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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$185M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$60.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$728M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.67M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
751
Bedel Financial Consulting
Indiana
$11K +$11K +19 New
FCB
752
First Command Bank
Texas
$11K +$11K +20 New
MCM
753
MV Capital Management
Maryland
$10K +$556 +1 +6%
MAWCM
754
Mine & Arao Wealth Creation & Management
California
$9K – – –
FMP
755
Financial Management Professionals
Texas
$9K +$563 +1 +7%
LCM
756
Logan Capital Management
Pennsylvania
$8K -$12.3K -23 -61%
FRA
757
Front Row Advisors
California
$8K – – –
CWC
758
Carolinas Wealth Consulting
North Carolina
$8K – – –
HNWAG
759
High Net Worth Advisory Group
Florida
$8K – – –
JWA
760
JFS Wealth Advisors
Pennsylvania
$8K +$1.6K +3 +25%
ME
761
McIlrath & Eck
Washington
$7K – – –
BAM
762
Bellevue Asset Management
Washington
$7K +$3.77K +7 +117%
CAC
763
Core Alternative Capital
Georgia
$7K +$5.25K +9 +300%
HWMA
764
Heritage Wealth Management (Arizona)
Arizona
$7K +$7K +13 New
PFS
765
Prospera Financial Services
Texas
$6K -$2.74M -4,567 -100%
LPWM
766
Lake Point Wealth Management
Texas
$6K – – –
TSW
767
Thompson Siegel & Walmsley
Virginia
$6K – – –
AA
768
Ancora Advisors
Ohio
$6K – – –
RA
769
Rise Advisors
New York
$6K – – –
TCWA
770
Ten Capital Wealth Advisors
Washington
$6K +$3.6K +6 +150%
PFGIA
771
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$4.2K +7 +233%
AWM
772
Atticus Wealth Management
Florida
$6K +$6K +10 New
PAI
773
Pittenger & Anderson Inc
Nebraska
$5K – – –
CI
774
Cordant Inc
Oregon
$5K +$5K +9 New
CWP
775
Concord Wealth Partners
Virginia
$4K – – –
29 30
31
32 33