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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
SC
576
Seldon Capital
California
-$9.67K -42 Closed
BLC
577
Brown, Lisle/Cummings
Rhode Island
-$9.21K -40 Closed
MWM
578
MinichMacGregor Wealth Management
New York
-$8.74K -38 Closed
FMII
579
Farmers & Merchants Investments Inc
Nebraska
-$8.52K -37 Closed
MWM
580
Mascoma Wealth Management
New Hampshire
-$7.59K -33 Closed
BIA
581
Bell Investment Advisors
California
-$7.13K -31 Closed
SC
582
Sierra Capital
Florida
-$7K -29 Closed
KFP
583
KB Financial Partners
New Jersey
-$6K -25 Closed
AP
584
Arlington Partners
Alabama
-$5.06K -22 Closed
JIR
585
James Investment Research
Ohio
-$4K -18 Closed
FSWA
586
Financial Synergies Wealth Advisors
Texas
-$3.91K -17 Closed
BCMLT
587
Beacon Capital Management LLC (Tennessee)
Tennessee
-$3.68K -16 Closed
MAWCM
588
Mine & Arao Wealth Creation & Management
California
-$3.68K -16 Closed
PWMG
589
Prestige Wealth Management Group
New Jersey
-$3.68K -16 Closed
JWA
590
JFS Wealth Advisors
Pennsylvania
-$2.99K -13 Closed
ME
591
McIlrath & Eck
Washington
-$2.76K -12 Closed
DCM
592
Davidson Capital Management
Texas
-$2.53K -11 Closed
RTL
593
Red Tortoise LLC
Georgia
-$2.53K -11 Closed
CAC
594
Core Alternative Capital
Georgia
-$2.3K -10 Closed
DIP
595
DT Investment Partners
Pennsylvania
-$2.3K -10 Closed
TWA
596
TCI Wealth Advisors
Arizona
-$2.3K -10 Closed
TSW
597
Thompson Siegel & Walmsley
Virginia
-$2K -10 Closed
AAG
598
Armstrong Advisory Group
Massachusetts
-$2.07K -9 Closed
SC
599
Schubert & Co
Texas
-$2.07K -9 Closed
HFS
600
Hantz Financial Services
Michigan
-$2.25K -8 -38%

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.