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Energy Services of America

23 hedge funds and large institutions have $4.74M invested in Energy Services of America in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

10% more funds holding

Funds holding: 2123 (+2)

0.77% more ownership

Funds ownership: 10.57%11.34% (+0.77%)

6% less capital invested

Capital invested by funds: $5.04M → $4.74M (-$305K)

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1
Stokes Family Office
Louisiana
$1.19M
RA
2
Raffles Associates
New York
$954K +$428K +155,525 +72%
HNB
3
Huntington National Bank
Ohio
$931K
TDC
4
Thompson Davis & Co
Virginia
$479K -$202K -73,500 -28%
Vanguard Group
5
Vanguard Group
Pennsylvania
$345K +$47.5K +17,274 +15%
Renaissance Technologies
6
Renaissance Technologies
New York
$235K +$96.3K +35,000 +62%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$155K +$4.7K +1,707 +3%
B
8
Bailard
California
$65.5K +$5.5K +2,000 +9%
BlackRock
9
BlackRock
New York
$53.5K +$1.28K +464 +2%
I
10
INVST
Indiana
$52.4K
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$52K -$90.4K -32,881 -62%
Citadel Advisors
12
Citadel Advisors
Florida
$49K +$52K +18,919 New
RJA
13
Raymond James & Associates
Florida
$47.6K
BCM
14
Bridgeway Capital Management
Texas
$38.9K
CHC
15
City Holding Co
West Virginia
$34.1K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$33K +$35K +12,729 New
TRCT
17
Tower Research Capital (TRC)
New York
$7K +$2.08K +757 +42%
EARNEST Partners
18
EARNEST Partners
Georgia
$5.92K
UBS Group
19
UBS Group
Switzerland
$5.53K +$1.52K +554 +35%
CP
20
Castleview Partners
Texas
$5.15K
Wells Fargo
21
Wells Fargo
California
$152 +$3 +1 +2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$131 +$22 +8 +0%
Bank of America
23
Bank of America
North Carolina
$46 +$50 +18 New
LODC
24
Lanham O'Dell & Company
West Virginia
-$30K -10,376 Closed

ESOA Hedge Fund Activity: Q4 2022 in Review

23 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q4 2022, worth a combined $4.74M — down 6% from $5.04M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ESOA positions and 1 closed out — a net gain of 2 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was Raffles Associates, adding an estimated $428K. The largest seller was Thompson Davis & Co, cutting an estimated $202K.

  • 23 institutional investors held Energy Services of America (ESOA) as of Q4 2022, up from 21 in Q3 2022.
  • Funds reported $4.74M of Energy Services of America stock for Q4 2022, down 6% quarter-over-quarter.
  • 3 funds opened new Energy Services of America positions in Q4 2022 and 1 closed out, a net change of +2 holders.
  • The largest Energy Services of America buyer in Q4 2022 was Raffles Associates, an estimated $428K added.
  • The largest Energy Services of America seller in Q4 2022 was Thompson Davis & Co, an estimated $202K sold.

Based on aggregated 13F filings for Q4 2022.