SVB Financial Group
SIVB
SIVB was delisted on the 9th of March, 2023.
10 hedge funds and large institutions have $1.12K invested in SVB Financial Group in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 6 closing their positions.
33% less funds holding
Funds holding: 15 → 10 (-5)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
84% less capital invested
Capital invested by funds: $7.14K → $1.12K (-$6.02K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VL
Vima LLC
Troy,
Michigan
|
+$13 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSWA
Financial Synergies Wealth Advisors
Houston,
Texas
|
-$3.91K |
| 2 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
-$2.32K |
| 3 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$201 |
| 4 |
ACM
Accent Capital Management
Centerville,
Ohio
|
-$36 |
| 5 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$7 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SW
1
SVB Wealth
Boston,
Massachusetts
| $1K | -$201 | -4,030 | -17% |
|
|
TAM
2
Tucker Asset Management
Littleton,
Colorado
| $68 | – | – | – |
|
|
MAM
3
Meeder Asset Management
Dublin,
Ohio
| $40 | – | – | – |
|
|
VL
4
Vima LLC
Troy,
Michigan
| $13 | +$13 | +14 | New |
|
|
FWM
5
FSA Wealth Management
Needham,
Massachusetts
| $2 | – | – | – |
|
|
SN
6
Sittner & Nelson
Eugene,
Oregon
| $1 | – | – | – |
|
|
KWA
7
Kingswood Wealth Advisors
San Diego,
California
| – | -$2.32K | -70,006 | Closed |
|
|
ACM
8
Accent Capital Management
Centerville,
Ohio
| – | -$36 | -1,100 | Closed |
|
|
BCWM
9
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$7 | -185 | Closed |
|
10
Pacer Advisors
Malvern,
Pennsylvania
| – | -$5 | -143 | Closed |
|
|
FSWA
11
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$3.91K | -17 | Closed |
|
SIVB Hedge Fund Activity: Q1 2024 in Review
10 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q1 2024, worth a combined $1.12K — down 84% from $7.14K a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SIVB and 2 opened new positions — a net loss of 4 holders — while 2 trimmed existing stakes and 0 added.
The largest buyer was Vima LLC, opening a new position worth an estimated $13. The largest seller was Financial Synergies Wealth Advisors, exiting entirely with an estimated $3.91K sold.
- 10 institutional investors held SVB Financial Group (SIVB) as of Q1 2024, down from 15 in Q4 2023.
- Funds reported $1.12K of SVB Financial Group stock for Q1 2024, down 84% quarter-over-quarter.
- 2 funds opened new SVB Financial Group positions in Q1 2024 and 6 closed out, a net change of -4 holders.
- The largest SVB Financial Group buyer in Q1 2024 was Vima LLC, an estimated $13 added.
- The largest SVB Financial Group seller in Q1 2024 was Financial Synergies Wealth Advisors, an estimated $3.91K sold.
Based on aggregated 13F filings for Q1 2024.