Orion Energy Systems
OESX
36 hedge funds and large institutions have $14.3M invested in Orion Energy Systems in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 4 closing their positions.
0.06% less ownership
Funds ownership: 4.51% → 4.45% (-0.06%)
5% less funds holding
Funds holding: 38 → 36 (-2)
13% less capital invested
Capital invested by funds: $16.5M → $14.3M (-$2.12M)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$69.8K |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$59.6K |
| 3 |
AI
Ariel Investments
Chicago,
Illinois
|
+$49.8K |
| 4 |
Renaissance Technologies
New York
|
+$40.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$158K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$51.2K |
| 3 |
CIS
Connors Investor Services
Wyomissing,
Pennsylvania
|
-$38.6K |
| 4 |
ARTA
A.R.T. Advisors
New York
|
-$15K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $11K | – | – | – |
|
|
KA
27
KLCM Advisors
Milwaukee,
Wisconsin
| $11K | – | – | – |
|
|
28
UBS Group
Zurich,
Switzerland
| $10K | +$4.49K | +420 | +94% |
|
|
CG
29
Cutler Group
San Francisco,
California
| $4K | – | – | – |
|
|
NFA
30
Nationwide Fund Advisors
Columbus,
Ohio
| $4K | – | – | – |
|
|
WAM
31
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $2K | – | – | – |
|
|
AG
32
Advisor Group
Phoenix,
Arizona
| $1K | – | – | – |
|
|
ARTA
33
A.R.T. Advisors
New York
| – | -$15K | -1,210 | Closed |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| – | -$4.37K | -408 | -99% |
|
35
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$4K | -350 | Closed |
|
36
Barclays
London,
United Kingdom
| – | -$2.76K | -258 | -94% |
|
37
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -250 | Closed |
|
38
Morgan Stanley
New York
| – | -$2K | -131 | Closed |
|
39
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$32 | +3 | New |
|
OESX Hedge Fund Activity: Q3 2017 in Review
36 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q3 2017, worth a combined $14.3M — down 13% from $16.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of OESX and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 5 added.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $69.8K. The largest seller was Dimensional Fund Advisors, cutting an estimated $158K.
- 36 institutional investors held Orion Energy Systems (OESX) as of Q3 2017, down from 38 in Q2 2017.
- Funds reported $14.3M of Orion Energy Systems stock for Q3 2017, down 13% quarter-over-quarter.
- 2 funds opened new Orion Energy Systems positions in Q3 2017 and 4 closed out, a net change of -2 holders.
- The largest Orion Energy Systems buyer in Q3 2017 was United Capital Financial Advisors, an estimated $69.8K added.
- The largest Orion Energy Systems seller in Q3 2017 was Dimensional Fund Advisors, an estimated $158K sold.
Based on aggregated 13F filings for Q3 2017.