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SIVB

SVB Financial Group
SIVB

Delisted

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

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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: 644 → 87 (-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: 4 → 0 (-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

Top Buyers

1
BCM
Basswood Capital Management
New York
+$17.7M
2
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$9.73M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$6.6M
4
BBA
Baader Bank Aktiengesellschaft
Germany
+$4.69M
5
SW
SVB Wealth
Massachusetts
+$3.78M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.53B
2
BlackRock
BlackRock
New York
-$1.1B
3
State Street
State Street
Massachusetts
-$709M
4
JP Morgan Chase
JP Morgan Chase
New York
-$705M
5
ATO
Alecta Tjanstepension Omsesidigt
Sweden
-$606M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAMH
1
Taikang Asset Management (HK)
Hong Kong
$180K +$765K +2,726 +12%
JEST
2
JTC Employer Solutions Trustee
Jersey
$170K +$81.1K +289 +100%
DLA
3
Douglas Lane & Associates
New York
$124K +$1.51M +5,394 +4%
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$106K -$3.5M -12,477 -10%
SW
5
SVB Wealth
Massachusetts
$95.4K +$3.78M +13,452 +15%
BCM
6
Basswood Capital Management
New York
$57.2K +$17.7M +63,197 New
Tudor Investment Corp
7
Tudor Investment Corp
Connecticut
$38K +$9.73M +34,655 +506%
Barclays
8
Barclays
United Kingdom
$35.3K -$22.5M -80,307 -67%
GIS
9
Graphene Investments SAS
France
$23.2K +$2.98M +10,600 +84%
BTI
10
Blue Trust Inc
Georgia
$23K +$6.18K +22 +28%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$22K +$6.6M +23,494 +1,247%
BBA
12
Baader Bank Aktiengesellschaft
Germany
$12.8K +$4.69M +16,706 New
FAF
13
Fjarde Ap-fonden
Sweden
$11K -$477K -1,700 -12%
SAM
14
Silverback Asset Management
North Carolina
$9.05K +$2.81M +10,000 New
Skandinaviska Enskilda Banken (SEB)
15
Skandinaviska Enskilda Banken (SEB)
Sweden
$9K -$32M -114,113 -92%
SAM
16
Shell Asset Management
Netherlands
$9K +$2.81K +10 +0.1%
DekaBank Deutsche Girozentrale
17
DekaBank Deutsche Girozentrale
Germany
$6K -$9.04M -32,197 -81%
GFA
18
Gifford Fong Associates
California
$5K – – –
TRSOTSOK
19
Teachers Retirement System of the State of Kentucky
Kentucky
$5K – – –
IA
20
IFP Advisors
Florida
$4.56K -$16K -57 -59%
WBC
21
Westpac Banking Corp
Australia
$4.46K -$59.2K -211 -4%
TRCT
22
Tower Research Capital (TRC)
New York
$3K +$444K +1,580 +107%
UB
23
UMB Bank
Missouri
$2.87K +$861K +3,066 +2,787%
NMERB
24
New Mexico Educational Retirement Board
New Mexico
$2K -$28.1K -100 -4%
SWM
25
Spire Wealth Management
Virginia
$1.72K +$501K +1,786 +1,639%
1
2 3 4 5

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.