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Energy Services of America
ESOA

Overview Fund Activity

47 hedge funds and large institutions have $38.1M invested in Energy Services of America in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+16
Holders Change %
+51.61%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
10
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.66M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.51M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$826K
4
RWM
4
Ritholtz Wealth Management
New York
$342K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$292K

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$1.49M
2
RA
2
Raffles Associates
New York
$1.46M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
B
5
Bailard
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$142K +$142K +17,236 New
CWG
27
Crown Wealth Group
North Carolina
$132K – – –
JF
28
Jump Financial
Illinois
$121K +$121K +14,634 New
LSV Asset Management
29
LSV Asset Management
Illinois
$116K +$116K +14,000 New
Goldman Sachs
30
Goldman Sachs
New York
$113K +$113K +13,696 New
CHC
31
City Holding Co
West Virginia
$109K – – –
CW
32
CreativeOne Wealth
Kansas
$109K +$109K +13,250 New
QC
33
Quadrature Capital
United Kingdom
$106K +$106K +12,799 New
Squarepoint
34
Squarepoint
New York
$102K +$102K +12,322 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$100K +$100K +12,082 New
YIH
36
Y-Intercept (HK)
Hong Kong
$93.1K +$93.1K +11,285 New
OQS
37
Occudo Quantitative Strategies
Florida
$92K +$92K +11,148 New
ARC
38
Advisor Resource Council
Texas
$91.1K +$91.1K +15,230 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$83K -$18.9K -2,275 -19%
UBS Group
40
UBS Group
Switzerland
$80.2K +$80.2K +9,717 New
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$48.3K +$48.3K +5,849 New
IA
42
IFP Advisors
Florida
$17.3K +$17.3K +2,093 New
Bank of America
43
Bank of America
North Carolina
$17.2K +$17.1K +2,074 +34,567%
CP
44
Castleview Partners
Texas
$16.5K – – –
NA
45
NewEdge Advisors
Louisiana
$8.42K -$83.3K -10,093 -91%
Federated Hermes
46
Federated Hermes
Pennsylvania
$2.39K – – –
Wells Fargo
47
Wells Fargo
California
$578 +$8 +1 +1%
Citadel Advisors
48
Citadel Advisors
Florida
– -$319K -53,293 Closed
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
– -$121K -20,239 Closed
B
50
Bailard
California
– -$112K -18,800 Closed
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