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Orion Energy Systems
OESX

54 hedge funds and large institutions have $32.6M invested in Orion Energy Systems in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more call options, than puts

Call options by funds: $60K | Put options by funds: $3K

14% more capital invested

Capital invested by funds: $28.6M → $32.6M (+$4.03M)

0% less ownership

Funds ownership: 4.98% → 4.98% (-0%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

4% less funds holding

Funds holding: 56 → 54 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
11
Reduced
11
Closed
8
Calls
$60K
Puts
$3K
Net Calls
+$57K
Net Calls Change
-$33K

Top Buyers

Rank Fund Capital Flow
1
KWM
Kanen Wealth Management
Florida
+$366K
2
TCM
Tieton Capital Management
Washington
+$212K
3
NSIM
North Star Investment Management
Illinois
+$71.1K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$60K
5
HA
Heartland Advisors
Wisconsin
+$51.1K

Top Sellers

Rank Fund Capital Flow
1
AI
Acuitas Investments
Washington
-$186K
2
MHP
Manatuck Hill Partners
Connecticut
-$91K
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$57.4K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$51.1K
5
NA
NewEdge Advisors
Louisiana
-$48.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$45.5K +$42.5K +2,242 New
Charles Schwab
27
Charles Schwab
California
$34.5K – – –
LPL Financial
28
LPL Financial
California
$32.6K +$3.69K +195 +14%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$30K – – –
FCM
30
Firsthand Capital Management
California
$28.4K – – –
KPWS
31
Kestra Private Wealth Services
Texas
$28.4K +$26.5K +1,400 New
SAF
32
Smith Anglin Financial
Texas
$24.4K – – –
RCM
33
Radnor Capital Management
Pennsylvania
$22K – – –
BPA
34
Beacon Pointe Advisors
California
$20.3K – – –
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$16K -$8.56K -452 -36%
Osaic Holdings
36
Osaic Holdings
Arizona
$11.7K – – –
Morgan Stanley
37
Morgan Stanley
New York
$9.51K – – –
SWM
38
Spire Wealth Management
Virginia
$8.54K – – –
UBS Group
39
UBS Group
Switzerland
$7.59K +$7.08K +374 New
Bank of America
40
Bank of America
North Carolina
$5.48K -$57 -3 -1%
TIM
41
Thompson Investment Management
Wisconsin
$4.06K +$3.79K +200 New
CWM
42
CarsonAllaria Wealth Management
Illinois
$3.79K – – –
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.02K – – –
HI
44
Harbour Investments
Wisconsin
$2.03K – – –
ASN
45
Advisory Services Network
Georgia
$1.86K – – –
NA
46
NewEdge Advisors
Louisiana
$1.43K -$48.4K -2,555 -97%
BAM
47
Belpointe Asset Management
Nevada
$1.22K – – –
PA
48
Parallel Advisors
California
$1.07K – – –
AF
49
Allworth Financial
California
$1.01K +$947 +50 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1K +$890 +47 New
1
2
3

OESX Hedge Fund Activity: Q1 2023 in Review

54 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q1 2023, worth a combined $32.6M — up 14% from $28.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of OESX and 7 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 11 added.

The largest buyer was Kanen Wealth Management, adding an estimated $366K. The largest seller was Acuitas Investments, cutting an estimated $186K.

  • 54 institutional investors held Orion Energy Systems (OESX) as of Q1 2023, down from 56 in Q4 2022.
  • Funds reported $32.6M of Orion Energy Systems stock for Q1 2023, up 14% quarter-over-quarter.
  • 7 funds opened new Orion Energy Systems positions in Q1 2023 and 8 closed out, a net change of -1 holder.
  • The largest Orion Energy Systems buyer in Q1 2023 was Kanen Wealth Management, an estimated $366K added.
  • The largest Orion Energy Systems seller in Q1 2023 was Acuitas Investments, an estimated $186K sold.

Based on aggregated 13F filings for Q1 2023.