We are live on ! Find out more
ESOA icon

Energy Services of America
ESOA

47 hedge funds and large institutions have $38.1M invested in Energy Services of America in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

67% more capital invested

Capital invested by funds: $22.9M → $38.1M (+$15.3M)

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

52% more funds holding

Funds holding: 31 → 47 (+16)

4.78% more ownership

Funds ownership: 23.09% → 27.86% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
47
Holders Change
+16
Holders Change %
+51.61%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
10
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.26M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$768K
3
OSAM
O'Shaughnessy Asset Management
Connecticut
+$737K
4
RWM
Ritholtz Wealth Management
New York
+$305K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$260K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$623K
2
RA
Raffles Associates
New York
-$607K
3
Citadel Advisors
Citadel Advisors
Florida
-$319K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$121K
5
B
Bailard
California
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$11M +$54.8K +7,451 +0.6%
SFO
2
Stokes Family Office
Louisiana
$3.81M – – –
Morgan Stanley
3
Morgan Stanley
New York
$3.66M +$3.26M +443,377 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.51M +$768K +104,299 +33%
HNB
5
Huntington National Bank
Ohio
$2.98M – – –
Renaissance Technologies
6
Renaissance Technologies
New York
$1.49M -$623K -84,700 -32%
RA
7
Raffles Associates
New York
$1.46M -$607K -82,447 -32%
EI
8
EAM Investors
California
$1.27M +$135K +18,316 +13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.22M +$74.4K +10,108 +7%
OSAM
10
O'Shaughnessy Asset Management
Connecticut
$826K +$737K +100,143 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$787K +$66.8K +9,074 +11%
EIM
12
Essex Investment Management
Massachusetts
$573K – – –
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$541K +$34.2K +4,641 +8%
BCM
14
Bridgeway Capital Management
Texas
$471K +$3.86K +525 +0.9%
BlackRock
15
BlackRock
New York
$406K +$168K +22,830 +87%
RWM
16
Ritholtz Wealth Management
New York
$342K +$305K +41,498 New
Northern Trust
17
Northern Trust
Illinois
$300K -$25.4K -3,448 -9%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$292K +$260K +35,369 New
HIM
19
Hillsdale Investment Management
Ontario, Canada
$271K – – –
American Century Companies
20
American Century Companies
Missouri
$270K +$241K +32,762 New
State Street
21
State Street
Massachusetts
$252K +$225K +30,529 New
HBCM
22
Heron Bay Capital Management
Michigan
$234K +$209K +28,409 New
Two Sigma Investments
23
Two Sigma Investments
New York
$165K +$147K +20,015 New
DA
24
Denali Advisors
California
$154K +$138K +18,700 New
RJA
25
Raymond James & Associates
Florida
$153K -$36.8K -5,000 -21%
1
2 3

ESOA Hedge Fund Activity: Q1 2024 in Review

47 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q1 2024, worth a combined $38.1M — up 67% from $22.9M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new ESOA positions and 7 closed out — a net gain of 16 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $3.26M. The largest seller was Renaissance Technologies, cutting an estimated $623K.

  • 47 institutional investors held Energy Services of America (ESOA) as of Q1 2024, up from 31 in Q4 2023.
  • Funds reported $38.1M of Energy Services of America stock for Q1 2024, up 67% quarter-over-quarter.
  • 23 funds opened new Energy Services of America positions in Q1 2024 and 7 closed out, a net change of +16 holders.
  • The largest Energy Services of America buyer in Q1 2024 was Morgan Stanley, an estimated $3.26M added.
  • The largest Energy Services of America seller in Q1 2024 was Renaissance Technologies, an estimated $623K sold.

Based on aggregated 13F filings for Q1 2024.