SIVB

SVB Financial Group
SIVB

Overview Fund Activity
Delisted

SIVB was delisted on the 9th of March, 2023.

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801 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, 289 increasing their positions, 312 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
-69
Holders Change %
-7.93%
% of All Funds
12.68%
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
289
Reduced
312
Closed
136
Calls
$206M
Puts
$392M
Net Calls
-$186M
Net Calls Change
-$126M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.37B
2
ATO
Alecta Tjanstepension Omsesidigt
Sweden
$996M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
$138M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$335M
5
Capital Research Global Investors
Capital Research Global Investors
California
$400M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$185M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$60.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$728M
4
Citadel Advisors
Citadel Advisors
Florida
$6.67M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
701
Baystate Wealth Management
Massachusetts
$50K – – –
TFS
702
TrustCore Financial Services
Tennessee
$45K +$11.3K +20 +33%
OIA
703
Optimum Investment Advisors
Illinois
$45K +$45K +80 New
WOC
704
West Oak Capital
California
$42K – – –
SOW
705
State of Wyoming
Wyoming
$42K +$42K +75 New
GWM
706
Geneos Wealth Management
Colorado
$40K +$20K +36 +100%
FPS
707
Fieldpoint Private Securities
Connecticut
$38K -$447K -799 -92%
GAM
708
Gemmer Asset Management
California
$37K – – –
KFP
709
KB Financial Partners
New Jersey
$37K – – –
T
710
TCWP
Ohio
$37K +$37K +67 New
FDCDDQ
711
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.4K -$108K -193 -75%
AP
712
Arlington Partners
Alabama
$36K – – –
FCG
713
Financial Connections Group
California
$36K – – –
VNA
714
Valley National Advisers
Pennsylvania
$36K +$15.2K +27 +73%
CFO
715
CVA Family Office
Colorado
$34K +$19.8K +35 +140%
HWA
716
HHM Wealth Advisors
Tennessee
$32K – – –
LFG
717
Larson Financial Group
Missouri
$32K – – –
IA
718
IFP Advisors
Florida
$29K -$15.1K -52 -34%
TWA
719
TCI Wealth Advisors
Arizona
$27K +$5.4K +10 +25%
FAG
720
Fortitude Advisory Group
Washington
$26K – – –
Optiver Holding
721
Optiver Holding
Netherlands
$25K +$25K +44 New
SC
722
Seldon Capital
California
$23K – – –
ICM
723
Islay Capital Management
Texas
$22K -$33K -60 -60%
FMB
724
Field & Main Bank
Kentucky
$22K – – –
KPCM
725
Kings Point Capital Management
New York
$22K – – –
27 28
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