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Orion Energy Systems
OESX

52 hedge funds and large institutions have $28.1M invested in Orion Energy Systems in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

70% more capital invested

Capital invested by funds: $16.6M → $28.1M (+$11.5M)

13% more funds holding

Funds holding: 46 → 52 (+6)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

0.08% less ownership

Funds ownership: 4.66% → 4.58% (-0.08%)

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
11
Closed
1
Calls
$114K
Puts
–
Net Calls
+$114K
Net Calls Change
+$114K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$603K
2
NSIM
North Star Investment Management
Illinois
+$263K
3
Renaissance Technologies
Renaissance Technologies
New York
+$187K
4
ARM
Adirondack Research & Management
New York
+$155K
5
Goldman Sachs
Goldman Sachs
New York
+$84.3K

Top Sellers

Rank Fund Capital Flow
1
AI
Ariel Investments
Illinois
-$611K
2
Vanguard Group
Vanguard Group
Pennsylvania
-$76.9K
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$26.6K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$20.7K
5
TDC
Thompson Davis & Co
Virginia
-$16.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$48K -$3.69K -212 -9%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$44K – – –
Citadel Advisors
28
Citadel Advisors
Florida
$44K +$2.94K +169 +9%
NFA
29
Nationwide Fund Advisors
Ohio
$36K – – –
GWI
30
Grace & White Inc
New York
$34K – – –
TC
31
TFS Capital
Pennsylvania
$33K +$26.2K +1,508 New
TAM
32
Trillium Asset Management
Massachusetts
$32K -$6.07K -349 -19%
FCM
33
Firsthand Capital Management
California
$30K – – –
EWM
34
Evercore Wealth Management
New York
$29K – – –
GC
35
Guggenheim Capital
Illinois
$29K – – –
TDC
36
Thompson Davis & Co
Virginia
$28K -$16.2K -930 -42%
State Street
37
State Street
Massachusetts
$23K – – –
KA
38
KLCM Advisors
Wisconsin
$22K -$6.33K -364 -27%
Creative Planning
39
Creative Planning
Kansas
$22K – – –
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$21K +$16.8K +965 New
BA
41
BlackRock Advisors
Delaware
$17K – – –
IA
42
IFP Advisors
Florida
$11K +$8.69K +500 New
BIM
43
BlackRock Investment Management
Delaware
$9K – – –
CG
44
Cutler Group
California
$8K – – –
UBS Group
45
UBS Group
Switzerland
$7K -$6.48K -373 -54%
Bessemer Group
46
Bessemer Group
New Jersey
$5K – – –
TRCT
47
Tower Research Capital (TRC)
New York
– -$2.73K -157 -96%
1
2

OESX Hedge Fund Activity: Q4 2016 in Review

52 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q4 2016, worth a combined $28.1M — up 70% from $16.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OESX positions and 1 closed out — a net gain of 6 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $603K. The largest seller was Ariel Investments, cutting an estimated $611K.

  • 52 institutional investors held Orion Energy Systems (OESX) as of Q4 2016, up from 46 in Q3 2016.
  • Funds reported $28.1M of Orion Energy Systems stock for Q4 2016, up 70% quarter-over-quarter.
  • 7 funds opened new Orion Energy Systems positions in Q4 2016 and 1 closed out, a net change of +6 holders.
  • The largest Orion Energy Systems buyer in Q4 2016 was Wellington Management Group, an estimated $603K added.
  • The largest Orion Energy Systems seller in Q4 2016 was Ariel Investments, an estimated $611K sold.

Based on aggregated 13F filings for Q4 2016.