Servotronics
SVT
SVT was delisted on the 30th of June, 2025.
12 hedge funds and large institutions have $3.22M invested in Servotronics in 2016 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
31% more capital invested
Capital invested by funds: $2.46M → $3.22M (+$760K)
0.42% less ownership
Funds ownership: 13.76% → 13.34% (-0.42%)
14% less funds holding
Funds holding: 14 → 12 (-2)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
+$305 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$16.9K |
| 2 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$12.7K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.78K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Fidelity Investments
Boston,
Massachusetts
| $1.59M | – | – | – |
|
2
Dimensional Fund Advisors
Austin,
Texas
| $818K | – | – | – |
|
|
SKK
3
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $308K | -$12.7K | -1,500 | -5% |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $242K | – | – | – |
|
5
California Public Employees Retirement System
Sacramento,
California
| $162K | – | – | – |
|
|
6
Morgan Stanley
New York
| $67K | -$16.9K | -2,000 | -23% |
|
|
JIR
7
James Investment Research
Alpha,
Ohio
| $18K | +$305 | +36 | +2% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $5K | -$1.78K | -210 | -28% |
|
|
UMA
9
USA Mutuals Advisors
Dallas,
Texas
| $4K | – | – | – |
|
10
Bank of America
Charlotte,
North Carolina
| $2K | – | – | – |
|
|
BFA
11
BlackRock Fund Advisors
San Francisco,
California
| $1K | – | – | – |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$1K | -123 | Closed |
|
|
13
Wells Fargo
San Francisco,
California
| – | -$8 | -1 | Closed |
|
SVT Hedge Fund Activity: Q2 2016 in Review
12 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Servotronics (SVT) for Q2 2016, worth a combined $3.22M — up 31% from $2.46M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of SVT and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was James Investment Research, adding an estimated $305. The largest seller was Morgan Stanley, cutting an estimated $16.9K.
- 12 institutional investors held Servotronics (SVT) as of Q2 2016, down from 14 in Q1 2016.
- Funds reported $3.22M of Servotronics stock for Q2 2016, up 31% quarter-over-quarter.
- 0 funds opened new Servotronics positions in Q2 2016 and 2 closed out, a net change of -2 holders.
- The largest Servotronics buyer in Q2 2016 was James Investment Research, an estimated $305 added.
- The largest Servotronics seller in Q2 2016 was Morgan Stanley, an estimated $16.9K sold.
Based on aggregated 13F filings for Q2 2016.