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Energy Services of America

22 hedge funds and large institutions have $4.91M invested in Energy Services of America in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

1.53% more ownership

Funds ownership: 11.34%12.87% (+1.5%)

4% more capital invested

Capital invested by funds: $4.74M → $4.91M (+$177K)

4% less funds holding

Funds holding: 2322 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
11
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1
Stokes Family Office
Louisiana
$1.06M
RA
2
Raffles Associates
New York
$968K +$128K +52,200 +14%
HNB
3
Huntington National Bank
Ohio
$828K
TDC
4
Thompson Davis & Co
Virginia
$747K +$343K +140,275 +75%
Vanguard Group
5
Vanguard Group
Pennsylvania
$355K +$51K +20,855 +16%
Renaissance Technologies
6
Renaissance Technologies
New York
$297K +$93.4K +38,200 +42%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$137K
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$137K +$22.2K +9,068 +18%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$55.6K +$28.3K +11,554 +91%
BlackRock
10
BlackRock
New York
$49.2K +$1.7K +696 +3%
BCM
11
Bridgeway Capital Management
Texas
$47.7K +$14.2K +5,815 +39%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$46K
B
13
Bailard
California
$43.7K -$15.2K -6,200 -25%
RJA
14
Raymond James & Associates
Florida
$42.4K
Citadel Advisors
15
Citadel Advisors
Florida
$34.3K -$9.69K -3,959 -21%
CHC
16
City Holding Co
West Virginia
$30.2K
TRCT
17
Tower Research Capital (TRC)
New York
$16K +$11.2K +4,567 +179%
UBS Group
18
UBS Group
Switzerland
$11K +$6.45K +2,638 +123%
EARNEST Partners
19
EARNEST Partners
Georgia
$5.27K
CP
20
Castleview Partners
Texas
$4.58K
Wells Fargo
21
Wells Fargo
California
$137 +$2 +1 +2%
I
22
INVST
Indiana
-$52.4K -20,000 Closed
Bank of America
23
Bank of America
North Carolina
-$46 -18 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
+$15 +6 New

ESOA Hedge Fund Activity: Q1 2023 in Review

22 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q1 2023, worth a combined $4.91M — up 3.7% from $4.74M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of ESOA and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 11 added.

The largest buyer was Thompson Davis & Co, adding an estimated $343K. The largest seller was INVST, exiting entirely with an estimated $52.4K sold.

  • 22 institutional investors held Energy Services of America (ESOA) as of Q1 2023, down from 23 in Q4 2022.
  • Funds reported $4.91M of Energy Services of America stock for Q1 2023, up 3.7% quarter-over-quarter.
  • 1 fund opened new Energy Services of America positions in Q1 2023 and 2 closed out, a net change of -1 holder.
  • The largest Energy Services of America buyer in Q1 2023 was Thompson Davis & Co, an estimated $343K added.
  • The largest Energy Services of America seller in Q1 2023 was INVST, an estimated $52.4K sold.

Based on aggregated 13F filings for Q1 2023.