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Energy Services of America

20 hedge funds and large institutions have $5.22M invested in Energy Services of America in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

43% more funds holding

Funds holding: 1420 (+6)

16% more capital invested

Capital invested by funds: $4.52M → $5.22M (+$705K)

5.1% more ownership

Funds ownership: 9.7%14.81% (+5.1%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
2
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.39M +$1.66M +672,923 New
SFO
2
Stokes Family Office
Louisiana
$952K
HNB
3
Huntington National Bank
Ohio
$745K
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$650K
RA
5
Raffles Associates
New York
$340K +$407K +165,000 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$236K +$110K +44,591 +64%
Vanguard Group
7
Vanguard Group
Pennsylvania
$208K +$249K +101,160 New
CP
8
Castleview Partners
Texas
$146K +$9.86K +4,000 +200%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$120K +$144K +58,314 New
CHC
10
City Holding Co
West Virginia
$106K
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$77K +$91.7K +37,212 New
TDC
12
Thompson Davis & Co
Virginia
$60K -$306K -124,070 -81%
I
13
INVST
Indiana
$45K
Renaissance Technologies
14
Renaissance Technologies
New York
$40K +$47.6K +19,300 New
RJA
15
Raymond James & Associates
Florida
$38K -$122K -49,631 -73%
BlackRock
16
BlackRock
New York
$31K +$36.9K +14,972 New
BCM
17
Bridgeway Capital Management
Texas
$31K +$37K +15,000 New
TRCT
18
Tower Research Capital (TRC)
New York
$6K +$7.13K +2,891 New
EARNEST Partners
19
EARNEST Partners
Georgia
$5K +$5.67K +2,300 New
Jane Street
20
Jane Street
New York
-$81K -28,230 Closed
TSS
21
Two Sigma Securities
New York
-$52K -18,161 Closed
VF
22
Virtu Financial
New York
-$51K -17,644 Closed
Bank of America
23
Bank of America
North Carolina
-$20K -7,000 Closed
HPC
24
HM Payson & Co
Maine
-$4K -1,276 Closed
Wells Fargo
25
Wells Fargo
California
+$140 +57 New

ESOA Hedge Fund Activity: Q2 2022 in Review

20 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q2 2022, worth a combined $5.22M — up 16% from $4.52M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ESOA positions and 5 closed out — a net gain of 6 holders — while 2 added to existing stakes and 2 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.66M. The largest seller was Thompson Davis & Co, cutting an estimated $306K.

  • 20 institutional investors held Energy Services of America (ESOA) as of Q2 2022, up from 14 in Q1 2022.
  • Funds reported $5.22M of Energy Services of America stock for Q2 2022, up 16% quarter-over-quarter.
  • 11 funds opened new Energy Services of America positions in Q2 2022 and 5 closed out, a net change of +6 holders.
  • The largest Energy Services of America buyer in Q2 2022 was Envestnet Asset Management, an estimated $1.66M added.
  • The largest Energy Services of America seller in Q2 2022 was Thompson Davis & Co, an estimated $306K sold.

Based on aggregated 13F filings for Q2 2022.