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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.55B +$56.2M +92,553 +1%
BlackRock
2
BlackRock
New York
$2.97B +$93.5M +154,048 +3%
State Street
3
State Street
Massachusetts
$1.64B +$12.3M +20,340 +0.7%
Capital International Investors
4
Capital International Investors
California
$1.37B +$325M +535,924 +28%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.32B +$49.4M +81,377 +4%
ATO
6
Alecta Tjanstepension Omsesidigt
Sweden
$996M +$263M +433,000 +32%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$728M -$208M -342,510 -21%
Invesco
8
Invesco
Georgia
$711M +$41.1M +67,770 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$657M +$17.5M +28,779 +3%
Morgan Stanley
10
Morgan Stanley
New York
$551M +$37.7M +62,116 +7%
Capital World Investors
11
Capital World Investors
California
$518M +$33M +54,341 +6%
AllianceBernstein
12
AllianceBernstein
Tennessee
$485M -$3.98M -6,555 -0.8%
HL
13
Harding Loevner
New Jersey
$455M -$48.2M -79,486 -8%
Artisan Partners
14
Artisan Partners
Wisconsin
$425M +$49.6M +81,675 +12%
Capital Research Global Investors
15
Capital Research Global Investors
California
$400M +$129M +212,802 +42%
Bank of America
16
Bank of America
North Carolina
$397M +$41M +67,494 +11%
Franklin Resources
17
Franklin Resources
California
$361M +$46.4M +76,469 +13%
Northern Trust
18
Northern Trust
Illinois
$338M -$5.38M -8,870 -1%
Ninety One (UK)
19
Ninety One (UK)
United Kingdom
$335M +$146M +240,526 +67%
Fisher Asset Management
20
Fisher Asset Management
Washington
$330M -$3.2M -5,273 -0.9%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$309M -$8.87M -14,613 -3%
Ameriprise
22
Ameriprise
Minnesota
$304M -$18.4M -30,261 -5%
Swedbank
23
Swedbank
Sweden
$301M +$106M +174,400 +48%
Norges Bank
24
Norges Bank
Norway
$287M +$1.23M +2,031 +0.4%
APG Asset Management
25
APG Asset Management
Netherlands
$275M -$10.9M -17,973 -3%

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.