Orion Energy Systems
OESX
30 hedge funds and large institutions have $13.2M invested in Orion Energy Systems in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 9 closing their positions.
29% more capital invested
Capital invested by funds: $10.2M → $13.2M (+$2.98M)
0.02% less ownership
Funds ownership: 4.15% → 4.13% (-0.02%)
14% less funds holding
Funds holding: 35 → 30 (-5)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$165K |
| 2 |
Renaissance Technologies
New York
|
+$58.4K |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
+$36.8K |
| 4 |
Goldman Sachs
New York
|
+$24.8K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$19K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
-$123K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$60.9K |
| 3 |
BlackRock
New York
|
-$54.1K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$42K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCP
26
Blackhawk Capital Partners
Thiensville,
Wisconsin
| $2K | – | – | – |
|
|
WAM
27
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $2K | – | – | – |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$42K | -4,895 | Closed |
|
|
TSS
29
Two Sigma Securities
New York
| – | -$10K | -1,230 | Closed |
|
|
GC
30
Guggenheim Capital
Chicago,
Illinois
| – | -$10K | -1,196 | Closed |
|
|
ARTA
31
A.R.T. Advisors
New York
| – | -$8K | -1,017 | Closed |
|
|
RA
32
Royce & Associates
New York
| – | -$9K | -1,000 | Closed |
|
33
UBS Group
Zurich,
Switzerland
| – | -$5K | -536 | Closed |
|
34
Morgan Stanley
New York
| – | -$1K | -101 | Closed |
|
OESX Hedge Fund Activity: Q2 2018 in Review
30 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q2 2018, worth a combined $13.2M — up 29% from $10.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of OESX and 4 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 3 added.
The largest buyer was North Star Investment Management, adding an estimated $165K. The largest seller was Ariel Investments, cutting an estimated $123K.
- 30 institutional investors held Orion Energy Systems (OESX) as of Q2 2018, down from 35 in Q1 2018.
- Funds reported $13.2M of Orion Energy Systems stock for Q2 2018, up 29% quarter-over-quarter.
- 4 funds opened new Orion Energy Systems positions in Q2 2018 and 9 closed out, a net change of -5 holders.
- The largest Orion Energy Systems buyer in Q2 2018 was North Star Investment Management, an estimated $165K added.
- The largest Orion Energy Systems seller in Q2 2018 was Ariel Investments, an estimated $123K sold.
Based on aggregated 13F filings for Q2 2018.