Orion Energy Systems
OESX
24 hedge funds and large institutions have $6.06M invested in Orion Energy Systems in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 9 closing their positions.
0.51% less ownership
Funds ownership: 4.11% → 3.59% (-0.51%)
20% less funds holding
Funds holding: 30 → 24 (-6)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
48% less capital invested
Capital invested by funds: $11.6M → $6.06M (-$5.53M)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PM
Penbrook Management
New York
|
+$556K |
| 2 |
Renaissance Technologies
New York
|
+$36.9K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.95K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.08K |
| 5 |
BlackRock
New York
|
+$1.45K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
-$913K |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$588K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$211K |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$99K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJFSA
26
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$19K | -2,010 | Closed |
|
27
Goldman Sachs
New York
| – | -$17K | -1,737 | Closed |
|
28
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$67 | +8 | New |
|
OESX Hedge Fund Activity: Q4 2018 in Review
24 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q4 2018, worth a combined $6.06M — down 48% from $11.6M 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 4 added.
The largest buyer was Penbrook Management, opening a new position worth an estimated $556K. The largest seller was Ariel Investments, cutting an estimated $913K.
- 24 institutional investors held Orion Energy Systems (OESX) as of Q4 2018, down from 30 in Q3 2018.
- Funds reported $6.06M of Orion Energy Systems stock for Q4 2018, down 48% quarter-over-quarter.
- 4 funds opened new Orion Energy Systems positions in Q4 2018 and 9 closed out, a net change of -5 holders.
- The largest Orion Energy Systems buyer in Q4 2018 was Penbrook Management, an estimated $556K added.
- The largest Orion Energy Systems seller in Q4 2018 was Ariel Investments, an estimated $913K sold.
Based on aggregated 13F filings for Q4 2018.