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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
MW
701
Milestone Wealth
New York
$54K
PCG
702
Private Capital Group
Connecticut
$52K +$1.82K +3 +3%
SWA
703
SOA Wealth Advisors
New York
$51K
BWM
704
Baystate Wealth Management
Massachusetts
$50K
TFS
705
TrustCore Financial Services
Tennessee
$45K +$12.1K +20 +33%
OIA
706
Optimum Investment Advisors
Illinois
$45K +$48.6K +80 New
WOC
707
West Oak Capital
California
$42K
SOW
708
State of Wyoming
Wyoming
$42K +$45.5K +75 New
GWM
709
Geneos Wealth Management
Colorado
$40K +$21.8K +36 +100%
FPS
710
Fieldpoint Private Securities
Connecticut
$38K -$485K -799 -92%
GAM
711
Gemmer Asset Management
California
$37K
KFP
712
KB Financial Partners
New Jersey
$37K
T
713
TCWP
Ohio
$37K +$40.7K +67 New
FDCDDQ
714
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.4K -$117K -193 -75%
AP
715
Arlington Partners
Alabama
$36K
FCG
716
Financial Connections Group
California
$36K
VNA
717
Valley National Advisers
Pennsylvania
$36K +$16.4K +27 +73%
CFO
718
CVA Family Office
Colorado
$34K +$21.2K +35 +140%
HWA
719
HHM Wealth Advisors
Tennessee
$32K
LFG
720
Larson Financial Group
Missouri
$32K
IA
721
IFP Advisors
Florida
$29K -$31.6K -52 -34%
TWA
722
TCI Wealth Advisors
Arizona
$27K +$6.07K +10 +25%
FAG
723
Fortitude Advisory Group
Washington
$26K
CT
724
Caldwell Trust
Florida
$25.2K
Optiver Holding
725
Optiver Holding
Netherlands
$25K +$26.7K +44 New

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.