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Orion Energy Systems

47 hedge funds and large institutions have $13.4M invested in Orion Energy Systems in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% less ownership

Funds ownership: 4.78%4.73% (-0.05%)

1% less capital invested

Capital invested by funds: $13.5M → $13.4M (-$81.8K)

10% less funds holding

Funds holding: 5247 (-5)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
14
Closed
9
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$12.9K
LPL Financial
27
LPL Financial
California
$12.2K
FCM
28
Firsthand Capital Management
California
$12.2K
UBS Group
29
UBS Group
Switzerland
$11.9K +$12.6K +1,281 +1,456%
Goldman Sachs
30
Goldman Sachs
New York
$9.6K -$1.11K -113 -9%
TSS
31
Two Sigma Securities
New York
$9.04K +$10.2K +1,038 New
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$8.7K -$47K -4,761 -83%
TRCT
33
Tower Research Capital (TRC)
New York
$5.42K -$1.08K -110 -15%
Morgan Stanley
34
Morgan Stanley
New York
$4.08K -$4.63K -470 -50%
Osaic Holdings
35
Osaic Holdings
Arizona
$1.56K
HI
36
Harbour Investments
Wisconsin
$1.22K +$394 +40 +40%
SWM
37
Spire Wealth Management
Virginia
$832 +$10 +1 +1%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$566
PA
39
Parallel Advisors
California
$458
AF
40
Allworth Financial
California
$436
JFGIW
41
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$357 +$404 +41 New
Wells Fargo
42
Wells Fargo
California
$209
EWA
43
EverSource Wealth Advisors
Alabama
$86
JP Morgan Chase
44
JP Morgan Chase
New York
$62 +$20 +2 +40%
IA
45
IFP Advisors
Florida
$30 +$10 +1 +33%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$1
Jane Street
47
Jane Street
New York
-$21.3K -2,460 Closed
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
-$19.3K -2,227 Closed
Bank of New York Mellon
49
Bank of New York Mellon
New York
-$14.1K -1,622 Closed
XT
50
XTX Topco
Cayman Islands
-$13.5K -1,559 Closed

OESX Hedge Fund Activity: Q1 2024 in Review

47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q1 2024, worth a combined $13.4M — down 0.61% from $13.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of OESX and 4 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 11 added.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $54.4K. The largest seller was Renaissance Technologies, cutting an estimated $72.5K.

  • 47 institutional investors held Orion Energy Systems (OESX) as of Q1 2024, down from 52 in Q4 2023.
  • Funds reported $13.4M of Orion Energy Systems stock for Q1 2024, down 0.61% quarter-over-quarter.
  • 4 funds opened new Orion Energy Systems positions in Q1 2024 and 9 closed out, a net change of -5 holders.
  • The largest Orion Energy Systems buyer in Q1 2024 was Great Valley Advisor Group, an estimated $54.4K added.
  • The largest Orion Energy Systems seller in Q1 2024 was Renaissance Technologies, an estimated $72.5K sold.

Based on aggregated 13F filings for Q1 2024.