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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
VCP
726
Vista Capital Partners
Oregon
-$226K -672 Closed
TAM
727
Trust Asset Management
Texas
-$225K -671 Closed
JIC
728
Johnson Investment Counsel
Ohio
-$221K -658 Closed
MC
729
Machina Capital
France
-$220K -654 Closed
M
730
Mirova
France
-$218K -652 Closed
OC
731
Oppenheimer & Co
New York
-$214K -636 Closed
SFI
732
Siemens Fonds Invest
Germany
-$204K -608 Closed
HBT
733
Heartland Bank & Trust
Illinois
-$203K -606 Closed
MYAM
734
Meiji Yasuda Asset Management
Japan
-$203K -606 Closed
PTP
735
Platform Technology Partners
New York
-$201K -600 Closed
YWP
736
YorkBridge Wealth Partners
New York
-$200K -596 Closed
IUHSA
737
Itau Unibanco Holding S.A.
Brazil
-$179K -534 Closed
WWMSC
738
Wagner Wealth Management (South Carolina)
South Carolina
-$134K -400 Closed
MA
739
MUFG Americas
New York
-$74K -220 Closed
TWC
740
TD Waterhouse Canada
Ontario, Canada
-$90.2K -204 Closed
SFO
741
Standard Family Office
South Dakota
-$68K -203 Closed
ARIS
742
Advanced Research Investment Solutions
California
-$61K -183 Closed
PHK
743
Point72 Hong Kong
Hong Kong
-$21K -63 Closed
HWA
744
HHM Wealth Advisors
Tennessee
-$19K -58 Closed
CWC
745
Carolinas Wealth Consulting
North Carolina
-$17K -50 Closed
HNWAG
746
High Net Worth Advisory Group
Florida
-$17K -50 Closed
CT
747
Caldwell Trust
Florida
-$15.1K -45 Closed
ICM
748
Islay Capital Management
Texas
-$13K -40 Closed
PWS
749
Paragon Wealth Strategies
Florida
-$11K -33 Closed
EW
750
Evoke Wealth
California
-$10K -29 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.