Energy Services of America
ESOA
26 hedge funds and large institutions have $12.8M invested in Energy Services of America in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
89% more capital invested
Capital invested by funds: $6.76M → $12.8M (+$6.03M)
24% more funds holding
Funds holding: 21 → 26 (+5)
5.01% more ownership
Funds ownership: 14.07% → 19.09% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
+$1.59M |
| 2 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$325K |
| 3 |
Renaissance Technologies
New York
|
+$229K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$192K |
| 5 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Raffles Associates
New York
|
-$66.8K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$19.7K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5.12K |
| 4 |
BlackRock
New York
|
-$3.4K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$574 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $44 | +$37 | +11 | New |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| – | -$5.12K | -1,765 | Closed |
|
|
28
UBS Group
Zurich,
Switzerland
| – | -$574 | -198 | Closed |
|
ESOA Hedge Fund Activity: Q3 2023 in Review
26 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q3 2023, worth a combined $12.8M — up 89% from $6.76M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ESOA positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Thompson Davis & Co, adding an estimated $1.59M. The largest seller was Raffles Associates, cutting an estimated $66.8K.
- 26 institutional investors held Energy Services of America (ESOA) as of Q3 2023, up from 21 in Q2 2023.
- Funds reported $12.8M of Energy Services of America stock for Q3 2023, up 89% quarter-over-quarter.
- 7 funds opened new Energy Services of America positions in Q3 2023 and 2 closed out, a net change of +5 holders.
- The largest Energy Services of America buyer in Q3 2023 was Thompson Davis & Co, an estimated $1.59M added.
- The largest Energy Services of America seller in Q3 2023 was Raffles Associates, an estimated $66.8K sold.
Based on aggregated 13F filings for Q3 2023.