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SIVB

SVB Financial Group

Delisted

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

644 hedge funds and large institutions have $13.1B invested in SVB Financial Group in 2022 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 263 increasing their positions, 196 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 196

4% less funds holding

Funds holding: 673644 (-29)

12% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 127

30% less capital invested

Capital invested by funds: $18.8B → $13.1B (-$5.66B)

41% less call options, than puts

Call options by funds: $180M | Put options by funds: $304M

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
644
Holders Change
-29
Holders Change %
-4.31%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
112
Increased
263
Reduced
196
Closed
127
Calls
$180M
Puts
$304M
Net Calls
-$124M
Net Calls Change
-$156M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
126
Winslow Asset Management
Ohio
$8.63M +$353K +1,421 +4%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$8.61M +$994K +4,001 +12%
JCM
128
Junto Capital Management
New York
$8.53M +$9.21M +37,074 New
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$8.42M +$462K +1,861 +5%
JMPWA
130
JP Morgan Private Wealth Advisors
California
$8.36M -$19.4M -78,122 -68%
BAAM
131
Baker Avenue Asset Management
California
$8.26M -$547K -2,204 -6%
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$7.95M +$541K +2,177 +7%
Rafferty Asset Management
133
Rafferty Asset Management
New York
$7.88M +$1.43M +5,743 +20%
Chevy Chase Trust
134
Chevy Chase Trust
Maryland
$7.82M -$517K -2,080 -6%
IC
135
IEQ Capital
California
$7.73M +$2.07M +8,350 +33%
RIP
136
Rhino Investment Partners
Pennsylvania
$7.7M +$8.31M +33,450 New
First Trust Advisors
137
First Trust Advisors
Illinois
$7.66M +$6.07M +24,430 +276%
KBC Group
138
KBC Group
Belgium
$7.63M -$7.67M -30,871 -48%
Toronto Dominion Bank
139
Toronto Dominion Bank
Ontario, Canada
$7.42M +$1.58M +6,354 +25%
Russell Investments Group
140
Russell Investments Group
United Kingdom
$7.28M -$205K -824 -3%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$7.25M +$127K +513 +2%
BC
142
Brookfield Corp
Ontario, Canada
$7.12M +$7.68M +30,927 New
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.07M -$1.51M -6,085 -17%
Robeco Institutional Asset Management
144
Robeco Institutional Asset Management
Netherlands
$7.04M +$1.67M +6,712 +28%
AAMU
145
AEGON Asset Management (UK)
United Kingdom
$7M -$7.81M -31,430 -51%
Walleye Capital
146
Walleye Capital
New York
$6.91M +$7.46M +30,044 New
PCM
147
Portolan Capital Management
Massachusetts
$6.82M +$7.37M +29,654 New
BA
148
Bridgewater Associates
Connecticut
$6.81M +$3.29M +13,253 +81%
Natixis Advisors
149
Natixis Advisors
Massachusetts
$6.75M +$1.66M +6,701 +30%
MSV
150
MN Services Vermogensbeheer
Netherlands
$6.61M -$919K -3,700 -11%

SIVB Hedge Fund Activity: Q4 2022 in Review

644 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2022, worth a combined $13.1B — down 30% from $18.8B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of SIVB and 112 opened new positions — a net loss of 15 holders — while 196 trimmed existing stakes and 263 added.

The largest buyer was Invesco, adding an estimated $265M. The largest seller was Capital International Investors, exiting entirely with an estimated $844M sold.

  • 644 institutional investors held SVB Financial Group (SIVB) as of Q4 2022, down from 673 in Q3 2022.
  • Funds reported $13.1B of SVB Financial Group stock for Q4 2022, down 30% quarter-over-quarter.
  • 112 funds opened new SVB Financial Group positions in Q4 2022 and 127 closed out, a net change of -15 holders.
  • The largest SVB Financial Group buyer in Q4 2022 was Invesco, an estimated $265M added.
  • The largest SVB Financial Group seller in Q4 2022 was Capital International Investors, an estimated $844M sold.

Based on aggregated 13F filings for Q4 2022.