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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
JFGIW
576
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$332K -$20K -33 -5%
HBT
577
Heartland Bank & Trust
Illinois
$332K -$18.2K -30 -5%
PG
578
Patten Group
Tennessee
$327K +$7.28K +12 +2%
Cerity Partners
579
Cerity Partners
New York
$322K -$9.71K -16 -3%
FTDI
580
First Trust Direct Indexing
Massachusetts
$322K -$7.89K -13 -2%
TAM
581
Trust Asset Management
Texas
$316K +$27.9K +46 +9%
NF
582
NTB Financial
Colorado
$310K
CFB
583
Cullen/Frost Bankers
Texas
$310K +$276K +454 +454%
PCA
584
Peddock Capital Advisors
Massachusetts
$309K
SC
585
Sierra Capital
Florida
$308K -$108K -178 -24%
BHIA
586
Birch Hill Investment Advisors
Massachusetts
$308K
CRCM
587
Corbett Road Capital Management
Virginia
$306K +$7.28K +12 +2%
CIC
588
Chilton Investment Company
Connecticut
$304K
FFA
589
First Foundation Advisors
California
$303K +$101K +166 +44%
PCM
590
Peregrine Capital Management
Minnesota
$301K
SW
591
StrongBox Wealth
Missouri
$299K -$589K -970 -64%
MFW
592
Meristem Family Wealth
Minnesota
$299K -$19.4K -32 -6%
MIC
593
Meridian Investment Counsel
California
$299K
CM
594
Castleark Management
Illinois
$297K -$140K -230 -30%
CI
595
Conning Inc
Connecticut
$297K +$5.46K +9 +2%
RJT
596
Raymond James Trust
Florida
$293K -$2.43K -4 -0.8%
QPWM
597
Quadrant Private Wealth Management
Pennsylvania
$292K +$81.3K +134 +35%
CWM
598
Curi Wealth Management
North Carolina
$290K
FAM
599
Fenimore Asset Management
New York
$289K -$143K -235 -31%
SW
600
SVB Wealth
Massachusetts
$289K +$2.43K +4 +0.8%

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.