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Energy Services of America
ESOA

Overview Fund Activity

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
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

1
Morgan Stanley
1
Morgan Stanley
New York
$3.66M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.51M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$826K
4
RWM
4
Ritholtz Wealth Management
New York
$342K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$292K

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$1.49M
2
RA
2
Raffles Associates
New York
$1.46M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
B
5
Bailard
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TDC
1
Thompson Davis & Co
Virginia
$11M +$61.5K +7,451 +0.6%
SFO
2
Stokes Family Office
Louisiana
$3.81M – – –
Morgan Stanley
3
Morgan Stanley
New York
$3.66M +$3.66M +443,377 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.51M +$860K +104,299 +33%
HNB
5
Huntington National Bank
Ohio
$2.98M – – –
Renaissance Technologies
6
Renaissance Technologies
New York
$1.49M -$699K -84,700 -32%
RA
7
Raffles Associates
New York
$1.46M -$680K -82,447 -32%
EI
8
EAM Investors
California
$1.27M +$151K +18,316 +13%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.22M +$83.4K +10,108 +7%
OSAM
10
O'Shaughnessy Asset Management
Connecticut
$826K +$826K +100,143 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$787K +$74.9K +9,074 +11%
EIM
12
Essex Investment Management
Massachusetts
$573K – – –
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$541K +$38.2K +4,641 +8%
BCM
14
Bridgeway Capital Management
Texas
$471K +$4.33K +525 +0.9%
BlackRock
15
BlackRock
New York
$406K +$188K +22,830 +87%
RWM
16
Ritholtz Wealth Management
New York
$342K +$342K +41,498 New
Northern Trust
17
Northern Trust
Illinois
$300K -$28.4K -3,448 -9%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$292K +$292K +35,369 New
HIM
19
Hillsdale Investment Management
Ontario, Canada
$271K – – –
American Century Companies
20
American Century Companies
Missouri
$270K +$270K +32,762 New
State Street
21
State Street
Massachusetts
$252K +$252K +30,529 New
HBCM
22
Heron Bay Capital Management
Michigan
$234K +$234K +28,409 New
Two Sigma Investments
23
Two Sigma Investments
New York
$165K +$165K +20,015 New
DA
24
Denali Advisors
California
$154K +$154K +18,700 New
RJA
25
Raymond James & Associates
Florida
$153K -$41.3K -5,000 -21%
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