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SIVB

SVB Financial Group
SIVB

Delisted

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

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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: 644 → 87 (-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: 4 → 0 (-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

Top Buyers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
+$17.7M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$9.73M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$6.6M
4
BBA
Baader Bank Aktiengesellschaft
Germany
+$4.69M
5
SW
SVB Wealth
Massachusetts
+$3.78M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.53B
2
BlackRock
BlackRock
New York
-$1.1B
3
State Street
State Street
Massachusetts
-$709M
4
JP Morgan Chase
JP Morgan Chase
New York
-$705M
5
ATO
Alecta Tjanstepension Omsesidigt
Sweden
-$606M
Name Holding Trade Value Shares
Change 		Change in
Stake
Sumitomo Mitsui Trust Group
126
Sumitomo Mitsui Trust Group
Japan
– -$39.7M -172,544 Closed
SO
127
STRS Ohio
Ohio
– -$39.4M -171,000 Closed
Swedbank
128
Swedbank
Sweden
– -$39.3M -170,928 Closed
Citadel Advisors
129
Citadel Advisors
Florida
– -$38.2M -166,071 Closed
Wellington Management Group
130
Wellington Management Group
Massachusetts
– -$36.2M -157,098 Closed
Millennium Management
131
Millennium Management
New York
– -$35.1M -152,412 Closed
Federated Hermes
132
Federated Hermes
Pennsylvania
– -$34.1M -148,324 Closed
TAM
133
Trillium Asset Management
Massachusetts
– -$32.5M -141,224 Closed
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
– -$31.3M -135,906 Closed
CS
135
Credit Suisse
Switzerland
– -$30.8M -133,940 Closed
Fidelity Investments
136
Fidelity Investments
Massachusetts
– -$29.2M -126,954 Closed
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
– -$28.6M -124,484 Closed
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
– -$26.6M -115,364 Closed
New York State Common Retirement Fund
139
New York State Common Retirement Fund
New York
– -$26.5M -115,033 Closed
Coatue Management
140
Coatue Management
New York
– -$25.6M -111,447 Closed
Alyeska Investment Group
141
Alyeska Investment Group
Illinois
– -$24.9M -108,281 Closed
HSBC Holdings
142
HSBC Holdings
United Kingdom
– -$24.8M -108,148 Closed
RhumbLine Advisers
143
RhumbLine Advisers
Massachusetts
– -$24.9M -108,138 Closed
CC
144
Chicago Capital
Illinois
– -$23.7M -103,039 Closed
National Pension Service
145
National Pension Service
South Korea
– -$23.2M -100,795 Closed
California State Teachers Retirement System (CalSTRS)
146
California State Teachers Retirement System (CalSTRS)
California
– -$22.8M -99,266 Closed
Squarepoint
147
Squarepoint
New York
– -$22.1M -95,889 Closed
TCM
148
Tran Capital Management
California
– -$21.6M -93,666 Closed
BIM
149
Bridges Investment Management
Nebraska
– -$20.1M -87,433 Closed
Holocene Advisors
150
Holocene Advisors
New York
– -$20M -87,098 Closed
4 5
6
7 8

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.