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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
Ninety One (UK)
101
Ninety One (UK)
United Kingdom
-$105M -458,396 Closed
Voloridge Investment Management
102
Voloridge Investment Management
Florida
-$102M -445,286 Closed
Bank of New York Mellon
103
Bank of New York Mellon
New York
-$102M -442,032 Closed
Aberdeen Group
104
Aberdeen Group
United Kingdom
-$100M -434,710 Closed
Ensign Peak Advisors
105
Ensign Peak Advisors
Utah
-$95.1M -413,220 Closed
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
-$91M -395,401 Closed
Diamond Hill Capital Management
107
Diamond Hill Capital Management
Ohio
-$89M -386,555 Closed
Legal & General Group
108
Legal & General Group
United Kingdom
-$81.2M -352,944 Closed
SSM
109
Sound Shore Management
Connecticut
-$79.7M -346,243 Closed
UBS AM
110
UBS AM
Illinois
-$77.3M -335,779 Closed
Dimensional Fund Advisors
111
Dimensional Fund Advisors
Texas
-$75.2K -326,898 Closed
Charles Schwab
112
Charles Schwab
California
-$74.5M -323,928 Closed
American Century Companies
113
American Century Companies
Missouri
-$73M -317,007 Closed
SP
114
Sarasin & Partners
United Kingdom
-$59.9M -260,449 Closed
ACL
115
Azora Capital LP
Florida
-$56.6M -245,791 Closed
SEI Investments
116
SEI Investments
Pennsylvania
-$55M -239,005 Closed
Amundi
117
Amundi
France
-$59.9M -234,891 Closed
FCM
118
Frontier Capital Management
Massachusetts
-$52.6M -228,344 Closed
N
119
Nuveen
North Carolina
-$51.6M -224,351 Closed
T. Rowe Price Investment Management
120
T. Rowe Price Investment Management
Maryland
-$50.4M -219,188 Closed
PAMS
121
Pictet Asset Management (Switzerland)
Switzerland
-$43.8M -190,475 Closed
Man Group
122
Man Group
United Kingdom
-$43.4M -188,502 Closed
CI Investments Inc
123
CI Investments Inc
Ontario, Canada
-$52.9M -188,373 -100%
Goldman Sachs
124
Goldman Sachs
New York
-$40.7M -176,878 Closed
SI
125
Scout Investments
Missouri
-$40.1M -174,148 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.