Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ENERGY SERVICES OF AMER CORP (ESOA)

103 + 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
↑ +19
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — ESOA

Based on 105 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ESOA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
105 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 — +38% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+38% 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.
🟡

Slight buying edge — 58% buying

62 buying44 selling
Last quarter: 62 funds bought or added vs 44 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new ESOA position: 30 → 17 → 13 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 25% long-term, 35% new

■ 25% conviction (2yr+) ■ 40% medium ■ 35% new
Of the 105 current holders: 26 (25%) held >2 years, 42 held 1–2 years, and 37 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.
💰

Value +104% but shares only +33% — price-driven

Value
+104%
Shares
+32%
Last quarter: the total dollar value of institutional holdings rose +104%, but actual share count only changed +33%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~33 new funds/quarter

23 → 30 → 17 → 13 → 33 new funds/Q
New funds entering each quarter: 30 → 17 → 13 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 28% veterans, 49% new entrants

■ 28% veterans ■ 24% 1-2yr ■ 49% new
Of 105 current holders: 29 (28%) held 2+ years, 25 held 1–2 years, 51 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
29 of 105 holders rank in the top 100 by AUM, accounting for 23% 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 2026 Q1, 62 hedge funds were net buyers of ESOA (33 opened a new position, 29 added to an existing one), while 44 reduced or exited (30 trimmed, 14 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 23% of total institutional value in ESOA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 105.

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.

Is It Too Late to Buy ENERGY SERVICES OF AMER CORP (ESOA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ESOA has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 53d ago
ESOA
+39.3%
XLI
+6.2%

ESOA outperformed XLI by +33.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 8d ago
ESOA
-5.2%
XLI
+0.2%

Since the filing became public, ESOA outperformed XLI by -5.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: ESOA
103 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 103 86 19.77%
13F Shares 9M 7M 32.71%
Total Value $113M $55M 103.64%
New Positions 32 13 +19
Increased Positions 29 30 -1
Closed Positions 15 14 +1
Reduced Positions 29 30 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESOA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

103 + 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 — 2026 Q1 · 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 VERUS CAPITAL PARTNERS, LLC 0.01% 15,500 $204K
25 OCCUDO QUANTITATIVE STRATEGIES LP 0.01% 11,976 $204K
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 (ESOA)

What does the Smart Money Trend signal show for ESOA?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ESOA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ESOA?

Slight buying edge — 58% buying: Last quarter: 62 funds bought or added vs 44 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ESOA holders?

Strong quality — 23% AUM from major funds: 29 of 105 holders rank in the top 100 by AUM, accounting for 23% 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 — 25% long-term, 35% new: Of the 105 current holders: 26 (25%) held >2 years, 42 held 1–2 years, and 37 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.

Is it too late to buy ENERGY SERVICES OF AMER CORP (ESOA) following the 2026 Q1 hedge fund 13F filings?

As of today, ESOA has moved -5.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the XLI sector ETF — an outperformance of -5.4%. Since the quarter end (March 31, 2026), ESOA has gained +39.3% vs +6.2% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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