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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
CII
651
Capital International Inc
California
-$17.6M -52,279 Closed
CSS
652
Cubist Systematic Strategies
Connecticut
-$9.64M -38,801 Closed
LFDLE
653
La Financiere de L'Echiquier
France
-$11.8M -35,200 Closed
ClearBridge Investments
654
ClearBridge Investments
New York
-$8.54M -25,444 Closed
LGF
655
LGT Group Foundation
Liechtenstein
-$7.38M -21,983 Closed
Qube Research & Technologies (QRT)
656
Qube Research & Technologies (QRT)
United Kingdom
-$7.29M -21,724 Closed
HI
657
Handelsinvest Investeringsforvaltning
Denmark
-$6.35M -18,918 Closed
CI
658
Capital International
California
-$5.84M -17,387 Closed
PCH
659
Polar Capital Holdings
United Kingdom
-$4.41K -13,126 Closed
CIS
660
Capital International Sarl
California
-$3.92M -11,682 Closed
SNB
661
Security National Bank
Nebraska
-$3.51M -10,445 Closed
Mirae Asset Global Investments
662
Mirae Asset Global Investments
South Korea
-$3.37M -10,024 Closed
BCM
663
BTC Capital Management
Iowa
-$3.35M -10,006 Closed
NC
664
NBW Capital
Massachusetts
-$2.73M -8,120 Closed
ERWM
665
Elk River Wealth Management
Colorado
-$2.36M -7,039 Closed
BFA
666
Beaumont Financial Advisors
Massachusetts
-$2.2M -6,540 Closed
VanEck Associates
667
VanEck Associates
New York
-$2.09M -6,227 Closed
PCA
668
Pallas Capital Advisors
Massachusetts
-$1.27M -6,140 Closed
EAMA
669
EFG Asset Management (Americas)
Florida
-$1.98M -5,856 Closed
KWILP
670
Kiwi Wealth Investments Limited Partnership
New Zealand
-$2.07M -5,228 Closed
SG Americas Securities
671
SG Americas Securities
New York
-$1.49M -4,441 Closed
Wolverine Trading
672
Wolverine Trading
Illinois
-$1.1M -4,435 Closed
NW
673
NewEdge Wealth
Pennsylvania
-$1.42M -4,219 Closed
VI
674
Versor Investments
New York
-$1.4M -4,179 Closed
LOAMS
675
Lombard Odier Asset Management (Switzerland)
Switzerland
-$1.38M -4,105 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.