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SIVB

SVB Financial Group

Delisted

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

87 hedge funds and large institutions have $977K invested in SVB Financial Group in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 556 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

86% less funds holding

Funds holding: 64487 (-557)

98% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 556

100% less capital invested

Capital invested by funds: $13.1B → $977K (-$13.1B)

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
87
Holders Change
-557
Holders Change %
-86.49%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
23
Reduced
29
Closed
556
Calls
$77K
Puts
Net Calls
+$77K
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
76
Invesco
Georgia
-$397M -1,724,702 Closed
Artisan Partners
77
Artisan Partners
Wisconsin
-$374M -1,624,103 Closed
Morgan Stanley
78
Morgan Stanley
New York
-$354M -1,540,231 Closed
Franklin Resources
79
Franklin Resources
California
-$345M -1,500,073 Closed
Geode Capital Management
80
Geode Capital Management
Massachusetts
-$288M -1,251,764 Closed
HL
81
Harding Loevner
New Jersey
-$273M -1,186,039 Closed
Capital World Investors
82
Capital World Investors
California
-$213M -925,165 Closed
Ameriprise
83
Ameriprise
Minnesota
-$201M -873,540 Closed
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
-$172M -746,202 Closed
Renaissance Technologies
85
Renaissance Technologies
New York
-$166M -719,930 Closed
MU
86
Mirova US
Massachusetts
-$165M -718,972 Closed
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
-$163M -709,633 Closed
Northern Trust
88
Northern Trust
Illinois
-$160M -696,079 Closed
AllianceBernstein
89
AllianceBernstein
Tennessee
-$144M -627,390 Closed
APG Asset Management
90
APG Asset Management
Netherlands
-$142M -618,086 Closed
CIP
91
Champlain Investment Partners
Vermont
-$141M -614,253 Closed
Norges Bank
92
Norges Bank
Norway
-$141M -613,190 Closed
Deutsche Bank
93
Deutsche Bank
Germany
-$139M -605,680 Closed
Massachusetts Financial Services
94
Massachusetts Financial Services
Massachusetts
-$124M -539,416 Closed
Neuberger Berman Group
95
Neuberger Berman Group
New York
-$123M -533,289 Closed
Bank of America
96
Bank of America
North Carolina
-$121M -524,878 Closed
Two Sigma Advisers
97
Two Sigma Advisers
New York
-$120M -523,154 Closed
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
-$109M -499,392 Closed
Fisher Asset Management
99
Fisher Asset Management
Washington
-$114M -497,132 Closed
Two Sigma Investments
100
Two Sigma Investments
New York
-$112M -485,620 Closed

SIVB Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2023, worth a combined $977K — down 100% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 556 funds closed out of SIVB and 10 opened new positions — a net loss of 546 holders — while 29 trimmed existing stakes and 23 added.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $17.7M. The largest seller was Vanguard Group, exiting entirely with an estimated $1.53B sold.

  • 87 institutional investors held SVB Financial Group (SIVB) as of Q1 2023, down from 644 in Q4 2022.
  • Funds reported $977K of SVB Financial Group stock for Q1 2023, down 100% quarter-over-quarter.
  • 10 funds opened new SVB Financial Group positions in Q1 2023 and 556 closed out, a net change of -546 holders.
  • The largest SVB Financial Group buyer in Q1 2023 was Basswood Capital Management, an estimated $17.7M added.
  • The largest SVB Financial Group seller in Q1 2023 was Vanguard Group, an estimated $1.53B sold.

Based on aggregated 13F filings for Q1 2023.