We are live on ! Find out more
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
TSS
901
Two Sigma Securities
New York
-$217K -320 Closed
GBT
902
Grove Bank & Trust
Florida
-$212K -313 Closed
TC
903
TownSquare Capital
Utah
-$212K -312 Closed
RCG
904
Regatta Capital Group
California
-$208K -306 Closed
AA
905
Aufman Associates
Pennsylvania
-$203K -300 Closed
JDR
906
Jay D. Rosenbaum
-$203K -300 Closed
SL
907
Summitry LLC
California
-$203K -300 Closed
JWCA
908
J.W. Cole Advisors
Florida
-$201K -296 Closed
GA
909
GraniteShares Advisors
New York
-$182K -269 Closed
NC
910
NewSquare Capital
Pennsylvania
-$180K -265 Closed
MUMSS
911
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$178K -262 Closed
IAIM
912
Industrial Alliance Investment Management
Quebec, Canada
-$170K -250 Closed
BAM
913
Belpointe Asset Management
Nevada
-$140K -206 Closed
NIM
914
NuWave Investment Management
New Jersey
-$134K -198 Closed
PPWM
915
PFG Private Wealth Management
Florida
-$93K -137 Closed
Walleye Trading
916
Walleye Trading
New York
-$74.7K -123 Closed
ACM
917
Absolute Capital Management
Pennsylvania
-$33.2K -49 Closed
MP
918
McDonald Partners
Ohio
-$33.2K -49 Closed
Bank Julius Baer & Co
919
Bank Julius Baer & Co
Switzerland
-$32K -47 Closed
AWA
920
Amplius Wealth Advisors
Pennsylvania
-$24K -36 Closed
CH
921
Canton Hathaway
Rhode Island
-$24K -36 Closed
CA
922
Cornerstone Advisory
Maryland
-$22K -32 Closed
EPM
923
Equitec Proprietary Markets
Illinois
-$20K -29 Closed
IPW
924
IronBridge Private Wealth
Texas
-$17K -25 Closed
MIM
925
Macroview Investment Management
Maryland
-$16K -23 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.