Servotronics
SVT
SVT was delisted on the 30th of June, 2025.
12 hedge funds and large institutions have $3.78M invested in Servotronics in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
9% more funds holding
Funds holding: 11 → 12 (+1)
0.85% more ownership
Funds ownership: 12.89% → 13.74% (+0.85%)
14% less capital invested
Capital invested by funds: $4.4M → $3.78M (-$614K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Close
New York
|
+$508K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$45.8K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$7.97K |
| 4 |
Morgan Stanley
New York
|
+$952 |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$928 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$356K |
| 2 |
BlackRock
New York
|
-$750 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Fidelity Investments
Boston,
Massachusetts
| $1.19M | -$356K | -29,905 | -22% |
|
|
OC
2
Oppenheimer & Close
New York
| $976K | +$508K | +42,713 | +93% |
|
3
Dimensional Fund Advisors
Austin,
Texas
| $631K | – | – | – |
|
|
4
Wells Fargo
San Francisco,
California
| $305K | +$45.8K | +3,849 | +16% |
|
5
Vanguard Group
Malvern,
Pennsylvania
| $304K | – | – | – |
|
|
BCM
6
Bridgeway Capital Management
Houston,
Texas
| $216K | – | – | – |
|
|
CC
7
Courier Capital
Buffalo,
New York
| $110K | – | – | – |
|
|
8
Morgan Stanley
New York
| $25.7K | +$952 | +80 | +4% |
|
|
9
BlackRock
New York
| $19.3K | -$750 | -63 | -3% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $8.4K | +$7.97K | +670 | +720% |
|
|
11
UBS Group
Zurich,
Switzerland
| $1.02K | +$928 | +78 | +520% |
|
12
JP Morgan Chase
New York
| $11 | +$12 | +1 | New |
|
SVT Hedge Fund Activity: Q3 2023 in Review
12 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Servotronics (SVT) for Q3 2023, worth a combined $3.78M — down 14% from $4.4M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new SVT positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Oppenheimer & Close, adding an estimated $508K. The largest seller was Fidelity Investments, cutting an estimated $356K.
- 12 institutional investors held Servotronics (SVT) as of Q3 2023, up from 11 in Q2 2023.
- Funds reported $3.78M of Servotronics stock for Q3 2023, down 14% quarter-over-quarter.
- 1 fund opened new Servotronics positions in Q3 2023 and 0 closed out, a net change of +1 holder.
- The largest Servotronics buyer in Q3 2023 was Oppenheimer & Close, an estimated $508K added.
- The largest Servotronics seller in Q3 2023 was Fidelity Investments, an estimated $356K sold.
Based on aggregated 13F filings for Q3 2023.