Energy Services of America
ESOA
39 hedge funds and large institutions have $26.8M invested in Energy Services of America in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 16 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.24% less ownership
Funds ownership: 27.86% → 22.62% (-5.2%)
17% less funds holding
Funds holding: 47 → 39 (-8)
30% less capital invested
Capital invested by funds: $38.1M → $26.8M (-$11.3M)
50% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$612K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$381K |
| 3 |
NIM
Needham Investment Management
New York
|
+$363K |
| 4 |
RA
Raffles Associates
New York
|
+$291K |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
-$5.45M |
| 2 |
Morgan Stanley
New York
|
-$748K |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$566K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$471K |
| 5 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$329K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OQS
51
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| – | -$92K | -11,148 | Closed |
|
52
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$83K | -10,000 | Closed |
|
53
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$48.3K | -5,849 | Closed |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| – | -$17.3K | -2,093 | Closed |
|
55
Wells Fargo
San Francisco,
California
| – | -$578 | -70 | Closed |
|
ESOA Hedge Fund Activity: Q2 2024 in Review
39 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q2 2024, worth a combined $26.8M — down 30% from $38.1M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of ESOA and 8 opened new positions — a net loss of 8 holders — while 11 trimmed existing stakes and 14 added.
The largest buyer was American Century Companies, adding an estimated $612K. The largest seller was Thompson Davis & Co, cutting an estimated $5.45M.
- 39 institutional investors held Energy Services of America (ESOA) as of Q2 2024, down from 47 in Q1 2024.
- Funds reported $26.8M of Energy Services of America stock for Q2 2024, down 30% quarter-over-quarter.
- 8 funds opened new Energy Services of America positions in Q2 2024 and 16 closed out, a net change of -8 holders.
- The largest Energy Services of America buyer in Q2 2024 was American Century Companies, an estimated $612K added.
- The largest Energy Services of America seller in Q2 2024 was Thompson Davis & Co, an estimated $5.45M sold.
Based on aggregated 13F filings for Q2 2024.