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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
VCM
626
Versant Capital Management
Arizona
$921
CTA
627
Colonial Trust Advisors
South Carolina
$921 +$994 +4 New
EE
628
EWG Elevate
California
$921 +$994 +4 New
MA
629
Montag & Associates
Georgia
$921 +$994 +4 New
MPCL
630
My Personal CFO LLC
Washington
$921 +$994 +4 New
BWM
631
BerganKDV Wealth Management
Minnesota
$690
BBPWM
632
Blue Bell Private Wealth Management
Pennsylvania
$690
CSPIA
633
Cary Street Partners Investment Advisory
Virginia
$690 +$745 +3 New
SSB
634
Sandy Spring Bank
Maryland
$690 +$745 +3 New
PO
635
Private Ocean
California
$461 +$497 +2 New
AA
636
Addison Advisors
Vermont
$460
Kayne Anderson Rudnick Investment Management
637
Kayne Anderson Rudnick Investment Management
California
$460
NMG
638
New Millennium Group
Utah
$460
AWM
639
Avior Wealth Management
Nebraska
$460 +$248 +1 +100%
PMFA
640
Plante Moran Financial Advisors
Michigan
$230 +$248 +1 New
WWM
641
Wolff Wiese Magana
California
$230 +$248 +1 New
Capital International Investors
642
Capital International Investors
California
-$844M -2,513,490 Closed
Capital Research Global Investors
643
Capital Research Global Investors
California
-$654M -1,947,234 Closed
AI
644
Axiom Investors
Connecticut
-$89.1M -265,315 Closed
Boston Partners
645
Boston Partners
Massachusetts
-$58.6M -174,759 Closed
RG
646
Rathbones Group
United Kingdom
-$53.8M -160,145 Closed
SIMG
647
Stephens Investment Management Group
Texas
-$42.1M -125,425 Closed
AIM
648
Artemis Investment Management
United Kingdom
-$40.9M -121,709 Closed
QC
649
Quadrature Capital
United Kingdom
-$26.2M -78,022 Closed
CGPCS
650
Capital Group Private Client Services
California
-$20.6M -61,206 Closed

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.