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Energy Services of America

52 hedge funds and large institutions have $36.6M invested in Energy Services of America in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

36% more capital invested

Capital invested by funds: $26.8M → $36.6M (+$9.76M)

33% more funds holding

Funds holding: 3952 (+13)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

0.54% more ownership

Funds ownership: 22.62%23.16% (+0.54%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
52
Holders Change
+13
Holders Change %
+33.33%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
16
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.63M +$84.3K +9,862 +2%
SFO
2
Stokes Family Office
Louisiana
$4.39M
HNB
3
Huntington National Bank
Ohio
$3.58M +$438K +51,200 +16%
Morgan Stanley
4
Morgan Stanley
New York
$3.37M +$126K +14,718 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.88M +$166K +19,387 +11%
American Century Companies
6
American Century Companies
Missouri
$1.67M +$501K +58,614 +50%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.63M -$275K -32,192 -16%
RA
8
Raffles Associates
New York
$1.62M -$402K -47,000 -22%
OSAM
9
O'Shaughnessy Asset Management
Connecticut
$1.41M +$141K +16,529 +14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.17M +$206K +24,108 +24%
Marshall Wace
11
Marshall Wace
United Kingdom
$839K +$755K +88,318 New
TDC
12
Thompson Davis & Co
Virginia
$801K -$4.26M -498,075 -86%
EI
13
EAM Investors
California
$782K +$51.3K +6,001 +8%
RWM
14
Ritholtz Wealth Management
New York
$623K +$39.9K +4,669 +8%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$576K -$3.42K -400 -0.7%
BlackRock
16
BlackRock
New York
$547K +$69.9K +8,171 +17%
Citigroup
17
Citigroup
New York
$534K +$481K +56,211 New
NIM
18
Needham Investment Management
New York
$475K
GCP
19
GSA Capital Partners
United Kingdom
$452K +$407K +47,608 New
XT
20
XTX Topco
Cayman Islands
$401K +$361K +42,215 New
QC
21
Quadrature Capital
United Kingdom
$393K -$25.5K -2,985 -7%
First Trust Advisors
22
First Trust Advisors
Illinois
$370K +$333K +38,987 New
Millennium Management
23
Millennium Management
New York
$367K +$330K +38,592 New
Northern Trust
24
Northern Trust
Illinois
$360K +$26.6K +3,114 +9%
State Street
25
State Street
Massachusetts
$338K +$42.8K +5,000 +16%

ESOA Hedge Fund Activity: Q3 2024 in Review

52 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q3 2024, worth a combined $36.6M — up 36% from $26.8M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ESOA positions and 5 closed out — a net gain of 13 holders — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $755K. The largest seller was Thompson Davis & Co, cutting an estimated $4.26M.

  • 52 institutional investors held Energy Services of America (ESOA) as of Q3 2024, up from 39 in Q2 2024.
  • Funds reported $36.6M of Energy Services of America stock for Q3 2024, up 36% quarter-over-quarter.
  • 18 funds opened new Energy Services of America positions in Q3 2024 and 5 closed out, a net change of +13 holders.
  • The largest Energy Services of America buyer in Q3 2024 was Marshall Wace, an estimated $755K added.
  • The largest Energy Services of America seller in Q3 2024 was Thompson Davis & Co, an estimated $4.26M sold.

Based on aggregated 13F filings for Q3 2024.