Orion Energy Systems
OESX
30 hedge funds and large institutions have $11.6M invested in Orion Energy Systems in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.02% less ownership
Funds ownership: 4.13% → 4.11% (-0.02%)
12% less capital invested
Capital invested by funds: $13.2M → $11.6M (-$1.58M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $10K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$90.8K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$59.8K |
| 3 |
Renaissance Technologies
New York
|
+$52.7K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$46.8K |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$29.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$58.6K |
| 2 |
AI
Ariel Investments
Chicago,
Illinois
|
-$56.3K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$24K |
| 4 |
VF
Virtu Financial
New York
|
-$18K |
| 5 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Wells Fargo
San Francisco,
California
| – | -$58.6K | -5,877 | -99% |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$24K | -2,190 | Closed |
|
|
VF
28
Virtu Financial
New York
| – | -$18K | -1,643 | Closed |
|
29
State Street
Boston,
Massachusetts
| – | -$12K | -1,080 | Closed |
|
|
BCP
30
Blackhawk Capital Partners
Thiensville,
Wisconsin
| – | -$2K | -225 | Closed |
|
|
SWP
31
Stratos Wealth Partners
Beachwood,
Ohio
| – | +$399 | +40 | New |
|
OESX Hedge Fund Activity: Q3 2018 in Review
30 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q3 2018, worth a combined $11.6M — down 12% from $13.2M a quarter earlier.
Fund positioning in OESX was balanced in Q3 2018: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was North Star Investment Management, adding an estimated $90.8K. The largest seller was Wells Fargo, cutting an estimated $58.6K.
- 30 institutional investors held Orion Energy Systems (OESX) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $11.6M of Orion Energy Systems stock for Q3 2018, down 12% quarter-over-quarter.
- 4 funds opened new Orion Energy Systems positions in Q3 2018 and 4 closed out, a net change of 0 holders.
- The largest Orion Energy Systems buyer in Q3 2018 was North Star Investment Management, an estimated $90.8K added.
- The largest Orion Energy Systems seller in Q3 2018 was Wells Fargo, an estimated $58.6K sold.
Based on aggregated 13F filings for Q3 2018.