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Energy Services of America

21 hedge funds and large institutions have $6.76M invested in Energy Services of America in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $4.91M → $6.76M (+$1.85M)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

1.2% more ownership

Funds ownership: 12.87%14.07% (+1.2%)

5% less funds holding

Funds holding: 2221 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$1.56M +$484K +213,050 +65%
SFO
2
Stokes Family Office
Louisiana
$1.34M
RA
3
Raffles Associates
New York
$1.23M
HNB
4
Huntington National Bank
Ohio
$1.05M
Vanguard Group
5
Vanguard Group
Pennsylvania
$534K +$66.7K +29,344 +19%
Renaissance Technologies
6
Renaissance Technologies
New York
$303K -$56.6K -24,900 -19%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$174K
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$162K -$9.55K -4,204 -7%
BlackRock
9
BlackRock
New York
$75.4K +$10.3K +4,525 +21%
BCM
10
Bridgeway Capital Management
Texas
$60.9K +$423 +186 +0.9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$59K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$57.9K -$9.79K -4,307 -18%
RJA
13
Raymond James & Associates
Florida
$53.6K
CWG
14
Crown Wealth Group
North Carolina
$46.4K +$36.3K +15,991 New
CHC
15
City Holding Co
West Virginia
$38.5K
EARNEST Partners
16
EARNEST Partners
Georgia
$6.67K
CP
17
Castleview Partners
Texas
$5.8K
TRCT
18
Tower Research Capital (TRC)
New York
$5.12K -$12.2K -5,359 -75%
UBS Group
19
UBS Group
Switzerland
$574 -$10.4K -4,590 -96%
Wells Fargo
20
Wells Fargo
California
$180 +$5 +2 +3%
B
21
Bailard
California
-$43.7K -19,100 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$34.3K -14,960 Closed
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
+$132 +58 +967%

ESOA Hedge Fund Activity: Q2 2023 in Review

21 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q2 2023, worth a combined $6.76M — up 38% from $4.91M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of ESOA and 1 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 6 added.

The largest buyer was Thompson Davis & Co, adding an estimated $484K. The largest seller was Renaissance Technologies, cutting an estimated $56.6K.

  • 21 institutional investors held Energy Services of America (ESOA) as of Q2 2023, down from 22 in Q1 2023.
  • Funds reported $6.76M of Energy Services of America stock for Q2 2023, up 38% quarter-over-quarter.
  • 1 fund opened new Energy Services of America positions in Q2 2023 and 2 closed out, a net change of -1 holder.
  • The largest Energy Services of America buyer in Q2 2023 was Thompson Davis & Co, an estimated $484K added.
  • The largest Energy Services of America seller in Q2 2023 was Renaissance Technologies, an estimated $56.6K sold.

Based on aggregated 13F filings for Q2 2023.