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SIVB

SVB Financial Group

Delisted

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

673 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 243 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $193M | Put options by funds: $161M

4% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 254

10% less funds holding

Funds holding: 749673 (-76)

14% less capital invested

Capital invested by funds: $21.7B → $18.8B (-$2.95B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

52% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 123

Holders
673
Holders Change
-76
Holders Change %
-10.15%
% of All Funds
11.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
59
Increased
243
Reduced
254
Closed
123
Calls
$193M
Puts
$161M
Net Calls
+$31.8M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
551
Alta Advisers
United Kingdom
$67K +$80.5K +200 New
TWM
552
Tradition Wealth Management
Minnesota
$67K +$80.9K +201 New
ARIS
553
Advanced Research Investment Solutions
California
$61K +$73.7K +183 New
QC
554
Quent Capital
New York
$57K +$3.62K +9 +6%
CCM
555
Covington Capital Management
California
$56K
EWM
556
Endurance Wealth Management
Rhode Island
$55K
TFS
557
TrustCore Financial Services
Tennessee
$54K +$32.6K +81 +101%
KFI
558
Key Financial Inc
Pennsylvania
$53K
UIA
559
Ulland Investment Advisors
Minnesota
$52K -$2.6M -6,448 -98%
LC
560
Lindbrook Capital
California
$51K -$9.66K -24 -14%
NIM
561
NuWave Investment Management
New Jersey
$51K +$60.8K +151 New
SWM
562
Spire Wealth Management
Virginia
$50K -$28.2K -70 -32%
PFBT
563
Parkside Financial Bank & Trust
Missouri
$50K +$14.1K +35 +31%
CFG
564
CKW Financial Group
Hawaii
$44K
RTC
565
Riverview Trust Company
Washington
$43K -$36.2K -90 -41%
CFB
566
Cullen/Frost Bankers
Texas
$42K +$9.66K +24 +24%
TLCM
567
Twin Lakes Capital Management
California
$42K +$50.7K +126 New
Bank of Montreal
568
Bank of Montreal
Ontario, Canada
$41.1K +$3.07M +7,621 +7%
HI
569
Harbour Investments
Wisconsin
$41K
UB
570
UMB Bank
Missouri
$38K -$9.04M -22,455 -99%
Federated Hermes
571
Federated Hermes
Pennsylvania
$38K -$10.1K -25 -18%
PTC
572
Private Trust Company
Ohio
$36K +$22.1K +55 +108%
EDRH
573
Edmond de Rothschild Holding
Switzerland
$35K
FDCDDQ
574
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.9K -$345K -856 -89%
LS
575
Livforsakringsbolaget Skandia
Sweden
$34K -$80.5K -200 -67%

SIVB Hedge Fund Activity: Q3 2022 in Review

673 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2022, worth a combined $18.8B — down 14% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of SIVB and 59 opened new positions — a net loss of 64 holders — while 254 trimmed existing stakes and 243 added.

The largest buyer was Artisan Partners, adding an estimated $257M. The largest seller was Swedbank, cutting an estimated $109M.

  • 673 institutional investors held SVB Financial Group (SIVB) as of Q3 2022, down from 749 in Q2 2022.
  • Funds reported $18.8B of SVB Financial Group stock for Q3 2022, down 14% quarter-over-quarter.
  • 59 funds opened new SVB Financial Group positions in Q3 2022 and 123 closed out, a net change of -64 holders.
  • The largest SVB Financial Group buyer in Q3 2022 was Artisan Partners, an estimated $257M added.
  • The largest SVB Financial Group seller in Q3 2022 was Swedbank, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2022.