Energy Services of America
ESOA
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.
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: 39 → 52 (+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: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$755K |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$501K |
| 3 |
Citigroup
New York
|
+$481K |
| 4 |
HNB
Huntington National Bank
Columbus,
Ohio
|
+$438K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$407K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
-$4.26M |
| 2 |
RA
Raffles Associates
New York
|
-$402K |
| 3 |
Renaissance Technologies
New York
|
-$275K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$132K |
| 5 |
Jane Street
New York
|
-$127K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $430 | -$607 | -71 | -61% |
|
52
UBS Group
Zurich,
Switzerland
| $57 | -$26.9K | -3,143 | -100% |
|
|
RJA
53
Raymond James & Associates
St Petersburg,
Florida
| – | -$132K | -18,497 | Closed |
|
|
54
Jane Street
New York
| – | -$127K | -17,677 | Closed |
|
|
DADC
55
D.A. Davidson & Co
Great Falls,
Montana
| – | -$106K | -14,830 | Closed |
|
56
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$101K | -14,106 | Closed |
|
57
LSV Asset Management
Chicago,
Illinois
| – | -$100K | -14,000 | Closed |
|
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.