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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
BAMF
601
BI Asset Management Fondsmaeglerselskab
Denmark
$286K -$1.53M -2,527 -83%
HFM
602
Harvest Fund Management
China
$284K -$138K -228 -31%
SMF
603
Sterling Manor Financial
New York
$284K -$45.5K -75 -13%
AP
604
Americana Partners
Texas
$284K
CCI
605
Credit Capital Investments
New Jersey
$284K +$308K +507 New
AC
606
Avestar Capital
New York
$284K +$308K +508 New
WAS
607
Wealth Advisory Solutions
Indiana
$283K +$307K +506 New
HT
608
Heritage Trust
Oklahoma
$280K
RTS
609
Round Table Services
New Jersey
$280K
MA
610
Menlo Advisors
California
$279K
FMAEN1
611
Fund Management at Engine No 1
California
$278K +$302K +497 New
Lido Advisors
612
Lido Advisors
California
$276K -$231K -380 -43%
ST
613
Smithfield Trust
Pennsylvania
$273K -$1.82K -3 -0.6%
SC
614
Scotia Capital
Ontario, Canada
$272K -$2M -3,291 -87%
EVM
615
Evelyn V. Moreno
$272K +$296K +487 New
S
616
Seeyond
France
$270K -$7.89K -13 -3%
RWB
617
RMR Wealth Builders
New Jersey
$269K +$291K +480 New
UCFA
618
United Capital Financial Advisors
Texas
$267K +$52.2K +86 +22%
BWP
619
Baldwin Wealth Partners
Massachusetts
$266K +$6.07K +10 +2%
SIM
620
Sentry Investment Management
Wisconsin
$265K +$3.64K +6 +1%
CAM
621
Cresset Asset Management
Illinois
$264K -$73.4K -121 -20%
LWAC
622
Laurel Wealth Advisors (California)
California
$259K -$607 -1 -0.2%
OSAM
623
O'Shaughnessy Asset Management
Connecticut
$257K +$46.7K +77 +20%
PCA
624
Personal Capital Advisors
California
$254K -$18.8K -31 -6%
SS
625
Simplicity Solutions
Minnesota
$250K -$382K -630 -59%

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.