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SIVB

SVB Financial Group

Delisted

SIVB was delisted on the 9th of March, 2023.

673 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 243 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $193M | Put options by funds: $161M

4% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 254

10% less funds holding

Funds holding: 749673 (-76)

14% less capital invested

Capital invested by funds: $21.7B → $18.8B (-$2.95B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

52% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 123

Holders
673
Holders Change
-76
Holders Change %
-10.15%
% of All Funds
11.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
59
Increased
243
Reduced
254
Closed
123
Calls
$193M
Puts
$161M
Net Calls
+$31.8M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
626
Bell Investment Advisors
California
$5K -$2.82K -7 -30%
BAM
627
Bellevue Asset Management
Washington
$5K
FRA
628
Front Row Advisors
California
$5K
MAWCM
629
Mine & Arao Wealth Creation & Management
California
$5K
ODG
630
O'Dell Group
Ohio
$5K
MGIM
631
M&G Investment Management
United Kingdom
$4.67K +$5.59M +13,899 New
PCH
632
Polar Capital Holdings
United Kingdom
$4.41K -$1.99M -4,940 -27%
TAIM
633
TD Ameritrade Investment Management
Nebraska
$4K -$1.61K -4 -27%
SWA
634
SOA Wealth Advisors
New York
$4K -$403 -1 -7%
AWM
635
Atticus Wealth Management
Florida
$4K
HWMA
636
Heritage Wealth Management (Arizona)
Arizona
$4K
ME
637
McIlrath & Eck
Washington
$4K
SC
638
Schubert & Co
Texas
$4K +$403 +1 +9%
PAI
639
Pittenger & Anderson Inc
Nebraska
$4K +$1.21K +3 +30%
AA
640
Ancora Advisors
Ohio
$3K
TSW
641
Thompson Siegel & Walmsley
Virginia
$3K
AF
642
Advisornet Financial
Minnesota
$3K +$2.01K +5 +125%
DIP
643
DT Investment Partners
Pennsylvania
$3K +$4.03K +10 New
SN
644
Sittner & Nelson
Oregon
$3K +$4.03K +10 New
VCM
645
Vigilant Capital Management
Maine
$2K -$407K -1,011 -100%
PWMG
646
Prestige Wealth Management Group
New Jersey
$2K -$805 -2 -29%
MA
647
MCF Advisors
Kentucky
$2K
NFSG
648
Newbridge Financial Services Group
Florida
$2K
DCM
649
Davidson Capital Management
Texas
$2K +$1.21K +3 +75%
PI
650
PEAK6 Investments
Illinois
$1K -$4.56M -11,340 -100%

SIVB Hedge Fund Activity: Q3 2022 in Review

673 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2022, worth a combined $18.8B — down 14% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of SIVB and 59 opened new positions — a net loss of 64 holders — while 254 trimmed existing stakes and 243 added.

The largest buyer was Artisan Partners, adding an estimated $257M. The largest seller was Swedbank, cutting an estimated $109M.

  • 673 institutional investors held SVB Financial Group (SIVB) as of Q3 2022, down from 749 in Q2 2022.
  • Funds reported $18.8B of SVB Financial Group stock for Q3 2022, down 14% quarter-over-quarter.
  • 59 funds opened new SVB Financial Group positions in Q3 2022 and 123 closed out, a net change of -64 holders.
  • The largest SVB Financial Group buyer in Q3 2022 was Artisan Partners, an estimated $257M added.
  • The largest SVB Financial Group seller in Q3 2022 was Swedbank, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2022.