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SIVB

SVB Financial Group

Delisted

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

22 hedge funds and large institutions have $103K invested in SVB Financial Group in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% less funds holding

Funds holding: 8722 (-65)

82% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 11

89% less capital invested

Capital invested by funds: $977K → $103K (-$874K)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 65

Holders
22
Holders Change
-65
Holders Change %
-74.71%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
2
Reduced
11
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SVB Wealth
Massachusetts
$53.5K -$1.14K -2,194 -2%
DLA
2
Douglas Lane & Associates
New York
$41.9K -$28.9K -55,726 -41%
GFA
3
Gifford Fong Associates
California
$3K
TRSOTSOK
4
Teachers Retirement System of the State of Kentucky
Kentucky
$1K -$3.94K -4,388 -80%
SWM
5
Spire Wealth Management
Virginia
$890 -$95 -183 -10%
TAM
6
Tucker Asset Management
Colorado
$700 +$674 +1,300 +2,549%
HNB
7
Huntington National Bank
Ohio
$531 -$337 -650 -39%
MAM
8
Meeder Asset Management
Ohio
$413
CFGS
9
Concourse Financial Group Securities
Alabama
$260 +$256 +496 +6,200%
EWP
10
Elevation Wealth Partners
California
$259
BCWM
11
Bartlett & Co Wealth Management
Ohio
$96 -$363 -700 -79%
PLU
12
Performa Ltd (US)
South Carolina
$88
Pacer Advisors
13
Pacer Advisors
Pennsylvania
$74
WOC
14
West Oak Capital
California
$18
LOIM
15
Liberty One Investment Management
Illinois
$10 -$241 -481 -96%
AA
16
Ancora Advisors
Ohio
$5 -$3 -6 -38%
SN
17
Sittner & Nelson
Oregon
$5
California Public Employees Retirement System
18
California Public Employees Retirement System
California
-$106K -117,068 Closed
BCM
19
Basswood Capital Management
New York
-$57.2K -63,197 Closed
Tudor Investment Corp
20
Tudor Investment Corp
Connecticut
-$38K -41,498 Closed
Barclays
21
Barclays
United Kingdom
-$35.3K -39,055 Closed
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
-$22K -25,378 Closed
TAMH
23
Taikang Asset Management (HK)
Hong Kong
-$180K -25,314 Closed
GIS
24
Graphene Investments SAS
France
-$23.2K -23,200 Closed
BBA
25
Baader Bank Aktiengesellschaft
Germany
-$12.8K -16,706 Closed

SIVB Hedge Fund Activity: Q2 2023 in Review

22 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2023, worth a combined $103K — down 89% from $977K a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of SIVB and 0 opened new positions — a net loss of 65 holders — while 11 trimmed existing stakes and 2 added.

The largest buyer was Tucker Asset Management, adding an estimated $674. The largest seller was Taikang Asset Management (HK), exiting entirely with an estimated $180K sold.

  • 22 institutional investors held SVB Financial Group (SIVB) as of Q2 2023, down from 87 in Q1 2023.
  • Funds reported $103K of SVB Financial Group stock for Q2 2023, down 89% quarter-over-quarter.
  • 0 funds opened new SVB Financial Group positions in Q2 2023 and 65 closed out, a net change of -65 holders.
  • The largest SVB Financial Group buyer in Q2 2023 was Tucker Asset Management, an estimated $674 added.
  • The largest SVB Financial Group seller in Q2 2023 was Taikang Asset Management (HK), an estimated $180K sold.

Based on aggregated 13F filings for Q2 2023.