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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
VOYA Investment Management
201
VOYA Investment Management
Georgia
-$7.25M -31,506 Closed
BC
202
Brookfield Corp
Ontario, Canada
-$7.12M -30,927 Closed
Ohio Public Employees Retirement System (OPERS)
203
Ohio Public Employees Retirement System (OPERS)
Ohio
-$7.07M -30,724 Closed
Robeco Institutional Asset Management
204
Robeco Institutional Asset Management
Netherlands
-$7.04M -30,588 Closed
AAMU
205
AEGON Asset Management (UK)
United Kingdom
-$7M -30,437 Closed
CL
206
CIM LLC
New York
-$9.58M -30,341 Closed
Walleye Capital
207
Walleye Capital
New York
-$6.91M -30,044 Closed
PCM
208
Portolan Capital Management
Massachusetts
-$6.82M -29,654 Closed
BA
209
Bridgewater Associates
Connecticut
-$6.81M -29,580 Closed
Natixis Advisors
210
Natixis Advisors
Massachusetts
-$6.75M -29,324 Closed
MSV
211
MN Services Vermogensbeheer
Netherlands
-$6.61M -28,706 Closed
NAM
212
Nissay Asset Management
Japan
-$6.52M -28,322 Closed
LPL Financial
213
LPL Financial
California
-$6.46M -28,070 Closed
NAM
214
NorthCrest Asset Manangement
Minnesota
-$6.32M -27,462 Closed
Treasurer of the State of North Carolina
215
Treasurer of the State of North Carolina
North Carolina
-$6.06M -26,318 Closed
GC
216
Guggenheim Capital
Illinois
-$5.92M -25,722 Closed
Victory Capital Management
217
Victory Capital Management
Texas
-$5.79M -25,160 Closed
MFAM
218
Motley Fool Asset Management
Virginia
-$5.7M -24,779 Closed
BIA
219
Biondo Investment Advisors
Pennsylvania
-$5.7M -24,760 Closed
MFWM
220
Motley Fool Wealth Management
Virginia
-$5.59M -24,286 Closed
Group One Trading
221
Group One Trading
Illinois
-$5.53M -24,031 Closed
GT
222
Glenmede Trust
Pennsylvania
-$5.38M -23,389 Closed
Asset Management One
223
Asset Management One
Japan
-$5.48M -23,372 Closed
GC
224
Grimes & Company
Massachusetts
-$5.35M -23,242 Closed
NIG
225
NFJ Investment Group
Texas
-$4.98M -21,638 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.