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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
TWA
601
TCI Wealth Advisors
Arizona
$2.3K -$16.1K -65 -87%
CAC
602
Core Alternative Capital
Georgia
$2.3K -$1.99K -8 -44%
DIP
603
DT Investment Partners
Pennsylvania
$2.3K
SN
604
Sittner & Nelson
Oregon
$2.3K
SC
605
Schubert & Co
Texas
$2.07K -$745 -3 -25%
AAG
606
Armstrong Advisory Group
Massachusetts
$2.07K +$2.24K +9 New
AA
607
Ancora Advisors
Ohio
$2K
TSW
608
Thompson Siegel & Walmsley
Virginia
$2K
SIC
609
SJS Investment Consulting
Ohio
$1.61K +$994 +4 +133%
CWP
610
Concord Wealth Partners
Virginia
$1.61K +$1.74K +7 New
SVCP
611
Silicon Valley Capital Partners
California
$1.42K -$208K -839 -99%
MA
612
MCF Advisors
Kentucky
$1.38K
DI
613
Disciplined Investments
Oklahoma
$1.38K +$497 +2 +50%
USCWA
614
U.S. Capital Wealth Advisors
Texas
$1.38K +$1.49K +6 New
CFGS
615
Concourse Financial Group Securities
Alabama
$1.38K +$1.24K +5 +500%
AAP
616
Arax Advisory Partners
Colorado
$1.15K +$1.24K +5 New
FA
617
Fiduciary Alliance
South Carolina
$1.15K +$1.24K +5 New
HCP
618
Hexagon Capital Partners
Arkansas
$1.15K +$1.24K +5 New
TCA
619
Trifecta Capital Advisors
Illinois
$1.15K +$1.24K +5 New
AWM
620
Accurate Wealth Management
Florida
$1.01K +$994 +4 New
TAIM
621
TD Ameritrade Investment Management
Nebraska
$1K -$1.74K -7 -64%
BWM
622
Baystate Wealth Management
Massachusetts
$1K
GCS
623
Gordian Capital (Singapore)
Singapore
$1K
ANBT
624
American National Bank & Trust
Texas
$1K +$248 +1 New
Jones Financial Companies
625
Jones Financial Companies
Missouri
$1K +$994 +4 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.