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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
Adage Capital Partners
51
Adage Capital Partners
Massachusetts
$96.9M +$56.2M +92,639 +115%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$90.7M +$73.6M +121,275 +297%
RG
53
Rathbones Group
United Kingdom
$89.9M
NAM
54
Nissay Asset Management
Japan
$87.2M +$2.44M +4,019 +3%
Manulife (Manufacturers Life Insurance)
55
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87.1M -$4.51M -7,426 -5%
CS
56
Credit Suisse
Switzerland
$86.9M +$1.03M +1,703 +1%
AI
57
Axiom Investors
Connecticut
$86M +$72.2K +119 +0.1%
SO
58
STRS Ohio
Ohio
$84.3M +$62M +102,093 +210%
Korea Investment Corp
59
Korea Investment Corp
South Korea
$80.3M +$8.08M +13,317 +10%
AQR Capital Management
60
AQR Capital Management
Connecticut
$80.2M -$4.82M -7,946 -5%
Goldman Sachs
61
Goldman Sachs
New York
$73.8M -$9.72M -16,022 -11%
Voloridge Investment Management
62
Voloridge Investment Management
Florida
$73.3M +$41.6M +68,490 +110%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$73.3M -$13.4M -22,008 -14%
SIMG
64
Stephens Investment Management Group
Texas
$72.6M +$1.56M +2,571 +2%
Barclays
65
Barclays
United Kingdom
$71.4M -$15.5M -25,538 -17%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$67.9M -$14.2M -23,319 -16%
CII
67
Capital International Inc
California
$67.6M -$2.74M -4,519 -4%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$66.5M -$3.12M -5,134 -4%
KBC Group
69
KBC Group
Belgium
$66.2M +$14.3M +23,530 +25%
TAM
70
Trillium Asset Management
Massachusetts
$65.2M -$1.53M -2,515 -2%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$64.6M -$10.9M -17,982 -14%
Fidelity International
72
Fidelity International
Bermuda
$64.1M +$21.1M +34,703 +43%
Lord, Abbett & Co
73
Lord, Abbett & Co
New Jersey
$60.4M -$210M -345,264 -76%
CC
74
Chicago Capital
Illinois
$59.1M +$848K +1,397 +1%
AAM
75
Ardevora Asset Management
United Kingdom
$57.6M -$1.09M -1,800 -2%

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.