SVB Financial Group
SIVB
SIVB was delisted on the 9th of March, 2023.
15 hedge funds and large institutions have $7.14K invested in SVB Financial Group in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 5 closing their positions.
12% less funds holding
Funds holding: 17 → 15 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
53% less capital invested
Capital invested by funds: $15.3K → $7.14K (-$8.13K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
+$3.91K |
| 2 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$662 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$2.62K |
| 2 |
SAI
Systematic Alpha Investments
Princeton,
New Jersey
|
-$132 |
| 3 |
EWP
Elevation Wealth Partners
Santa Rosa,
California
|
-$45 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FSWA
1
Financial Synergies Wealth Advisors
Houston,
Texas
| $3.91K | +$3.91K | +17 | New |
|
|
KWA
2
Kingswood Wealth Advisors
San Diego,
California
| $2.32K | +$662 | +20,006 | +40% |
|
|
SW
3
SVB Wealth
Boston,
Massachusetts
| $796 | -$2.62K | -79,142 | -77% |
|
|
TAM
4
Tucker Asset Management
Littleton,
Colorado
| $45 | – | – | – |
|
|
ACM
5
Accent Capital Management
Centerville,
Ohio
| $36 | +$36 | +1,100 | New |
|
|
MAM
6
Meeder Asset Management
Dublin,
Ohio
| $24 | – | – | – |
|
|
BCWM
7
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $7 | – | – | – |
|
8
Pacer Advisors
Malvern,
Pennsylvania
| $5 | – | – | – |
|
|
SAI
9
Systematic Alpha Investments
Princeton,
New Jersey
| – | -$132 | -1,470 | Closed |
|
|
EWP
10
Elevation Wealth Partners
Santa Rosa,
California
| – | -$45 | -500 | Closed |
|
SIVB Hedge Fund Activity: Q4 2023 in Review
15 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q4 2023, worth a combined $7.14K — down 53% from $15.3K a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SIVB and 3 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Financial Synergies Wealth Advisors, opening a new position worth an estimated $3.91K. The largest seller was SVB Wealth, cutting an estimated $2.62K.
- 15 institutional investors held SVB Financial Group (SIVB) as of Q4 2023, down from 17 in Q3 2023.
- Funds reported $7.14K of SVB Financial Group stock for Q4 2023, down 53% quarter-over-quarter.
- 3 funds opened new SVB Financial Group positions in Q4 2023 and 5 closed out, a net change of -2 holders.
- The largest SVB Financial Group buyer in Q4 2023 was Financial Synergies Wealth Advisors, an estimated $3.91K added.
- The largest SVB Financial Group seller in Q4 2023 was SVB Wealth, an estimated $2.62K sold.
Based on aggregated 13F filings for Q4 2023.