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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
KIA
676
KCM Investment Advisors
California
-$1.27M -3,786 Closed
Simplex Trading
677
Simplex Trading
Illinois
-$912K -3,671 Closed
N
678
Natixis
France
-$1.22M -3,638 Closed
ECM
679
ExodusPoint Capital Management
New York
-$1.07M -3,189 Closed
UCFA
680
United Capital Financial Advisors
Texas
-$1.03M -3,057 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
681
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$974K -2,900 Closed
Capstone Investment Advisors
682
Capstone Investment Advisors
New York
-$720K -2,898 Closed
ACM
683
AlphaCrest Capital Management
New York
-$945K -2,814 Closed
MMC
684
Mizuho Markets Cayman
Cayman Islands
-$937K -2,792 Closed
CM
685
Capula Management
Cayman Islands
-$826K -2,460 Closed
RHP
686
Royal Harbor Partners
Texas
-$798K -2,377 Closed
Point72 Asset Management
687
Point72 Asset Management
Connecticut
-$772K -2,300 Closed
HWM
688
Hohimer Wealth Management
Washington
-$756K -2,252 Closed
DA
689
Duality Advisers
Florida
-$734K -2,185 Closed
CCM
690
Community Capital Management
Florida
-$663K -1,975 Closed
SPP
691
Single Point Partners
Massachusetts
-$204K -1,829 Closed
AG
692
AIA Group
Hong Kong
-$603K -1,795 Closed
ECM
693
Everence Capital Management
Indiana
-$534K -1,590 Closed
CWP
694
CFM Wealth Partners
Texas
-$479K -1,426 Closed
SEC
695
Seven Eight Capital
New York
-$472K -1,405 Closed
SI
696
Stephens Inc
Arkansas
-$467K -1,392 Closed
SWM
697
Segment Wealth Management
Texas
-$459K -1,367 Closed
IAA
698
Independent Advisor Alliance
North Carolina
-$428K -1,274 Closed
MC
699
Moors & Cabot
Massachusetts
-$419K -1,249 Closed
DZ Bank
700
DZ Bank
Germany
-$405K -1,206 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.