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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
CWM
876
Cornerstone Wealth Management
Missouri
-$407K -601 Closed
RB
877
Renasant Bank
Mississippi
-$380K -561 Closed
1WA
878
180 Wealth Advisors
Washington
-$326K -560 Closed
Simplex Trading
879
Simplex Trading
Illinois
-$315K -519 Closed
PRC
880
Pearl River Capital
Michigan
-$340K -502 Closed
KPWS
881
Kestra Private Wealth Services
Texas
-$331K -488 Closed
B
882
Barings
North Carolina
-$321K -473 Closed
MF
883
Magnetar Financial
Illinois
-$310K -457 Closed
FRM
884
Fox Run Management
Connecticut
-$305K -450 Closed
MPM
885
MBB Public Markets
Illinois
-$293K -432 Closed
EN1L
886
Engine No 1 LLC
California
-$273K -402 Closed
PAG
887
Private Advisory Group
Washington
-$260K -383 Closed
SAM
888
Silvercrest Asset Management
New York
-$249K -367 Closed
IWC
889
Integrated Wealth Concepts
Massachusetts
-$246K -363 Closed
FFG
890
Fortem Financial Group
California
-$240K -354 Closed
SCM
891
Shelton Capital Management
Colorado
-$240K -354 Closed
BTW
892
Boston Trust Walden
Massachusetts
-$237K -350 Closed
BAM
893
Bruderman Asset Management
New York
-$235K -347 Closed
SHGA
894
Sand Hill Global Advisors
California
-$233K -344 Closed
CAN
895
Cetera Advisor Networks
California
-$228K -336 Closed
MCP
896
Mirador Capital Partners
California
-$225K -332 Closed
QC
897
QCM Cayman
Texas
-$225K -332 Closed
LWA
898
Lineweaver Wealth Advisors
Ohio
-$224K -331 Closed
Los Angeles Capital Management
899
Los Angeles Capital Management
California
-$224K -330 Closed
BDF
900
Balasa Dinverno & Foltz
-$219K -323 Closed

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.