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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
NAM
151
Nissay Asset Management
Japan
$6.52M -$9.96M -40,118 -59%
LPL Financial
152
LPL Financial
California
$6.46M +$183K +736 +3%
NAM
153
NorthCrest Asset Manangement
Minnesota
$6.32M -$114K -457 -2%
Treasurer of the State of North Carolina
154
Treasurer of the State of North Carolina
North Carolina
$6.06M -$194K -780 -3%
GC
155
Guggenheim Capital
Illinois
$5.92M +$4.11M +16,545 +180%
Victory Capital Management
156
Victory Capital Management
Texas
$5.79M -$108M -436,055 -95%
MFAM
157
Motley Fool Asset Management
Virginia
$5.7M -$237K -955 -4%
BIA
158
Biondo Investment Advisors
Pennsylvania
$5.7M -$23.8K -96 -0.4%
MFWM
159
Motley Fool Wealth Management
Virginia
$5.59M -$71.5K -288 -1%
Group One Trading
160
Group One Trading
Illinois
$5.53M +$5.6M +22,561 +1,535%
Asset Management One
161
Asset Management One
Japan
$5.48M -$1.28M -5,141 -18%
GT
162
Glenmede Trust
Pennsylvania
$5.38M -$3.36M -13,513 -37%
GC
163
Grimes & Company
Massachusetts
$5.35M +$173K +695 +3%
NIG
164
NFJ Investment Group
Texas
$4.98M +$5.37M +21,638 New
ACM
165
Advisors Capital Management
New Jersey
$4.96M +$5.36M +21,572 New
RJA
166
Raymond James & Associates
Florida
$4.85M -$5.41M -21,781 -51%
MLL
167
Moody Lynn & Lieberson
Massachusetts
$4.82M -$2.28M -9,190 -31%
Korea Investment Corp
168
Korea Investment Corp
South Korea
$4.62M -$23.2M -93,474 -82%
WC
169
Westwind Capital
New Mexico
$4.57M -$79.5K -320 -2%
Stifel Financial
170
Stifel Financial
Missouri
$4.51M -$4.07M -16,377 -46%
CWM
171
CIBC World Markets
New York
$4.5M +$2.43M +9,800 +100%
Caisse de Depot et Placement du Quebec (CDPQ)
172
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.48M +$1.81M +7,300 +60%
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$4.41M +$810K +3,260 +20%
WT
174
Whittier Trust
California
$4.39M -$1.13M -4,564 -19%
Truist Financial
175
Truist Financial
North Carolina
$4.36M -$945K -3,805 -17%

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.