Servotronics
SVT
SVT was delisted on the 30th of June, 2025.
14 hedge funds and large institutions have $3.05M invested in Servotronics in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more funds holding
Funds holding: 13 → 14 (+1)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
0.57% less ownership
Funds ownership: 10.61% → 10.04% (-0.57%)
18% less capital invested
Capital invested by funds: $3.7M → $3.05M (-$658K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Close
New York
|
+$155K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$6.5K |
| 3 |
BlackRock
New York
|
+$4.74K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$221 |
| 5 |
IC
Innealta Capital
Austin,
Texas
|
+$172 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$361K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.69K |
| 3 |
Morgan Stanley
New York
|
-$3.68K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$147 |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$74 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OC
1
Oppenheimer & Close
New York
| $1.44M | +$155K | +12,633 | +12% |
|
|
2
Dimensional Fund Advisors
Austin,
Texas
| $677K | -$5.69K | -464 | -0.8% |
|
|
3
Wells Fargo
San Francisco,
California
| $283K | -$147 | -12 | -0.1% |
|
|
4
Vanguard Group
Malvern,
Pennsylvania
| $234K | +$221 | +18 | +0.1% |
|
|
BCM
5
Bridgeway Capital Management
Houston,
Texas
| $234K | – | – | – |
|
|
CC
6
Courier Capital
Buffalo,
New York
| $119K | – | – | – |
|
|
7
Morgan Stanley
New York
| $24.2K | -$3.68K | -300 | -13% |
|
|
8
BlackRock
New York
| $23.5K | +$4.74K | +386 | +24% |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $7.62K | -$74 | -6 | -0.9% |
|
|
10
UBS Group
Zurich,
Switzerland
| $6.31K | +$6.5K | +530 | New |
|
|
IC
11
Innealta Capital
Austin,
Texas
| $167 | +$172 | +14 | New |
|
12
Bank of America
Charlotte,
North Carolina
| $143 | +$147 | +12 | New |
|
13
JP Morgan Chase
New York
| $36 | – | – | – |
|
|
14
Citadel Advisors
Miami,
Florida
| – | -$361K | -26,242 | Closed |
|
15
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$37 | +3 | +27% |
|
SVT Hedge Fund Activity: Q2 2024 in Review
14 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Servotronics (SVT) for Q2 2024, worth a combined $3.05M — down 18% from $3.7M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SVT positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Oppenheimer & Close, adding an estimated $155K. The largest seller was Citadel Advisors, exiting entirely with an estimated $361K sold.
- 14 institutional investors held Servotronics (SVT) as of Q2 2024, up from 13 in Q1 2024.
- Funds reported $3.05M of Servotronics stock for Q2 2024, down 18% quarter-over-quarter.
- 3 funds opened new Servotronics positions in Q2 2024 and 2 closed out, a net change of +1 holder.
- The largest Servotronics buyer in Q2 2024 was Oppenheimer & Close, an estimated $155K added.
- The largest Servotronics seller in Q2 2024 was Citadel Advisors, an estimated $361K sold.
Based on aggregated 13F filings for Q2 2024.