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SIVB

SVB Financial Group

Delisted

SIVB was delisted on the 9th of March, 2023.

749 hedge funds and large institutions have $21.7B invested in SVB Financial Group in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 285 increasing their positions, 273 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 273

8% less call options, than puts

Call options by funds: $191M | Put options by funds: $208M

7% less funds holding

Funds holding: 805749 (-56)

27% less capital invested

Capital invested by funds: $29.7B → $21.7B (-$7.95B)

35% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 124

41% less funds holding in top 10

Funds holding in top 10: 1710 (-7)

Holders
749
Holders Change
-56
Holders Change %
-6.96%
% of All Funds
12.62%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.17%
New
80
Increased
285
Reduced
273
Closed
124
Calls
$191M
Puts
$208M
Net Calls
-$17.7M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.54B +$36.3M +77,150 +1%
BlackRock
2
BlackRock
New York
$1.81B -$343M -727,137 -14%
State Street
3
State Street
Massachusetts
$1.11B -$54.7M -116,196 -4%
Capital International Investors
4
Capital International Investors
California
$1.02B +$58.2M +123,527 +5%
JP Morgan Chase
5
JP Morgan Chase
New York
$960M +$31.5M +66,796 +3%
ATO
6
Alecta Tjanstepension Omsesidigt
Sweden
$850M +$175M +370,500 +21%
Capital Research Global Investors
7
Capital Research Global Investors
California
$732M +$537M +1,139,440 +159%
Morgan Stanley
8
Morgan Stanley
New York
$478M +$107M +226,697 +23%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$475M -$46.6M -98,914 -8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$466M +$2.48M +5,270 +0.4%
HL
11
Harding Loevner
New Jersey
$370M -$12.3M -26,056 -3%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$369M +$341M +723,591 +344%
Capital World Investors
13
Capital World Investors
California
$365M
AllianceBernstein
14
AllianceBernstein
Tennessee
$322M -$23.9M -50,796 -6%
Invesco
15
Invesco
Georgia
$317M -$221M -468,340 -37%
Ameriprise
16
Ameriprise
Minnesota
$313M +$108M +229,487 +40%
Artisan Partners
17
Artisan Partners
Wisconsin
$306M +$7.2M +15,280 +2%
Swedbank
18
Swedbank
Sweden
$273M +$72.1M +153,048 +28%
Bank of America
19
Bank of America
North Carolina
$269M -$13.6M -28,920 -4%
Northern Trust
20
Northern Trust
Illinois
$243M +$5.19M +11,026 +2%
APG Asset Management
21
APG Asset Management
Netherlands
$232M +$31.6M +67,000 +12%
Fisher Asset Management
22
Fisher Asset Management
Washington
$231M -$3.14M -6,673 -1%
Norges Bank
23
Norges Bank
Norway
$224M +$25.5M +54,060 +11%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$221M -$18.4M -38,972 -7%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$210M -$10.2M -21,648 -4%

SIVB Hedge Fund Activity: Q2 2022 in Review

749 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2022, worth a combined $21.7B — down 27% from $29.7B a quarter earlier.

Sellers outnumbered buyers: 124 funds closed out of SIVB and 80 opened new positions — a net loss of 44 holders — while 273 trimmed existing stakes and 285 added.

The largest buyer was Capital Research Global Investors, adding an estimated $537M. The largest seller was BlackRock, cutting an estimated $343M.

  • 749 institutional investors held SVB Financial Group (SIVB) as of Q2 2022, down from 805 in Q1 2022.
  • Funds reported $21.7B of SVB Financial Group stock for Q2 2022, down 27% quarter-over-quarter.
  • 80 funds opened new SVB Financial Group positions in Q2 2022 and 124 closed out, a net change of -44 holders.
  • The largest SVB Financial Group buyer in Q2 2022 was Capital Research Global Investors, an estimated $537M added.
  • The largest SVB Financial Group seller in Q2 2022 was BlackRock, an estimated $343M sold.

Based on aggregated 13F filings for Q2 2022.