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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
NRS
651
Neville Rodie & Shaw
New York
$219K
CA
652
Clearstead Advisors
Ohio
$218K +$13.4K +22 +6%
RIA
653
Realta Investment Advisors
Delaware
$216K -$2.43K -4 -1%
TI
654
Tidal Investments
Wisconsin
$214K -$904K -1,490 -80%
CGL
655
Clarius Group LLC
Washington
$212K
C
656
Certuity
Florida
$209K +$607 +1 +0.3%
SC
657
Saybrook Capital
North Carolina
$208K
QIM
658
Quantitative Investment Management
Virginia
$204K -$529K -871 -70%
OC
659
Oppenheimer & Co
New York
$202K -$1.52M -2,511 -87%
JSW
660
Journey Strategic Wealth
New Jersey
$202K +$5.46K +9 +3%
TIA
661
Tiemann Investment Advisors
California
$199K -$69.2K -114 -24%
FA
662
Financial Avengers
California
$196K
NSIM
663
North Star Investment Management
Illinois
$196K
BFEC
664
Benjamin F. Edwards & Company
Missouri
$195K +$12.7K +21 +6%
Carson Wealth (CWM LLC)
665
Carson Wealth (CWM LLC)
Nebraska
$194K +$123K +202 +140%
PCM
666
Penserra Capital Management
California
$148K +$9.71K +16 +6%
PA
667
Parallel Advisors
California
$145K -$74K -122 -32%
APA
668
American Portfolios Advisors
New York
$144K -$40.1K -66 -20%
National Bank of Canada
669
National Bank of Canada
Quebec, Canada
$143K -$391K -645 -72%
ED
670
Exane Derivatives
France
$136K +$31K +51 +27%
CSS
671
Cubist Systematic Strategies
Connecticut
$126K -$16.2M -26,649 -99%
GCS
672
Gordian Capital (Singapore)
Singapore
$123K +$121K +200 +2,000%
SMFG
673
Sumitomo Mitsui Financial Group
Japan
$120K -$19.4K -32 -13%
CF
674
Centaurus Financial
California
$110K -$234K -385 -66%
Macquarie Group
675
Macquarie Group
Australia
$103K -$73.7M -121,407 -40%

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.