Servotronics
SVT
SVT was delisted on the 30th of June, 2025.
15 hedge funds and large institutions have $2.85M invested in Servotronics in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
18% more capital invested
Capital invested by funds: $2.42M → $2.85M (+$424K)
0.86% more ownership
Funds ownership: 14.12% → 14.98% (+0.86%)
0% more funds holding
Funds holding: 15 → 15 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PL
Parthenon LLC
Louisville,
Kentucky
|
+$87.7K |
| 2 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$46.7K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$13.1K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$3.59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
|
-$2K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2K |
| 3 |
Morgan Stanley
New York
|
-$50 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Fidelity Investments
Boston,
Massachusetts
| $1.26M | – | – | – |
|
2
Dimensional Fund Advisors
Austin,
Texas
| $647K | – | – | – |
|
|
SKK
3
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $286K | +$46.7K | +6,500 | +21% |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $195K | – | – | – |
|
|
RFC
5
Regions Financial Corp
Birmingham,
Alabama
| $152K | – | – | – |
|
6
California Public Employees Retirement System
Sacramento,
California
| $128K | – | – | – |
|
|
PL
7
Parthenon LLC
Louisville,
Kentucky
| $94K | +$87.7K | +12,219 | New |
|
|
8
Morgan Stanley
New York
| $47K | -$50 | -7 | -0.1% |
|
|
JIR
9
James Investment Research
Alpha,
Ohio
| $14K | – | – | – |
|
|
U
10
UBS
Zurich,
Switzerland
| $14K | +$13.1K | +1,819 | New |
|
|
BA
11
BlackRock Advisors
Wilmington,
Delaware
| $6K | – | – | – |
|
|
12
Creative Planning
Overland Park,
Kansas
| $4K | +$3.59K | +500 | New |
|
13
Bank of America
Charlotte,
North Carolina
| $2K | – | – | – |
|
|
TRCT
14
Tower Research Capital (TRC)
New York
| – | -$2K | -303 | Closed |
|
|
GSC
15
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$2K | -250 | Closed |
|
SVT Hedge Fund Activity: Q3 2014 in Review
15 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Servotronics (SVT) for Q3 2014, worth a combined $2.85M — up 18% from $2.42M a quarter earlier.
Fund positioning in SVT was balanced in Q3 2014: 3 funds opened new positions, 3 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Parthenon LLC, opening a new position worth an estimated $87.7K. The largest seller was Ground Swell Capital, exiting entirely with an estimated $2K sold.
- 15 institutional investors held Servotronics (SVT) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $2.85M of Servotronics stock for Q3 2014, up 18% quarter-over-quarter.
- 3 funds opened new Servotronics positions in Q3 2014 and 3 closed out, a net change of 0 holders.
- The largest Servotronics buyer in Q3 2014 was Parthenon LLC, an estimated $87.7K added.
- The largest Servotronics seller in Q3 2014 was Ground Swell Capital, an estimated $2K sold.
Based on aggregated 13F filings for Q3 2014.