Servotronics
SVT
SVT was delisted on the 30th of June, 2025.
12 hedge funds and large institutions have $3.72M invested in Servotronics in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
2% less capital invested
Capital invested by funds: $3.78M → $3.72M (-$59K)
1.83% less ownership
Funds ownership: 13.74% → 11.92% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$557K |
| 2 |
OC
Oppenheimer & Close
New York
|
+$131K |
| 3 |
Morgan Stanley
New York
|
+$25.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.66K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$54 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.19M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$41.5K |
| 3 |
BlackRock
New York
|
-$1.41K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OC
1
Oppenheimer & Close
New York
| $1.26M | +$131K | +12,114 | +14% |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $990K | +$557K | +51,544 | +186% |
|
3
Dimensional Fund Advisors
Austin,
Texas
| $717K | – | – | – |
|
|
4
Wells Fargo
San Francisco,
California
| $298K | -$41.5K | -3,847 | -14% |
|
|
BCM
5
Bridgeway Capital Management
Houston,
Texas
| $246K | – | – | – |
|
|
CC
6
Courier Capital
Buffalo,
New York
| $125K | – | – | – |
|
|
7
Morgan Stanley
New York
| $58.3K | +$25.2K | +2,330 | +100% |
|
|
8
BlackRock
New York
| $20.3K | -$1.41K | -131 | -7% |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $8.13K | -$1.22K | -113 | -15% |
|
|
10
UBS Group
Zurich,
Switzerland
| $3.09K | +$1.66K | +154 | +166% |
|
11
JP Morgan Chase
New York
| $25 | +$11 | +1 | +100% |
|
|
12
Fidelity Investments
Boston,
Massachusetts
| – | -$1.19M | -107,725 | Closed |
|
|
13
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$54 | +5 | New |
|
SVT Hedge Fund Activity: Q4 2023 in Review
12 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Servotronics (SVT) for Q4 2023, worth a combined $3.72M — down 1.6% from $3.78M a quarter earlier.
Fund positioning in SVT was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 3 trimmed.
The largest buyer was Vanguard Group, adding an estimated $557K. The largest seller was Fidelity Investments, exiting entirely with an estimated $1.19M sold.
- 12 institutional investors held Servotronics (SVT) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $3.72M of Servotronics stock for Q4 2023, down 1.6% quarter-over-quarter.
- 1 fund opened new Servotronics positions in Q4 2023 and 1 closed out, a net change of 0 holders.
- The largest Servotronics buyer in Q4 2023 was Vanguard Group, an estimated $557K added.
- The largest Servotronics seller in Q4 2023 was Fidelity Investments, an estimated $1.19M sold.
Based on aggregated 13F filings for Q4 2023.