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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
EWA
551
EverSource Wealth Advisors
Alabama
-$36.1K -157 Closed
GPI
552
General Partner Inc
Pennsylvania
-$34.8K -151 Closed
UIA
553
Ulland Investment Advisors
Minnesota
-$31K -134 Closed
VNA
554
Valley National Advisers
Pennsylvania
-$32K -128 Closed
GWS
555
Glassman Wealth Services
Virginia
-$29K -126 Closed
TLCM
556
Twin Lakes Capital Management
California
-$29K -126 Closed
CTC
557
Central Trust Company
Missouri
-$27.4K -119 Closed
MCM
558
MV Capital Management
Maryland
-$26K -113 Closed
HI
559
Harbour Investments
Wisconsin
-$24.4K -106 Closed
JC
560
JCSD Capital
California
-$23K -100 Closed
LS
561
Livforsakringsbolaget Skandia
Sweden
-$28.1K -100 Closed
MCI
562
MRP Capital Investments
Georgia
-$23K -100 Closed
AWM
563
Abound Wealth Management
Tennessee
-$22.1K -96 Closed
PPC
564
Park Place Capital
Alabama
-$20K -89 Closed
EC
565
Elequin Capital
New York
-$16.6K -72 Closed
CAL
566
Capital Advisors Ltd
Ohio
-$5K -70 Closed
FHA
567
First Horizon Advisors
Tennessee
-$16.1K -70 Closed
FCG
568
Financial Connections Group
California
-$15K -66 Closed
SSG
569
Summit Securities Group
New York
-$14K -59 Closed
LFG
570
Larson Financial Group
Missouri
-$13.1K -57 Closed
ZB
571
Zions Bancorporation
Utah
-$12.9K -56 Closed
CA
572
Crewe Advisors
Utah
-$12K -52 Closed
IGWM
573
ICA Group Wealth Management
Colorado
-$12K -52 Closed
GWM
574
Geneos Wealth Management
Colorado
-$11.5K -50 Closed
MS
575
Madden Securities
Texas
-$11.5K -50 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.