Energy Services of America
ESOA
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.
229% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 7
67% more capital invested
Capital invested by funds: $22.9M → $38.1M (+$15.3M)
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
52% more funds holding
Funds holding: 31 → 47 (+16)
4.78% more ownership
Funds ownership: 23.09% → 27.86% (+4.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.26M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$768K |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$737K |
| 4 |
RWM
Ritholtz Wealth Management
New York
|
+$305K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$260K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$623K |
| 2 |
RA
Raffles Associates
New York
|
-$607K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$319K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$121K |
| 5 |
B
Bailard
Foster City,
California
|
-$112K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MKA
51
M. Kulyk & Associates
Decatur,
Georgia
| – | -$62K | -10,376 | Closed |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| – | -$13K | -2,171 | Closed |
|
53
JP Morgan Chase
New York
| – | -$753 | -126 | Closed |
|
ESOA Hedge Fund Activity: Q1 2024 in Review
47 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q1 2024, worth a combined $38.1M — up 67% from $22.9M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ESOA positions and 7 closed out — a net gain of 16 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $3.26M. The largest seller was Renaissance Technologies, cutting an estimated $623K.
- 47 institutional investors held Energy Services of America (ESOA) as of Q1 2024, up from 31 in Q4 2023.
- Funds reported $38.1M of Energy Services of America stock for Q1 2024, up 67% quarter-over-quarter.
- 23 funds opened new Energy Services of America positions in Q1 2024 and 7 closed out, a net change of +16 holders.
- The largest Energy Services of America buyer in Q1 2024 was Morgan Stanley, an estimated $3.26M added.
- The largest Energy Services of America seller in Q1 2024 was Renaissance Technologies, an estimated $623K sold.
Based on aggregated 13F filings for Q1 2024.