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Orion Energy Systems
OESX

39 hedge funds and large institutions have $11.1M invested in Orion Energy Systems in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

8% more funds holding

Funds holding: 36 → 39 (+3)

0.09% less ownership

Funds ownership: 4.45% → 4.36% (-0.09%)

23% less capital invested

Capital invested by funds: $14.3M → $11.1M (-$3.25M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
5
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
Ariel Investments
Illinois
+$220K
2
Renaissance Technologies
Renaissance Technologies
New York
+$104K
3
Deutsche Bank
Deutsche Bank
Germany
+$62.4K
4
Citadel Advisors
Citadel Advisors
Florida
+$39.3K
5
VF
Virtu Financial
New York
+$24.8K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$344K
2
NSIM
North Star Investment Management
Illinois
-$301K
3
UCFA
United Capital Financial Advisors
Texas
-$73K
4
KA
KLCM Advisors
Wisconsin
-$11K
5
UBS Group
UBS Group
Switzerland
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$12K +$12.2K +1,328 New
GC
27
Guggenheim Capital
Illinois
$10K -$1.36K -148 -11%
State Street
28
State Street
Massachusetts
$10K – – –
Creative Planning
29
Creative Planning
Kansas
$9K – – –
CG
30
Cutler Group
California
$3K – – –
WAM
31
Wealthspire Advisors (Maryland)
Maryland
$2K – – –
BCP
32
Blackhawk Capital Partners
Wisconsin
$2K +$2.07K +225 New
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
– -$344K -30,725 Closed
UCFA
34
United Capital Financial Advisors
Texas
– -$73K -6,525 Closed
KA
35
KLCM Advisors
Wisconsin
– -$11K -1,000 Closed
UBS Group
36
UBS Group
Switzerland
– -$10K -866 Closed
NFA
37
Nationwide Fund Advisors
Ohio
– -$4K -316 Closed
Barclays
38
Barclays
United Kingdom
– -$92 -10 -63%
IA
39
IFP Advisors
Florida
– +$147 +16 New
SWP
40
Stratos Wealth Partners
Ohio
– +$368 +40 New
SWM
41
SeaCrest Wealth Management
New York
– +$460 +50 New
1
2

OESX Hedge Fund Activity: Q4 2017 in Review

39 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q4 2017, worth a combined $11.1M — down 23% from $14.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OESX positions and 6 closed out — a net gain of 3 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Ariel Investments, adding an estimated $220K. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $344K sold.

  • 39 institutional investors held Orion Energy Systems (OESX) as of Q4 2017, up from 36 in Q3 2017.
  • Funds reported $11.1M of Orion Energy Systems stock for Q4 2017, down 23% quarter-over-quarter.
  • 9 funds opened new Orion Energy Systems positions in Q4 2017 and 6 closed out, a net change of +3 holders.
  • The largest Orion Energy Systems buyer in Q4 2017 was Ariel Investments, an estimated $220K added.
  • The largest Orion Energy Systems seller in Q4 2017 was Dimensional Fund Advisors, an estimated $344K sold.

Based on aggregated 13F filings for Q4 2017.