialist
Arizona
-$61K -268 Closed
C
544
Covestor
United Kingdom
-$58K -251 Closed
TWM
545
Tradition Wealth Management
Minnesota
-$46K -201 Closed
P8IP
546
Pier 88 Investment Partners
California
-$42.6K -185 Closed
HFM
547
Harvest Fund Management
China
-$39K -178 Closed
RBC
548
Romano Brothers & Co
Illinois
-$41K -178 Closed
PFBT
549
Parkside Financial Bank & Trust
Missouri
-$37.7K -164 Closed
KFI
550
Key Financial Inc
Pennsylvania
-$53.4K -159 Closed

SIVB Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2023, worth a combined $977K — down 100% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 556 funds closed out of SIVB and 10 opened new positions — a net loss of 546 holders — while 29 trimmed existing stakes and 23 added.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $17.7M. The largest seller was Vanguard Group, exiting entirely with an estimated $1.53B sold.

  • 87 institutional investors held SVB Financial Group (SIVB) as of Q1 2023, down from 644 in Q4 2022.
  • Funds reported $977K of SVB Financial Group stock for Q1 2023, down 100% quarter-over-quarter.
  • 10 funds opened new SVB Financial Group positions in Q1 2023 and 556 closed out, a net change of -546 holders.
  • The largest SVB Financial Group buyer in Q1 2023 was Basswood Capital Management, an estimated $17.7M added.
  • The largest SVB Financial Group seller in Q1 2023 was Vanguard Group, an estimated $1.53B sold.

Based on aggregated 13F filings for Q1 2023.