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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
HV
176
HST Ventures
Utah
-$10.6M -46,217 Closed
Citigroup
177
Citigroup
New York
-$10.6M -45,853 Closed
Corient Private Wealth
178
Corient Private Wealth
Florida
-$9.98M -43,368 Closed
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
-$9.72M -43,154 Closed
Manulife (Manufacturers Life Insurance)
180
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$9.9M -43,025 Closed
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
-$9.62M -41,780 Closed
Nomura Holdings
182
Nomura Holdings
Japan
-$9.3M -40,448 Closed
Handelsbanken Fonder
183
Handelsbanken Fonder
Sweden
-$9.27M -40,271 Closed
MGIM
184
M&G Investment Management
United Kingdom
-$8.89M -38,673 Closed
NRCM
185
North Reef Capital Management
California
-$8.9M -38,660 Closed
Allianz Asset Management
186
Allianz Asset Management
Germany
-$8.89M -38,614 Closed
Canada Life
187
Canada Life
Manitoba, Canada
-$8.77M -37,975 Closed
WAM
188
Winslow Asset Management
Ohio
-$8.63M -37,517 Closed
State of Wisconsin Investment Board
189
State of Wisconsin Investment Board
Wisconsin
-$8.61M -37,396 Closed
JCM
190
Junto Capital Management
New York
-$8.53M -37,074 Closed
State of New Jersey Common Pension Fund D
191
State of New Jersey Common Pension Fund D
New Jersey
-$8.42M -36,575 Closed
JMPWA
192
JP Morgan Private Wealth Advisors
California
-$8.36M -36,325 Closed
BAAM
193
Baker Avenue Asset Management
California
-$8.26M -35,913 Closed
Mitsubishi UFJ Trust & Banking
194
Mitsubishi UFJ Trust & Banking
Japan
-$7.95M -34,563 Closed
Rafferty Asset Management
195
Rafferty Asset Management
New York
-$7.88M -34,231 Closed
Chevy Chase Trust
196
Chevy Chase Trust
Maryland
-$7.82M -33,995 Closed
IC
197
IEQ Capital
California
-$7.73M -33,605 Closed
RIP
198
Rhino Investment Partners
Pennsylvania
-$7.7M -33,450 Closed
First Trust Advisors
199
First Trust Advisors
Illinois
-$7.66M -33,276 Closed
Toronto Dominion Bank
200
Toronto Dominion Bank
Ontario, Canada
-$7.42M -32,273 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.