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Orion Energy Systems
OESX

46 hedge funds and large institutions have $16.6M invested in Orion Energy Systems in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

20% more capital invested

Capital invested by funds: $13.8M → $16.6M (+$2.76M)

7% more funds holding

Funds holding: 43 → 46 (+3)

0.21% more ownership

Funds ownership: 4.46% → 4.66% (+0.21%)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
Ariel Investments
Illinois
+$687K
2
Renaissance Technologies
Renaissance Technologies
New York
+$164K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$53.8K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$27.2K
5
CIS
Connors Investor Services
Pennsylvania
+$26.8K

Top Sellers

Rank Fund Capital Flow
1
TDC
Thompson Davis & Co
Virginia
-$189K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$42.6K
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$38.8K
4
Morgan Stanley
Morgan Stanley
New York
-$13.4K
5
WA
WealthTrust Axiom
Pennsylvania
-$12K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWI
26
Grace & White Inc
New York
$21K – – –
FCM
27
Firsthand Capital Management
California
$19K – – –
EWM
28
Evercore Wealth Management
New York
$18K – – –
KA
29
KLCM Advisors
Wisconsin
$18K – – –
GC
30
Guggenheim Capital
Illinois
$18K +$17.8K +1,330 New
State Street
31
State Street
Massachusetts
$14K – – –
Creative Planning
32
Creative Planning
Kansas
$13K – – –
BA
33
BlackRock Advisors
Delaware
$10K – – –
UBS Group
34
UBS Group
Switzerland
$9K +$9.22K +689 New
BIM
35
BlackRock Investment Management
Delaware
$5K -$1.21K -90 -18%
CG
36
Cutler Group
California
$5K – – –
Bessemer Group
37
Bessemer Group
New Jersey
$3K – – –
Morgan Stanley
38
Morgan Stanley
New York
$2K -$13.4K -1,001 -89%
TRCT
39
Tower Research Capital (TRC)
New York
$2K -$3.81K -285 -64%
WA
40
WealthTrust Axiom
Pennsylvania
– -$12K -1,048 Closed
LIA
41
LS Investment Advisors
Michigan
– -$3K -300 Closed
JP Morgan Chase
42
JP Morgan Chase
New York
– +$254 +19 New
Deutsche Bank
43
Deutsche Bank
Germany
– +$321 +24 +240%
1
2

OESX Hedge Fund Activity: Q3 2016 in Review

46 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q3 2016, worth a combined $16.6M — up 20% from $13.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OESX positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was Ariel Investments, adding an estimated $687K. The largest seller was Thompson Davis & Co, cutting an estimated $189K.

  • 46 institutional investors held Orion Energy Systems (OESX) as of Q3 2016, up from 43 in Q2 2016.
  • Funds reported $16.6M of Orion Energy Systems stock for Q3 2016, up 20% quarter-over-quarter.
  • 5 funds opened new Orion Energy Systems positions in Q3 2016 and 2 closed out, a net change of +3 holders.
  • The largest Orion Energy Systems buyer in Q3 2016 was Ariel Investments, an estimated $687K added.
  • The largest Orion Energy Systems seller in Q3 2016 was Thompson Davis & Co, an estimated $189K sold.

Based on aggregated 13F filings for Q3 2016.