Servotronics
SVT
SVT was delisted on the 30th of June, 2025.
11 hedge funds and large institutions have $4.4M invested in Servotronics in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
46% more capital invested
Capital invested by funds: $3.01M → $4.4M (+$1.39M)
1.58% more ownership
Funds ownership: 11.31% → 12.89% (+1.6%)
8% less funds holding
Funds holding: 12 → 11 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Close
New York
|
+$563K |
| 2 |
BlackRock
New York
|
+$20.9K |
| 3 |
Morgan Stanley
New York
|
+$4.29K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$184 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$12 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$28K |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
-$18K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$10.6K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$9.22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Fidelity Investments
Boston,
Massachusetts
| $1.89M | – | – | – |
|
|
2
Dimensional Fund Advisors
Austin,
Texas
| $788K | -$28K | -2,279 | -4% |
|
|
OC
3
Oppenheimer & Close
New York
| $597K | +$563K | +45,900 | New |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $359K | – | – | – |
|
|
5
Wells Fargo
San Francisco,
California
| $327K | +$12 | +1 | +0% |
|
|
BCM
6
Bridgeway Capital Management
Houston,
Texas
| $255K | – | – | – |
|
|
CC
7
Courier Capital
Buffalo,
New York
| $130K | – | – | – |
|
|
8
Morgan Stanley
New York
| $29.3K | +$4.29K | +350 | +18% |
|
|
9
BlackRock
New York
| $23.6K | +$20.9K | +1,702 | +1,506% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $1.21K | -$9.22K | -752 | -89% |
|
|
11
UBS Group
Zurich,
Switzerland
| $195 | +$184 | +15 | New |
|
|
JIR
12
James Investment Research
Alpha,
Ohio
| – | -$18K | -1,732 | Closed |
|
|
13
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$10.6K | -1,000 | Closed |
|
SVT Hedge Fund Activity: Q2 2023 in Review
11 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Servotronics (SVT) for Q2 2023, worth a combined $4.4M — up 46% from $3.01M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SVT and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Oppenheimer & Close, opening a new position worth an estimated $563K. The largest seller was Dimensional Fund Advisors, cutting an estimated $28K.
- 11 institutional investors held Servotronics (SVT) as of Q2 2023, down from 12 in Q1 2023.
- Funds reported $4.4M of Servotronics stock for Q2 2023, up 46% quarter-over-quarter.
- 2 funds opened new Servotronics positions in Q2 2023 and 3 closed out, a net change of -1 holder.
- The largest Servotronics buyer in Q2 2023 was Oppenheimer & Close, an estimated $563K added.
- The largest Servotronics seller in Q2 2023 was Dimensional Fund Advisors, an estimated $28K sold.
Based on aggregated 13F filings for Q2 2023.