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Energy Services of America

31 hedge funds and large institutions have $22.9M invested in Energy Services of America in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

79% more capital invested

Capital invested by funds: $12.8M → $22.9M (+$10.1M)

19% more funds holding

Funds holding: 2631 (+5)

4% more ownership

Funds ownership: 19.09%23.09% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
31
Holders Change
+5
Holders Change %
+19.23%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
12
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$7.93M +$1.42M +310,924 +31%
SFO
2
Stokes Family Office
Louisiana
$2.76M
HNB
3
Huntington National Bank
Ohio
$2.16M
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.92M +$361K +78,841 +33%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.59M +$422K +92,199 +53%
RA
6
Raffles Associates
New York
$1.55M -$654K -142,887 -35%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$824K +$237K +51,785 +60%
EI
8
EAM Investors
California
$814K +$622K +136,071 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$516K +$68.2K +14,921 +21%
EIM
10
Essex Investment Management
Massachusetts
$415K -$127K -27,738 -29%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$364K +$151K +33,046 +118%
BCM
12
Bridgeway Capital Management
Texas
$338K +$160K +35,076 +163%
Citadel Advisors
13
Citadel Advisors
Florida
$319K +$112K +24,500 +85%
Northern Trust
14
Northern Trust
Illinois
$238K +$182K +39,767 New
HIM
15
Hillsdale Investment Management
Ontario, Canada
$196K
BlackRock
16
BlackRock
New York
$158K +$6.32K +1,382 +6%
RJA
17
Raymond James & Associates
Florida
$141K +$22.9K +5,000 +27%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$121K
B
19
Bailard
California
$112K +$86K +18,800 New
CWG
20
Crown Wealth Group
North Carolina
$95.6K
CHC
21
City Holding Co
West Virginia
$79.3K
NA
22
NewEdge Advisors
Louisiana
$76.7K +$50.8K +11,114 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$73K -$13.4K -2,925 -19%
MKA
24
M. Kulyk & Associates
Georgia
$62K +$47.5K +10,376 New
TRCT
25
Tower Research Capital (TRC)
New York
$13K +$9.93K +2,171 New

ESOA Hedge Fund Activity: Q4 2023 in Review

31 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q4 2023, worth a combined $22.9M — up 79% from $12.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ESOA positions and 4 closed out — a net gain of 5 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was Thompson Davis & Co, adding an estimated $1.42M. The largest seller was Raffles Associates, cutting an estimated $654K.

  • 31 institutional investors held Energy Services of America (ESOA) as of Q4 2023, up from 26 in Q3 2023.
  • Funds reported $22.9M of Energy Services of America stock for Q4 2023, up 79% quarter-over-quarter.
  • 9 funds opened new Energy Services of America positions in Q4 2023 and 4 closed out, a net change of +5 holders.
  • The largest Energy Services of America buyer in Q4 2023 was Thompson Davis & Co, an estimated $1.42M added.
  • The largest Energy Services of America seller in Q4 2023 was Raffles Associates, an estimated $654K sold.

Based on aggregated 13F filings for Q4 2023.