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SIVB

SVB Financial Group

Delisted

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

87 hedge funds and large institutions have $977K invested in SVB Financial Group in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 556 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

86% less funds holding

Funds holding: 64487 (-557)

98% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 556

100% less capital invested

Capital invested by funds: $13.1B → $977K (-$13.1B)

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
87
Holders Change
-557
Holders Change %
-86.49%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
23
Reduced
29
Closed
556
Calls
$77K
Puts
Net Calls
+$77K
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
51
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91
Twin Tree Management
52
Twin Tree Management
Texas
$91 +$28.1K +100 New
QC
53
Quent Capital
New York
$74 +$9.27K +33 +67%
EDRH
54
Edmond de Rothschild Holding
Switzerland
$62 -$9.55K -34 -33%
PTC
55
Private Trust Company
Ohio
$51 -$17.7K -63 -53%
TAM
56
Tucker Asset Management
Colorado
$46 +$3.65K +13 +34%
WOC
57
West Oak Capital
California
$32
CFB
58
Cullen/Frost Bankers
Texas
$26 -$19.9K -71 -71%
EARNEST Partners
59
EARNEST Partners
Georgia
$19
AA
60
Ancora Advisors
Ohio
$14 +$1.69K +6 +60%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$13 -$3.7M -13,180 -100%
MPWT
62
MassMutual Private Wealth & Trust
Connecticut
$11 -$30.3K -108 -90%
SWA
63
SOA Wealth Advisors
New York
$11
AssetMark Inc
64
AssetMark Inc
California
$9 -$22.7K -81 -89%
SN
65
Sittner & Nelson
Oregon
$9
RA
66
Rise Advisors
New York
$7 -$3.93K -14 -64%
CFGS
67
Concourse Financial Group Securities
Alabama
$7 +$562 +2 +33%
BWM
68
Baystate Wealth Management
Massachusetts
$4
Russell Investments Group
69
Russell Investments Group
United Kingdom
$1 -$8.84M -31,481 -100%
Canada Pension Plan Investment Board
70
Canada Pension Plan Investment Board
Ontario, Canada
$1 -$28.1K -100 -99%
SVCP
71
Silicon Valley Capital Partners
California
$1 -$1.4K -5 -83%
Vanguard Group
72
Vanguard Group
Pennsylvania
-$1.53B -6,657,712 Closed
BlackRock
73
BlackRock
New York
-$1.1B -4,764,351 Closed
State Street
74
State Street
Massachusetts
-$709M -3,082,695 Closed
ATO
75
Alecta Tjanstepension Omsesidigt
Sweden
-$606M -2,633,100 Closed

SIVB Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2023, worth a combined $977K — down 100% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 556 funds closed out of SIVB and 10 opened new positions — a net loss of 546 holders — while 29 trimmed existing stakes and 23 added.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $17.7M. The largest seller was Vanguard Group, exiting entirely with an estimated $1.53B sold.

  • 87 institutional investors held SVB Financial Group (SIVB) as of Q1 2023, down from 644 in Q4 2022.
  • Funds reported $977K of SVB Financial Group stock for Q1 2023, down 100% quarter-over-quarter.
  • 10 funds opened new SVB Financial Group positions in Q1 2023 and 556 closed out, a net change of -546 holders.
  • The largest SVB Financial Group buyer in Q1 2023 was Basswood Capital Management, an estimated $17.7M added.
  • The largest SVB Financial Group seller in Q1 2023 was Vanguard Group, an estimated $1.53B sold.

Based on aggregated 13F filings for Q1 2023.