Servotronics
SVT
SVT was delisted on the 30th of June, 2025.
12 hedge funds and large institutions have $2.36M invested in Servotronics in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
9% more funds holding
Funds holding: 11 → 12 (+1)
4% more capital invested
Capital invested by funds: $2.27M → $2.36M (+$93K)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.02% less ownership
Funds ownership: 14.17% → 14.15% (-0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$60.3K |
| 2 |
UMA
USA Mutuals Advisors
Dallas,
Texas
|
+$855 |
| 3 |
Wells Fargo
San Francisco,
California
|
+$7 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$63K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Fidelity Investments
Boston,
Massachusetts
| $1.09M | – | – | – |
|
2
Dimensional Fund Advisors
Austin,
Texas
| $597K | – | – | – |
|
|
SKK
3
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $285K | -$63K | -9,000 | -18% |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $173K | – | – | – |
|
5
California Public Employees Retirement System
Sacramento,
California
| $118K | – | – | – |
|
|
6
Morgan Stanley
New York
| $78K | +$60.3K | +8,606 | +282% |
|
|
JIR
7
James Investment Research
Alpha,
Ohio
| $13K | – | – | – |
|
|
UMA
8
USA Mutuals Advisors
Dallas,
Texas
| $3K | +$855 | +122 | +46% |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $1K | -$1.12K | -160 | -46% |
|
10
Bank of America
Charlotte,
North Carolina
| $1K | – | – | – |
|
|
11
Wells Fargo
San Francisco,
California
| – | +$7 | +1 | New |
|
SVT Hedge Fund Activity: Q3 2015 in Review
12 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Servotronics (SVT) for Q3 2015, worth a combined $2.36M — up 4.1% from $2.27M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SVT positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $60.3K. The largest seller was Shepherd Kaplan Krochuk, cutting an estimated $63K.
- 12 institutional investors held Servotronics (SVT) as of Q3 2015, up from 11 in Q2 2015.
- Funds reported $2.36M of Servotronics stock for Q3 2015, up 4.1% quarter-over-quarter.
- 1 fund opened new Servotronics positions in Q3 2015 and 0 closed out, a net change of +1 holder.
- The largest Servotronics buyer in Q3 2015 was Morgan Stanley, an estimated $60.3K added.
- The largest Servotronics seller in Q3 2015 was Shepherd Kaplan Krochuk, an estimated $63K sold.
Based on aggregated 13F filings for Q3 2015.