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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
MWM
576
MinichMacGregor Wealth Management
New York
$8.74K +$9.44K +38 New
FMII
577
Farmers & Merchants Investments Inc
Nebraska
$8.52K
WOC
578
West Oak Capital
California
$8K
MWM
579
Mascoma Wealth Management
New Hampshire
$7.59K
BIA
580
Bell Investment Advisors
California
$7.13K +$3.73K +15 +94%
SC
581
Sierra Capital
Florida
$7K -$248 -1 -3%
KFP
582
KB Financial Partners
New Jersey
$6K
HWMA
583
Heritage Wealth Management (Arizona)
Arizona
$5.98K +$3.23K +13 +100%
AP
584
Arlington Partners
Alabama
$5.06K -$10.4K -42 -66%
RA
585
Rise Advisors
New York
$5.06K
HFS
586
Hantz Financial Services
Michigan
$5K -$2.57M -10,346 -100%
CAL
587
Capital Advisors Ltd
Ohio
$5K +$16.6K +67 +2,233%
EARNEST Partners
588
EARNEST Partners
Georgia
$4.83K
CA
589
CoreCap Advisors
Michigan
$4.14K +$4.47K +18 New
JIR
590
James Investment Research
Ohio
$4K -$1.32M -5,331 -100%
FSWA
591
Financial Synergies Wealth Advisors
Texas
$3.91K
MAWCM
592
Mine & Arao Wealth Creation & Management
California
$3.68K
PWMG
593
Prestige Wealth Management Group
New Jersey
$3.68K +$2.73K +11 +220%
BCMLT
594
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.68K +$3.97K +16 New
FRA
595
Front Row Advisors
California
$3K
JWA
596
JFS Wealth Advisors
Pennsylvania
$2.99K -$3.23K -13 -50%
SWA
597
SOA Wealth Advisors
New York
$2.76K -$497 -2 -14%
ME
598
McIlrath & Eck
Washington
$2.76K
DCM
599
Davidson Capital Management
Texas
$2.53K +$994 +4 +57%
RTL
600
Red Tortoise LLC
Georgia
$2.53K +$2.73K +11 New

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.