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Energy Services of America
ESOA

Overview Fund Activity

38 hedge funds and large institutions have $26.7M invested in Energy Services of America in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-9
Holders Change %
-19.15%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
14
Reduced
11
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$839K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.42M
3
NIM
3
Needham Investment Management
New York
$358K
4
RA
4
Raffles Associates
New York
$1.56M
5
NA
5
Navellier & Associates
Nevada
$235K

Top Sellers

1
TDC
1
Thompson Davis & Co
Virginia
$4.17M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.44M
3
EI
3
EAM Investors
California
$547K
4
BCM
4
Bridgeway Capital Management
Texas
$0
5
EIM
5
Essex Investment Management
Massachusetts
$172K
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$106K +$106K +14,830 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$101K +$14.5K +2,024 +17%
LSV Asset Management
28
LSV Asset Management
Illinois
$100K – – –
CHC
29
City Holding Co
West Virginia
$92.4K -$2.52K -352 -3%
Citadel Advisors
30
Citadel Advisors
Florida
$76K +$76K +10,617 New
UBS Group
31
UBS Group
Switzerland
$22.5K -$47K -6,568 -68%
CP
32
Castleview Partners
Texas
$14.3K – – –
NA
33
NewEdge Advisors
Louisiana
$12.3K +$5.02K +701 +69%
Osaic Holdings
34
Osaic Holdings
Arizona
$5.16K +$5.16K +720 New
Federated Hermes
35
Federated Hermes
Pennsylvania
$2.08K – – –
Fidelity Investments
36
Fidelity Investments
Massachusetts
$828 +$828 +116 New
Bank of America
37
Bank of America
North Carolina
$523 -$14.4K -2,007 -96%
ARC
38
Advisor Resource Council
Texas
$90 -$19 -2,640 -17%
BCM
39
Bridgeway Capital Management
Texas
– -$471K -57,076 Closed
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– -$292K -35,369 Closed
HIM
41
Hillsdale Investment Management
Ontario, Canada
– -$271K -32,800 Closed
HBCM
42
Heron Bay Capital Management
Michigan
– -$234K -28,409 Closed
Two Sigma Investments
43
Two Sigma Investments
New York
– -$165K -20,015 Closed
DA
44
Denali Advisors
California
– -$154K -18,700 Closed
JF
45
Jump Financial
Illinois
– -$121K -14,634 Closed
Goldman Sachs
46
Goldman Sachs
New York
– -$113K -13,696 Closed
CW
47
CreativeOne Wealth
Kansas
– -$109K -13,250 Closed
Squarepoint
48
Squarepoint
New York
– -$102K -12,322 Closed
YIH
49
Y-Intercept (HK)
Hong Kong
– -$93.1K -11,285 Closed
OQS
50
Occudo Quantitative Strategies
Florida
– -$92K -11,148 Closed
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