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Energy Services of America

70 hedge funds and large institutions have $71M invested in Energy Services of America in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

94% more capital invested

Capital invested by funds: $36.6M → $71M (+$34.5M)

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

35% more funds holding

Funds holding: 5270 (+18)

10.7% more ownership

Funds ownership: 23.16%33.87% (+11%)

Holders
70
Holders Change
+18
Holders Change %
+34.62%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
23
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWG
51
Crown Wealth Group
North Carolina
$202K
SOW
52
State of Wyoming
Wyoming
$179K +$185K +14,146 New
IFG
53
Independent Financial Group
California
$164K -$79.2K -6,064 -32%
CHC
54
City Holding Co
West Virginia
$163K
HIM
55
Hillsdale Investment Management
Ontario, Canada
$158K -$114K -8,700 -41%
LPL Financial
56
LPL Financial
California
$156K +$5.16K +395 +3%
BCA
57
Bay Colony Advisors
Massachusetts
$140K +$145K +11,070 New
OQS
58
Occudo Quantitative Strategies
Florida
$127K +$131K +10,035 New
TRCT
59
Tower Research Capital (TRC)
New York
$112K +$116K +8,852 New
Wells Fargo
60
Wells Fargo
California
$111K +$115K +8,818 New
QT
61
Quantbot Technologies
New York
$99.9K +$103K +7,915 New
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$68K +$70.2K +5,373 New
CP
63
Castleview Partners
Texas
$25.5K
NA
64
NewEdge Advisors
Louisiana
$19.1K +$6.12K +468 +45%
Osaic Holdings
65
Osaic Holdings
Arizona
$7.63K -$719 -55 -8%
SS
66
SBI Securities
Japan
$2.52K +$2.61K +200 New
Federated Hermes
67
Federated Hermes
Pennsylvania
$1.85K
Bank of America
68
Bank of America
North Carolina
$1.14K
FIA
69
FNY Investment Advisers
New York
$1K +$1.31K +100 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$472 -$105 -8 -18%
TDC
71
Thompson Davis & Co
Virginia
-$801K -84,350 Closed
XT
72
XTX Topco
Cayman Islands
-$401K -42,215 Closed
QC
73
Quadrature Capital
United Kingdom
-$393K -41,387 Closed
TI
74
Trexquant Investment
Connecticut
-$180K -18,913 Closed
JF
75
Jump Financial
Illinois
-$131K -13,800 Closed

ESOA Hedge Fund Activity: Q4 2024 in Review

70 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q4 2024, worth a combined $71M — up 94% from $36.6M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ESOA positions and 8 closed out — a net gain of 18 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Huntington National Bank, adding an estimated $3.94M. The largest seller was Thompson Davis & Co, exiting entirely with an estimated $801K sold.

  • 70 institutional investors held Energy Services of America (ESOA) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $71M of Energy Services of America stock for Q4 2024, up 94% quarter-over-quarter.
  • 26 funds opened new Energy Services of America positions in Q4 2024 and 8 closed out, a net change of +18 holders.
  • The largest Energy Services of America buyer in Q4 2024 was Huntington National Bank, an estimated $3.94M added.
  • The largest Energy Services of America seller in Q4 2024 was Thompson Davis & Co, an estimated $801K sold.

Based on aggregated 13F filings for Q4 2024.