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Energy Services of America

26 hedge funds and large institutions have $12.8M invested in Energy Services of America in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

89% more capital invested

Capital invested by funds: $6.76M → $12.8M (+$6.03M)

24% more funds holding

Funds holding: 2126 (+5)

5.01% more ownership

Funds ownership: 14.07%19.09% (+5%)

Holders
26
Holders Change
+5
Holders Change %
+23.81%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
8
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$4.11M +$1.59M +475,950 +88%
SFO
2
Stokes Family Office
Louisiana
$1.87M
RA
3
Raffles Associates
New York
$1.63M -$66.8K -20,000 -5%
HNB
4
Huntington National Bank
Ohio
$1.46M
Vanguard Group
5
Vanguard Group
Pennsylvania
$978K +$192K +57,559 +31%
Renaissance Technologies
6
Renaissance Technologies
New York
$701K +$229K +68,601 +66%
EIM
7
Essex Investment Management
Massachusetts
$393K +$325K +97,163 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$348K +$101K +30,243 +54%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$289K +$37.9K +11,345 +19%
HIM
10
Hillsdale Investment Management
Ontario, Canada
$133K +$110K +32,800 New
Citadel Advisors
11
Citadel Advisors
Florida
$116K +$96.2K +28,793 New
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$113K +$93.8K +28,068 New
BlackRock
13
BlackRock
New York
$101K -$3.4K -1,017 -4%
BCM
14
Bridgeway Capital Management
Texas
$86.9K +$1.58K +474 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$82K
RJA
16
Raymond James & Associates
Florida
$74.8K
CWG
17
Crown Wealth Group
North Carolina
$64.7K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$61K +$50.6K +15,136 +23,650%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$57K -$19.7K -5,893 -30%
CHC
20
City Holding Co
West Virginia
$53.6K
VF
21
Virtu Financial
New York
$49K +$40.6K +12,162 New
EARNEST Partners
22
EARNEST Partners
Georgia
$9.3K
CP
23
Castleview Partners
Texas
$8.09K
AWM
24
Avior Wealth Management
Nebraska
$4.04K +$3.34K +1,000 New
Wells Fargo
25
Wells Fargo
California
$263 +$10 +3 +5%

ESOA Hedge Fund Activity: Q3 2023 in Review

26 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q3 2023, worth a combined $12.8M — up 89% from $6.76M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ESOA positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Thompson Davis & Co, adding an estimated $1.59M. The largest seller was Raffles Associates, cutting an estimated $66.8K.

  • 26 institutional investors held Energy Services of America (ESOA) as of Q3 2023, up from 21 in Q2 2023.
  • Funds reported $12.8M of Energy Services of America stock for Q3 2023, up 89% quarter-over-quarter.
  • 7 funds opened new Energy Services of America positions in Q3 2023 and 2 closed out, a net change of +5 holders.
  • The largest Energy Services of America buyer in Q3 2023 was Thompson Davis & Co, an estimated $1.59M added.
  • The largest Energy Services of America seller in Q3 2023 was Raffles Associates, an estimated $66.8K sold.

Based on aggregated 13F filings for Q3 2023.