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SIVB

SVB Financial Group
SIVB

Delisted

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

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17 hedge funds and large institutions have $15.3K invested in SVB Financial Group in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% less funds holding

Funds holding: 22 → 17 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

85% less capital invested

Capital invested by funds: $103K → $15.3K (-$87.5K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3

Holders
17
Holders Change
-5
Holders Change %
-22.73%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
3
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KWA
Kingswood Wealth Advisors
California
+$4.5K
2
SAI
Systematic Alpha Investments
New Jersey
+$132

Top Sellers

Rank Fund Capital Flow
1
DLA
Douglas Lane & Associates
New York
-$41.9K
2
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$1K
3
SWM
Spire Wealth Management
Virginia
-$890
4
PLU
Performa Ltd (US)
South Carolina
-$88
5
HNB
Huntington National Bank
Ohio
-$11
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1
SVB Wealth
Massachusetts
$9.29K -$8 -93 -0.1%
KWA
2
Kingswood Wealth Advisors
California
$4.5K +$4.5K +50,000 New
GFA
3
Gifford Fong Associates
California
$1K – – –
SAI
4
Systematic Alpha Investments
New Jersey
$132 +$132 +1,470 New
TAM
5
Tucker Asset Management
Colorado
$122 – – –
HNB
6
Huntington National Bank
Ohio
$85 -$11 -118 -12%
MAM
7
Meeder Asset Management
Ohio
$72 – – –
EWP
8
Elevation Wealth Partners
California
$45 – – –
BCWM
9
Bartlett & Co Wealth Management
Ohio
$17 – – –
Pacer Advisors
10
Pacer Advisors
Pennsylvania
$13 – – –
SN
11
Sittner & Nelson
Oregon
$1 – – –
DLA
12
Douglas Lane & Associates
New York
– -$41.9K -80,917 Closed
SWM
13
Spire Wealth Management
Virginia
– -$890 -1,712 Closed
TRSOTSOK
14
Teachers Retirement System of the State of Kentucky
Kentucky
– -$1K -1,114 Closed
PLU
15
Performa Ltd (US)
South Carolina
– -$88 -170 Closed
LOIM
16
Liberty One Investment Management
Illinois
– -$10 -20 Closed
AA
17
Ancora Advisors
Ohio
– -$5 -10 Closed

SIVB Hedge Fund Activity: Q3 2023 in Review

17 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q3 2023, worth a combined $15.3K — down 85% from $103K a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SIVB and 3 opened new positions — a net loss of 5 holders — while 3 trimmed existing stakes and 0 added.

The largest buyer was Kingswood Wealth Advisors, opening a new position worth an estimated $4.5K. The largest seller was Douglas Lane & Associates, exiting entirely with an estimated $41.9K sold.

  • 17 institutional investors held SVB Financial Group (SIVB) as of Q3 2023, down from 22 in Q2 2023.
  • Funds reported $15.3K of SVB Financial Group stock for Q3 2023, down 85% quarter-over-quarter.
  • 3 funds opened new SVB Financial Group positions in Q3 2023 and 8 closed out, a net change of -5 holders.
  • The largest SVB Financial Group buyer in Q3 2023 was Kingswood Wealth Advisors, an estimated $4.5K added.
  • The largest SVB Financial Group seller in Q3 2023 was Douglas Lane & Associates, an estimated $41.9K sold.

Based on aggregated 13F filings for Q3 2023.