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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
Stifel Financial
151
Stifel Financial
Missouri
$15.1M -$6.06M -9,992 -27%
NAM
152
NorthCrest Asset Manangement
Minnesota
$14.9M +$756K +1,246 +5%
Natixis Advisors
153
Natixis Advisors
Massachusetts
$14.8M -$89.2K -147 -0.6%
RJA
154
Raymond James & Associates
Florida
$14.7M -$450K -742 -3%
BMSSC
155
B. Metzler seel. Sohn & Co
Germany
$14.2M +$13.7M +22,628 +819%
Aviva
156
Aviva
United Kingdom
$14.2M +$3.47M +5,716 +29%
CP
157
Cumberland Partners
Ontario, Canada
$13.8M +$560K +923 +4%
MFWM
158
Motley Fool Wealth Management
Virginia
$13.8M -$246K -405 -2%
IC
159
IEQ Capital
California
$13.4M +$54K +89 +0.4%
UB
160
UMB Bank
Missouri
$13.3M +$861K +1,419 +6%
MCM
161
Moore Capital Management
New York
$13.1M +$14.2M +23,464 New
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$13.1M +$4.59M +7,556 +48%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$12.9M +$246K +406 +2%
FC
164
Full18 Capital
Connecticut
$12.9M +$13.5M +22,314 New
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$12.9M -$70.4K -116 -0.5%
DekaBank Deutsche Girozentrale
166
DekaBank Deutsche Girozentrale
Germany
$12.9M +$1.19M +1,964 +10%
WT
167
Whittier Trust
California
$12.5M +$829K +1,366 +7%
Truist Financial
168
Truist Financial
North Carolina
$12.4M -$2.38M -3,927 -15%
Federated Hermes
169
Federated Hermes
Pennsylvania
$12.3M +$13.1M +21,540 +4,840%
AIM
170
Artemis Investment Management
United Kingdom
$12.2M -$27.3M -44,987 -67%
GC
171
Grimes & Company
Massachusetts
$12.2M +$54K +89 +0.4%
VOYA Investment Management
172
VOYA Investment Management
Georgia
$11.9M -$229K -377 -2%
Aberdeen Group
173
Aberdeen Group
United Kingdom
$11.8M -$7.22M -11,889 -36%
BIA
174
Biondo Investment Advisors
Pennsylvania
$11.8M -$30.3K -50 -0.2%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$11.8M -$4.48M -7,380 -26%

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.