Servotronics
SVT
SVT was delisted on the 30th of June, 2025.
13 hedge funds and large institutions have $2.37M invested in Servotronics in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
1.49% less ownership
Funds ownership: 14.11% → 12.62% (-1.5%)
7% less funds holding
Funds holding: 14 → 13 (-1)
17% less capital invested
Capital invested by funds: $2.85M → $2.37M (-$481K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$90K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VDBMI
Van Den Berg Management I
Austin,
Texas
|
-$426K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$10.3K |
| 3 |
Morgan Stanley
New York
|
-$1.64K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Fidelity Investments
Boston,
Massachusetts
| $824K | – | – | – |
|
2
Dimensional Fund Advisors
Austin,
Texas
| $627K | – | – | – |
|
|
SKK
3
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $285K | +$90K | +11,000 | +43% |
|
|
4
Vanguard Group
Malvern,
Pennsylvania
| $186K | +$38.6K | +4,714 | +23% |
|
|
5
Morgan Stanley
New York
| $150K | -$1.64K | -200 | -1% |
|
|
RFC
6
Regions Financial Corp
Birmingham,
Alabama
| $150K | – | – | – |
|
7
California Public Employees Retirement System
Sacramento,
California
| $127K | – | – | – |
|
|
JIR
8
James Investment Research
Alpha,
Ohio
| $14K | – | – | – |
|
|
BA
9
BlackRock Advisors
Wilmington,
Delaware
| $6K | – | – | – |
|
10
Bank of America
Charlotte,
North Carolina
| $2K | – | – | – |
|
|
VDBMI
11
Van Den Berg Management I
Austin,
Texas
| – | -$426K | -52,572 | Closed |
|
|
U
12
UBS
Zurich,
Switzerland
| – | -$10.3K | -1,264 | -97% |
|
SVT Hedge Fund Activity: Q1 2014 in Review
13 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Servotronics (SVT) for Q1 2014, worth a combined $2.37M — down 17% from $2.85M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SVT and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Shepherd Kaplan Krochuk, adding an estimated $90K. The largest seller was Van Den Berg Management I, exiting entirely with an estimated $426K sold.
- 13 institutional investors held Servotronics (SVT) as of Q1 2014, down from 14 in Q4 2013.
- Funds reported $2.37M of Servotronics stock for Q1 2014, down 17% quarter-over-quarter.
- 0 funds opened new Servotronics positions in Q1 2014 and 1 closed out, a net change of -1 holder.
- The largest Servotronics buyer in Q1 2014 was Shepherd Kaplan Krochuk, an estimated $90K added.
- The largest Servotronics seller in Q1 2014 was Van Den Berg Management I, an estimated $426K sold.
Based on aggregated 13F filings for Q1 2014.