Servotronics
SVT
SVT was delisted on the 30th of June, 2025.
12 hedge funds and large institutions have $2.91M invested in Servotronics in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
0.02% more ownership
Funds ownership: 10.04% → 10.05% (+0.02%)
5% less capital invested
Capital invested by funds: $3.05M → $2.91M (-$137K)
14% less funds holding
Funds holding: 14 → 12 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$154K |
| 2 |
CC
Courier Capital
Buffalo,
New York
|
+$97.6K |
| 3 |
OC
Oppenheimer & Close
New York
|
+$22.8K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$17.4K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.19K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$267K |
| 2 |
Morgan Stanley
New York
|
-$13.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6.31K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.16K |
| 5 |
IC
Innealta Capital
Austin,
Texas
|
-$167 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OC
1
Oppenheimer & Close
New York
| $1.39M | +$22.8K | +1,952 | +2% |
|
|
2
Dimensional Fund Advisors
Austin,
Texas
| $659K | +$17.4K | +1,491 | +3% |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $230K | +$8.19K | +700 | +4% |
|
|
BCM
4
Bridgeway Capital Management
Houston,
Texas
| $222K | – | – | – |
|
|
CC
5
Courier Capital
Buffalo,
New York
| $207K | +$97.6K | +8,344 | +83% |
|
|
6
Geode Capital Management
Boston,
Massachusetts
| $149K | +$154K | +13,148 | New |
|
7
BlackRock
New York
| $28.1K | +$6.03K | +516 | +26% |
|
|
8
Wells Fargo
San Francisco,
California
| $11.3K | -$267K | -22,807 | -96% |
|
|
9
Morgan Stanley
New York
| $10.2K | -$13.2K | -1,125 | -55% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $4.18K | -$3.16K | -270 | -42% |
|
11
Bank of America
Charlotte,
North Carolina
| $565 | +$444 | +38 | +317% |
|
12
JP Morgan Chase
New York
| $34 | – | – | – |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$6.31K | -530 | Closed |
|
|
IC
14
Innealta Capital
Austin,
Texas
| – | -$167 | -14 | Closed |
|
SVT Hedge Fund Activity: Q3 2024 in Review
12 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Servotronics (SVT) for Q3 2024, worth a combined $2.91M — down 4.5% from $3.05M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of SVT and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 6 added.
The largest buyer was Geode Capital Management, opening a new position worth an estimated $154K. The largest seller was Wells Fargo, cutting an estimated $267K.
- 12 institutional investors held Servotronics (SVT) as of Q3 2024, down from 14 in Q2 2024.
- Funds reported $2.91M of Servotronics stock for Q3 2024, down 4.5% quarter-over-quarter.
- 1 fund opened new Servotronics positions in Q3 2024 and 3 closed out, a net change of -2 holders.
- The largest Servotronics buyer in Q3 2024 was Geode Capital Management, an estimated $154K added.
- The largest Servotronics seller in Q3 2024 was Wells Fargo, an estimated $267K sold.
Based on aggregated 13F filings for Q3 2024.