Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ENERGY SERVICES OF AMER CORP COM (ESOA)

84 + Investors. Track Smart Money conviction in ESOA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — ESOA

Based on 86 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ESOA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
86 hedge funds hold ESOA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 49% buying

43 buying44 selling
Last quarter: 44 funds reduced or exited vs 43 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 30 → 17 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 37% new

■ 30% conviction (2yr+) ■ 33% medium ■ 37% new
Of the 86 current holders: 26 (30%) held >2 years, 28 held 1–2 years, and 32 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +2%, value -19%

Value
-19%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -19%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

26 → 23 → 30 → 17 → 13 new funds/Q
New funds entering each quarter: 23 → 30 → 17 → 13. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 34% veterans, 47% new entrants

■ 34% veterans ■ 20% 1-2yr ■ 47% new
Of 86 current holders: 29 (34%) held 2+ years, 17 held 1–2 years, 40 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
30 of 86 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ESOA

In 2025 Q4, 43 hedge funds were net buyers of ESOA (13 opened a new position, 30 added to an existing one), while 44 reduced or exited (30 trimmed, 14 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 39% of total institutional value in ESOA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 86.

Hedge Fund Ownership: ESOA

How many hedge funds hold ESOA — quarterly history vs. share price
Quarterly hedge fund ownership of ESOA vs. share price

Market Analysis: ESOA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESOA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: ESOA
2026 Q1 Stats Unlock in 2 days 84 + Investors

Track Smart Money conviction in ESOA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 84 85 -1.18%
13F Shares 7M 7M 2.05%
Total Value $55M $69M -19.47%
New Positions 13 17 -4
Increased Positions 30 26 +4
Closed Positions 14 15 -1
Reduced Positions 29 25 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESOA

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Financial Highlights

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Institutional Holders (2026 Q1)

84 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ESOA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of ESOA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RAFFLES ASSOCIATES LP 1.94% 170,392 $2.2M
2 Stokes Family Office, LLC 0.63% 462,149 $6.1M
3 NEEDHAM INVESTMENT MANAGEMENT LLC 0.54% 800,000 $10.5M
4 FORMULA GROWTH LTD 0.25% 42,689 $561K
5 THOMPSON DAVIS & CO., INC. 0.18% 20,350 $267K
6 T3 Companies, LLC 0.17% 10,000 $131K
7 Lionshead Wealth Management, LLC 0.17% 17,382 $229K
8 ARDSLEY ADVISORY PARTNERS LP 0.17% 100,000 $1.3M
9 Aristides Capital LLC 0.13% 44,119 $579K
10 Informed Momentum Co LLC 0.11% 71,584 $940K
11 Manatuck Hill Partners, LLC 0.11% 30,000 $394K
12 WEXFORD CAPITAL LP 0.10% 55,000 $722K
13 GFG Capital, LLC 0.07% 16,097 $211K
14 Crown Wealth Group, LLC 0.06% 15,991 $210K
15 ESSEX INVESTMENT MANAGEMENT CO LLC 0.05% 26,088 $343K
16 Verdence Capital Advisors LLC 0.05% 65,028 $854K
17 HUNTINGTON NATIONAL BANK 0.05% 663,588 $8.7M
18 DRIEHAUS CAPITAL MANAGEMENT LLC 0.05% 491,854 $6.5M
19 ALGERT GLOBAL LLC 0.05% 234,256 $3K
20 Koss-Olinger Consulting, LLC 0.04% 37,113 $487K
21 THOMPSON SIEGEL & WALMSLEY LLC 0.04% 175,000 $2K
22 PDT Partners, LLC 0.03% 36,056 $473K
23 CITY HOLDING CO 0.02% 10,409 $137K
24 OCCUDO QUANTITATIVE STRATEGIES LP 0.01% 11,976 $204K
25 Hillsdale Investment Management Inc. 0.01% 27,500 $361K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ENERGY SERVICES OF AMER CORP COM (ESOA)

What does the Smart Money Trend signal show for ESOA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ESOA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ESOA?

More sellers than buyers — 49% buying: Last quarter: 44 funds reduced or exited vs 43 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for ESOA holders?

Strong quality — 39% AUM from major funds: 30 of 86 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ESOA?

Mixed — 30% long-term, 37% new: Of the 86 current holders: 26 (30%) held >2 years, 28 held 1–2 years, and 32 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.