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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
CFB
551
Cullen/Frost Bankers
Texas
$23K -$5.96K -24 -19%
JC
552
JCSD Capital
California
$23K
MCI
553
MRP Capital Investments
Georgia
$23K +$24.8K +100 New
BONH
554
Bank of New Hampshire
New Hampshire
$23K
LS
555
Livforsakringsbolaget Skandia
Sweden
$23K
AWM
556
Abound Wealth Management
Tennessee
$22.1K +$745 +3 +3%
AssetMark Inc
557
AssetMark Inc
California
$20.9K +$5.96K +24 +36%
IA
558
IFP Advisors
Florida
$20K -$5.22K -21 -18%
PPC
559
Park Place Capital
Alabama
$20K +$22.1K +89 New
EC
560
Elequin Capital
New York
$16.6K +$17.9K +72 New
FHA
561
First Horizon Advisors
Tennessee
$16.1K -$994 -4 -5%
FCG
562
Financial Connections Group
California
$15K
SSG
563
Summit Securities Group
New York
$14K -$3.73K -15 -20%
TFS
564
TrustCore Financial Services
Tennessee
$13.8K -$25.1K -101 -63%
LFG
565
Larson Financial Group
Missouri
$13.1K
ZB
566
Zions Bancorporation
Utah
$12.9K +$8.45K +34 +155%
CA
567
Crewe Advisors
Utah
$12K -$1.99K -8 -13%
IGWM
568
ICA Group Wealth Management
Colorado
$12K +$12.9K +52 New
GWM
569
Geneos Wealth Management
Colorado
$11.5K -$2.48K -10 -17%
MS
570
Madden Securities
Texas
$11.5K +$12.4K +50 New
QC
571
Quent Capital
New York
$11.3K -$30.3K -122 -71%
DMKJ
572
David M. Knott Jr
$11K +$1.99K +8 +20%
SC
573
Seldon Capital
California
$9.67K
BLC
574
Brown, Lisle/Cummings
Rhode Island
$9.21K
TAM
575
Tucker Asset Management
Colorado
$8.92K

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.