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SIVB

SVB Financial Group

Delisted

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

673 hedge funds and large institutions have $18.8B invested in SVB Financial Group in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 243 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $193M | Put options by funds: $161M

4% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 254

10% less funds holding

Funds holding: 749673 (-76)

14% less capital invested

Capital invested by funds: $21.7B → $18.8B (-$2.95B)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

52% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 123

Holders
673
Holders Change
-76
Holders Change %
-10.15%
% of All Funds
11.59%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
59
Increased
243
Reduced
254
Closed
123
Calls
$193M
Puts
$161M
Net Calls
+$31.8M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
V
751
Veritable
Delaware
-$205K -518 Closed
FAM
752
Fenimore Asset Management
New York
-$204K -517 Closed
WAS
753
Wealth Advisory Solutions
Indiana
-$204K -516 Closed
MG
754
Mather Group
Illinois
-$201K -510 Closed
HFM
755
Harvest Fund Management
China
-$201K -509 Closed
AP
756
Americana Partners
Texas
-$200K -508 Closed
BL
757
Balentine LLC
Georgia
-$200K -506 Closed
AIM
758
Alphinity Investment Management
Australia
-$192K -486 Closed
WSCM
759
Wellington Shields Capital Management
New York
-$178K -450 Closed
PPWM
760
PFG Private Wealth Management
Florida
-$156K -395 Closed
CMBA
761
C.M. Bidwell & Associates
Hawaii
-$153K -387 Closed
ALAM
762
Asahi Life Asset Management
Japan
-$138K -350 Closed
DCM
763
Dupont Capital Management
Delaware
-$122K -308 Closed
T
764
TOBAM
France
-$120K -303 Closed
ACM
765
Aquatic Capital Management
Illinois
-$79K -200 Closed
WSC
766
Wellington Shields & Co
New York
-$75K -189 Closed
Loomis, Sayles & Company
767
Loomis, Sayles & Company
Massachusetts
-$43K -109 Closed
SWM
768
SeaCrest Wealth Management
New York
-$43K -108 Closed
COCM
769
Charter Oak Capital Management
New Hampshire
-$40K -101 Closed
CI
770
CX Institutional
Indiana
-$24K -60 Closed
FMB
771
Field & Main Bank
Kentucky
-$16K -40 Closed
CA
772
CoreCap Advisors
Michigan
-$10K -26 Closed
FCB
773
First Command Bank
Texas
-$8K -20 Closed
FCFS
774
First Command Financial Services
Texas
-$8K -20 Closed
GIA
775
GHP Investment Advisors
Colorado
-$8K -20 Closed

SIVB Hedge Fund Activity: Q3 2022 in Review

673 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2022, worth a combined $18.8B — down 14% from $21.7B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of SIVB and 59 opened new positions — a net loss of 64 holders — while 254 trimmed existing stakes and 243 added.

The largest buyer was Artisan Partners, adding an estimated $257M. The largest seller was Swedbank, cutting an estimated $109M.

  • 673 institutional investors held SVB Financial Group (SIVB) as of Q3 2022, down from 749 in Q2 2022.
  • Funds reported $18.8B of SVB Financial Group stock for Q3 2022, down 14% quarter-over-quarter.
  • 59 funds opened new SVB Financial Group positions in Q3 2022 and 123 closed out, a net change of -64 holders.
  • The largest SVB Financial Group buyer in Q3 2022 was Artisan Partners, an estimated $257M added.
  • The largest SVB Financial Group seller in Q3 2022 was Swedbank, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2022.