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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
Susquehanna International Group
151
Susquehanna International Group
Pennsylvania
-$19.8M -86,016 Closed
BCIM
152
British Columbia Investment Management
British Columbia, Canada
-$19.6M -85,346 Closed
GPGA
153
Grandeur Peak Global Advisors
Utah
-$18.8M -81,618 Closed
Wells Fargo
154
Wells Fargo
California
-$18.2M -79,057 Closed
Janus Henderson Group
155
Janus Henderson Group
United Kingdom
-$18M -78,262 Closed
Jane Street
156
Jane Street
New York
-$17.5M -76,092 Closed
SC
157
Samlyn Capital
New York
-$17M -73,833 Closed
TD Asset Management
158
TD Asset Management
Ontario, Canada
-$17M -73,723 Closed
Principal Financial Group
159
Principal Financial Group
Iowa
-$16.9M -73,330 Closed
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
-$16.4M -70,352 Closed
New York State Teachers Retirement System (NYSTRS)
161
New York State Teachers Retirement System (NYSTRS)
New York
-$15M -65,153 Closed
State Board of Administration of Florida Retirement System
162
State Board of Administration of Florida Retirement System
Florida
-$14.4M -62,748 Closed
EIP
163
Epoch Investment Partners
New York
-$14.1M -61,211 Closed
Assenagon Asset Management
164
Assenagon Asset Management
Luxembourg
-$14M -60,795 Closed
CRC
165
Curi RMB Capital
Illinois
-$14M -60,693 Closed
Prudential Financial
166
Prudential Financial
New Jersey
-$13.9M -60,201 Closed
UBS Group
167
UBS Group
Switzerland
-$13.8M -59,843 Closed
LIP
168
Liontrust Investment Partners
United Kingdom
-$13.7M -59,564 Closed
LP
169
LMR Partners
United Kingdom
-$13.7M -59,425 Closed
BNP Paribas Asset Management
170
BNP Paribas Asset Management
France
-$13.6M -59,266 Closed
LA
171
LBP AM
France
-$12.2M -52,830 Closed
EOJOAM
172
E. Ohman J:or Asset Management
Sweden
-$14.3M -50,827 -95%
Fidelity International
173
Fidelity International
Bermuda
-$11M -47,683 Closed
Hudson Bay Capital Management
174
Hudson Bay Capital Management
Connecticut
-$10.9M -47,500 Closed
William Blair Investment Management
175
William Blair Investment Management
Illinois
-$10.9M -47,451 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.