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Energy Services of America

52 hedge funds and large institutions have $36.6M invested in Energy Services of America in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

36% more capital invested

Capital invested by funds: $26.8M → $36.6M (+$9.76M)

33% more funds holding

Funds holding: 3952 (+13)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

0.54% more ownership

Funds ownership: 22.62%23.16% (+0.54%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
52
Holders Change
+13
Holders Change %
+33.33%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
16
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
Navellier & Associates
Nevada
$310K -$1.39K -162 -0.5%
Two Sigma Investments
27
Two Sigma Investments
New York
$242K +$218K +25,468 New
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$239K +$215K +25,114 New
Goldman Sachs
29
Goldman Sachs
New York
$202K +$182K +21,277 New
HIM
30
Hillsdale Investment Management
Ontario, Canada
$201K +$181K +21,200 New
VF
31
Virtu Financial
New York
$201K +$47.2K +5,516 +35%
EIM
32
Essex Investment Management
Massachusetts
$189K -$35.4K -4,138 -17%
IFG
33
Independent Financial Group
California
$181K +$33.9K +3,968 +26%
TI
34
Trexquant Investment
Connecticut
$180K +$162K +18,913 New
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$178K +$160K +18,698 New
Citadel Advisors
36
Citadel Advisors
Florida
$172K +$63.9K +7,468 +70%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$167K +$150K +17,545 New
CWG
38
Crown Wealth Group
North Carolina
$152K
JF
39
Jump Financial
Illinois
$131K +$118K +13,800 New
OAM
40
Oxford Asset Management
United Kingdom
$130K +$117K +13,662 New
CHC
41
City Holding Co
West Virginia
$123K
LPL Financial
42
LPL Financial
California
$114K +$102K +11,961 New
ARC
43
Advisor Resource Council
Texas
$110K -$8.59K -1,005 -8%
JFG
44
Jefferies Financial Group
New York
$101K +$90.6K +10,600 New
CP
45
Castleview Partners
Texas
$19K
NA
46
NewEdge Advisors
Louisiana
$9.94K -$5.78K -676 -39%
Osaic Holdings
47
Osaic Holdings
Arizona
$6.26K -$522 -61 -8%
JP Morgan Chase
48
JP Morgan Chase
New York
$4.86K +$4.37K +511 New
Federated Hermes
49
Federated Hermes
Pennsylvania
$1.4K -$1.22K -143 -49%
Bank of America
50
Bank of America
North Carolina
$855 +$145 +17 +23%

ESOA Hedge Fund Activity: Q3 2024 in Review

52 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q3 2024, worth a combined $36.6M — up 36% from $26.8M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ESOA positions and 5 closed out — a net gain of 13 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $755K. The largest seller was Thompson Davis & Co, cutting an estimated $4.26M.

  • 52 institutional investors held Energy Services of America (ESOA) as of Q3 2024, up from 39 in Q2 2024.
  • Funds reported $36.6M of Energy Services of America stock for Q3 2024, up 36% quarter-over-quarter.
  • 18 funds opened new Energy Services of America positions in Q3 2024 and 5 closed out, a net change of +13 holders.
  • The largest Energy Services of America buyer in Q3 2024 was Marshall Wace, an estimated $755K added.
  • The largest Energy Services of America seller in Q3 2024 was Thompson Davis & Co, an estimated $4.26M sold.

Based on aggregated 13F filings for Q3 2024.