Servotronics
SVT
SVT was delisted on the 30th of June, 2025.
12 hedge funds and large institutions have $2.42M invested in Servotronics in 2014 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.
0.6% more ownership
Funds ownership: 14.98% → 15.58% (+0.6%)
15% less capital invested
Capital invested by funds: $2.85M → $2.42M (-$429K)
20% less funds holding
Funds holding: 15 → 12 (-3)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$105K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.85K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$6K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$4K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Fidelity Investments
Boston,
Massachusetts
| $1.01M | – | – | – |
|
2
Dimensional Fund Advisors
Austin,
Texas
| $543K | – | – | – |
|
|
SKK
3
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $331K | +$105K | +16,200 | +44% |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $157K | – | – | – |
|
|
RFC
5
Regions Financial Corp
Birmingham,
Alabama
| $123K | – | – | – |
|
6
California Public Employees Retirement System
Sacramento,
California
| $113K | – | – | – |
|
|
PL
7
Parthenon LLC
Louisville,
Kentucky
| $76K | – | – | – |
|
8
Morgan Stanley
New York
| $38K | – | – | – |
|
|
JIR
9
James Investment Research
Alpha,
Ohio
| $12K | – | – | – |
|
10
UBS Group
Zurich,
Switzerland
| $9K | +$9.22K | +1,428 | New |
|
|
11
Bank of America
Charlotte,
North Carolina
| $3K | +$1.85K | +287 | +144% |
|
|
BA
12
BlackRock Advisors
Wilmington,
Delaware
| – | -$6K | -743 | Closed |
|
|
13
Creative Planning
Overland Park,
Kansas
| – | -$4K | -500 | Closed |
|
|
14
Wells Fargo
San Francisco,
California
| – | -$6 | -1 | Closed |
|
SVT Hedge Fund Activity: Q4 2014 in Review
12 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Servotronics (SVT) for Q4 2014, worth a combined $2.42M — down 15% from $2.85M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SVT and 1 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 2 added.
The largest buyer was Shepherd Kaplan Krochuk, adding an estimated $105K. The largest seller was BlackRock Advisors, exiting entirely with an estimated $6K sold.
- 12 institutional investors held Servotronics (SVT) as of Q4 2014, down from 15 in Q3 2014.
- Funds reported $2.42M of Servotronics stock for Q4 2014, down 15% quarter-over-quarter.
- 1 fund opened new Servotronics positions in Q4 2014 and 3 closed out, a net change of -2 holders.
- The largest Servotronics buyer in Q4 2014 was Shepherd Kaplan Krochuk, an estimated $105K added.
- The largest Servotronics seller in Q4 2014 was BlackRock Advisors, an estimated $6K sold.
Based on aggregated 13F filings for Q4 2014.