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Energy Services of America

70 hedge funds and large institutions have $71M invested in Energy Services of America in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

94% more capital invested

Capital invested by funds: $36.6M → $71M (+$34.5M)

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

35% more funds holding

Funds holding: 5270 (+18)

10.7% more ownership

Funds ownership: 23.16%33.87% (+11%)

Holders
70
Holders Change
+18
Holders Change %
+34.62%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
23
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
1
Huntington National Bank
Ohio
$8.56M +$3.94M +301,800 +80%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.36M +$219K +16,753 +3%
SFO
3
Stokes Family Office
Louisiana
$5.83M
Morgan Stanley
4
Morgan Stanley
New York
$5.25M +$799K +61,191 +17%
THC
5
Truffle Hound Capital
Maryland
$5.05M +$5.23M +400,000 New
American Century Companies
6
American Century Companies
Missouri
$3.24M +$1.06M +80,878 +46%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$2.7M +$206K +15,761 +8%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.33M +$2.18M +166,781 +951%
RA
9
Raffles Associates
New York
$1.64M -$528K -40,400 -24%
Renaissance Technologies
10
Renaissance Technologies
New York
$1.61M -$574K -43,900 -26%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.54M -$24.7K -1,889 -2%
Jane Street
12
Jane Street
New York
$1.35M +$1.39M +106,701 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.32M +$1.36M +104,417 New
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$1.24M -$491K -37,564 -28%
Ameriprise
15
Ameriprise
Minnesota
$1.24M +$1.28M +98,200 New
BRWA
16
B. Riley Wealth Advisors
Florida
$1.22M +$1.26M +96,500 New
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$1.03M +$274K +20,982 +34%
EI
18
EAM Investors
California
$986K -$55.5K -4,245 -5%
NIM
19
Needham Investment Management
New York
$947K +$327K +25,000 +50%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$865K +$568K +43,448 +173%
BlackRock
21
BlackRock
New York
$857K +$134K +10,278 +18%
VCA
22
Verdence Capital Advisors
Maryland
$821K +$850K +65,028 New
GCP
23
GSA Capital Partners
United Kingdom
$814K +$221K +16,927 +36%
Northern Trust
24
Northern Trust
Illinois
$744K +$276K +21,125 +56%
BCM
25
Bridgeway Capital Management
Texas
$731K +$757K +57,928 New

ESOA Hedge Fund Activity: Q4 2024 in Review

70 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q4 2024, worth a combined $71M — up 94% from $36.6M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ESOA positions and 8 closed out — a net gain of 18 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Huntington National Bank, adding an estimated $3.94M. The largest seller was Thompson Davis & Co, exiting entirely with an estimated $801K sold.

  • 70 institutional investors held Energy Services of America (ESOA) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $71M of Energy Services of America stock for Q4 2024, up 94% quarter-over-quarter.
  • 26 funds opened new Energy Services of America positions in Q4 2024 and 8 closed out, a net change of +18 holders.
  • The largest Energy Services of America buyer in Q4 2024 was Huntington National Bank, an estimated $3.94M added.
  • The largest Energy Services of America seller in Q4 2024 was Thompson Davis & Co, an estimated $801K sold.

Based on aggregated 13F filings for Q4 2024.