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Energy Services of America

21 hedge funds and large institutions have $5.04M invested in Energy Services of America in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

5% more funds holding

Funds holding: 2021 (+1)

3% less capital invested

Capital invested by funds: $5.22M → $5.04M (-$180K)

4.23% less ownership

Funds ownership: 14.81%10.57% (-4.2%)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1
Stokes Family Office
Louisiana
$1.32M
HNB
2
Huntington National Bank
Ohio
$1.03M
TDC
3
Thompson Davis & Co
Virginia
$742K +$607K +230,575 +795%
RA
4
Raffles Associates
New York
$615K +$132K +50,000 +30%
Vanguard Group
5
Vanguard Group
Pennsylvania
$334K +$40.9K +15,560 +15%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$166K
Renaissance Technologies
7
Renaissance Technologies
New York
$161K +$97.4K +37,000 +192%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$152K -$161K -61,341 -54%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$146K +$36.1K +13,711 +37%
B
10
Bailard
California
$67K +$61.3K +23,300 New
BlackRock
11
BlackRock
New York
$58K +$14.1K +5,348 +36%
I
12
INVST
Indiana
$57K
RJA
13
Raymond James & Associates
Florida
$53K
BCM
14
Bridgeway Capital Management
Texas
$43K
CHC
15
City Holding Co
West Virginia
$38K -$101K -38,303 -74%
LODC
16
Lanham O'Dell & Company
West Virginia
$30K +$27.3K +10,376 New
EARNEST Partners
17
EARNEST Partners
Georgia
$7K
CP
18
Castleview Partners
Texas
$6K -$10.5K -4,000 -67%
TRCT
19
Tower Research Capital (TRC)
New York
$5K -$2.87K -1,091 -38%
UBS Group
20
UBS Group
Switzerland
$5K +$4.2K +1,596 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
-$1.39M -672,923 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
-$650K -315,521 Closed
Wells Fargo
23
Wells Fargo
California
+$3 +1 +2%

ESOA Hedge Fund Activity: Q3 2022 in Review

21 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q3 2022, worth a combined $5.04M — down 3.5% from $5.22M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ESOA positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Thompson Davis & Co, adding an estimated $607K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $1.39M sold.

  • 21 institutional investors held Energy Services of America (ESOA) as of Q3 2022, up from 20 in Q2 2022.
  • Funds reported $5.04M of Energy Services of America stock for Q3 2022, down 3.5% quarter-over-quarter.
  • 3 funds opened new Energy Services of America positions in Q3 2022 and 2 closed out, a net change of +1 holder.
  • The largest Energy Services of America buyer in Q3 2022 was Thompson Davis & Co, an estimated $607K added.
  • The largest Energy Services of America seller in Q3 2022 was Envestnet Asset Management, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2022.