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SIVB

SVB Financial Group

Delisted

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

805 hedge funds and large institutions have $29.7B invested in SVB Financial Group in 2022 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 292 increasing their positions, 312 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

6% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 312

8% less funds holding

Funds holding: 874805 (-69)

16% less capital invested

Capital invested by funds: $35.5B → $29.7B (-$5.82B)

45% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 136

47% less call options, than puts

Call options by funds: $206M | Put options by funds: $392M

Holders
805
Holders Change
-69
Holders Change %
-7.89%
% of All Funds
12.7%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
75
Increased
292
Reduced
312
Closed
136
Calls
$206M
Puts
$392M
Net Calls
-$186M
Net Calls Change
-$126M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
551
Alphinity Investment Management
Australia
$387K -$14K -23 -3%
XT
552
XTX Topco
Cayman Islands
$387K +$420K +692 New
WEG
553
World Equity Group
Illinois
$385K +$418K +688 New
DWA
554
Douglass Winthrop Advisors
New York
$379K
VCP
555
Vista Capital Partners
Oregon
$376K
SPIA
556
Steward Partners Investment Advisory
New York
$374K -$31.6K -52 -7%
Brown Advisory
557
Brown Advisory
Maryland
$373K +$10.3K +17 +3%
AC
558
Arjuna Capital
North Carolina
$370K -$401K -660 -50%
SFFS
559
Stonehage Fleming Financial Services
Jersey
$369K
ACM
560
Anfield Capital Management
California
$369K +$401K +660 New
GCP
561
GSA Capital Partners
United Kingdom
$368K +$399K +657 New
SCM
562
Stevens Capital Management
Pennsylvania
$365K -$2.07M -3,406 -84%
BAM
563
Blueshift Asset Management
New Jersey
$365K -$706K -1,163 -64%
PSUF
564
People's United Financial
Connecticut
$359K -$4.9M -8,069 -93%
SIA
565
Schechter Investment Advisors
Michigan
$357K +$57K +94 +17%
DA
566
Duality Advisers
Florida
$351K +$381K +628 New
MYAM
567
Meiji Yasuda Asset Management
Japan
$350K -$42.5K -70 -10%
SF
568
Synovus Financial
Georgia
$345K
KeyBank National Association
569
KeyBank National Association
Ohio
$341K -$1.08M -1,785 -75%
CTC
570
Central Trust Company
Missouri
$341K +$2.43K +4 +0.7%
SFI
571
Siemens Fonds Invest
Germany
$340K
PTP
572
Platform Technology Partners
New York
$339K
LS
573
Livforsakringsbolaget Skandia
Sweden
$336K
ACM
574
Aquatic Capital Management
Illinois
$336K +$364K +600 New
YWP
575
YorkBridge Wealth Partners
New York
$333K

SIVB Hedge Fund Activity: Q1 2022 in Review

805 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2022, worth a combined $29.7B — down 16% from $35.5B a quarter earlier.

Sellers outnumbered buyers: 136 funds closed out of SIVB and 75 opened new positions — a net loss of 61 holders — while 312 trimmed existing stakes and 292 added.

The largest buyer was Capital International Investors, adding an estimated $325M. The largest seller was Fidelity Investments, cutting an estimated $281M.

  • 805 institutional investors held SVB Financial Group (SIVB) as of Q1 2022, down from 874 in Q4 2021.
  • Funds reported $29.7B of SVB Financial Group stock for Q1 2022, down 16% quarter-over-quarter.
  • 75 funds opened new SVB Financial Group positions in Q1 2022 and 136 closed out, a net change of -61 holders.
  • The largest SVB Financial Group buyer in Q1 2022 was Capital International Investors, an estimated $325M added.
  • The largest SVB Financial Group seller in Q1 2022 was Fidelity Investments, an estimated $281M sold.

Based on aggregated 13F filings for Q1 2022.