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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
LC
676
Lindbrook Capital
California
$100K -$5.46K -9 -5%
MA
677
MUFG Americas
New York
$100K
QCG
678
Quadrant Capital Group
Ohio
$99K +$27.9K +46 +35%
EI
679
Ellevest Inc
New York
$97K +$54.6K +90 +107%
CCM
680
Covington Capital Management
California
$94K
RTC
681
Riverview Trust Company
Washington
$94K +$23.7K +39 +30%
EWM
682
Endurance Wealth Management
Rhode Island
$92K
SFO
683
Standard Family Office
South Dakota
$90K +$97.1K +160 New
KFI
684
Key Financial Inc
Pennsylvania
$89K
Loomis, Sayles & Company
685
Loomis, Sayles & Company
Massachusetts
$87K -$52.2K -86 -36%
CIM
686
Contravisory Investment Management
Massachusetts
$84K -$13.4K -22 -13%
BAM
687
Byrne Asset Management
New Jersey
$84K
QC
688
Quent Capital
New York
$82K -$4.86K -8 -5%
TWC
689
TD Waterhouse Canada
Ontario, Canada
$81.6K
EDRH
690
Edmond de Rothschild Holding
Switzerland
$79K +$10.3K +17 +14%
CFG
691
CKW Financial Group
Hawaii
$72K
KTC
692
Kistler-Tiffany Companies
Pennsylvania
$71K
TLCM
693
Twin Lakes Capital Management
California
$70K
COCM
694
Charter Oak Capital Management
New Hampshire
$68K +$48.6K +80 +190%
PFBT
695
Parkside Financial Bank & Trust
Missouri
$64K -$22.5K -37 -25%
Canada Pension Plan Investment Board
696
Canada Pension Plan Investment Board
Ontario, Canada
$58K -$1.62M -2,661 -96%
Koshinski Asset Management
697
Koshinski Asset Management
Illinois
$57.1K
LWCFA
698
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K
BONH
699
Bank of New Hampshire
New Hampshire
$57K +$61.3K +101 New
TH
700
TCTC Holdings
Texas
$56K

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.