Orion Energy Systems
OESX
52 hedge funds and large institutions have $34.2M invested in Orion Energy Systems in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 7 closing their positions.
351% more call options, than puts
Call options by funds: $739K | Put options by funds: $164K
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
24% more funds holding
Funds holding: 42 → 52 (+10)
6% more capital invested
Capital invested by funds: $32.2M → $34.2M (+$1.96M)
0.35% more ownership
Funds ownership: 3.63% → 3.98% (+0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$1.43M |
| 2 |
AIM
Alambic Investment Management
Belvedere,
California
|
+$591K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$581K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$562K |
| 5 |
Renaissance Technologies
New York
|
+$531K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
-$1.34M |
| 2 |
ARM
Adirondack Research & Management
Guilderland,
New York
|
-$363K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$289K |
| 4 |
FM
Fondren Management
Houston,
Texas
|
-$221K |
| 5 |
EGM
Engineers Gate Manager
New York
|
-$158K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| $1K | -$3.26K | -114 | -82% |
|
|
ARM
52
Adirondack Research & Management
Guilderland,
New York
| – | -$363K | -12,213 | Closed |
|
|
FM
53
Fondren Management
Houston,
Texas
| – | -$221K | -7,440 | Closed |
|
|
EGM
54
Engineers Gate Manager
New York
| – | -$158K | -5,328 | Closed |
|
|
B
55
Bailard
Foster City,
California
| – | -$91K | -3,050 | Closed |
|
56
Jane Street
New York
| – | -$51K | -1,733 | Closed |
|
57
Citadel Advisors
Miami,
Florida
| – | -$30.6K | -1,072 | Closed |
|
|
TSS
58
Two Sigma Securities
New York
| – | -$31K | -1,039 | Closed |
|
59
Barclays
London,
United Kingdom
| – | +$86 | +3 | New |
|
OESX Hedge Fund Activity: Q3 2019 in Review
52 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q3 2019, worth a combined $34.2M — up 6.1% from $32.2M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new OESX positions and 7 closed out — a net gain of 10 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was Heartland Advisors, opening a new position worth an estimated $1.43M. The largest seller was Ariel Investments, cutting an estimated $1.34M.
- 52 institutional investors held Orion Energy Systems (OESX) as of Q3 2019, up from 42 in Q2 2019.
- Funds reported $34.2M of Orion Energy Systems stock for Q3 2019, up 6.1% quarter-over-quarter.
- 17 funds opened new Orion Energy Systems positions in Q3 2019 and 7 closed out, a net change of +10 holders.
- The largest Orion Energy Systems buyer in Q3 2019 was Heartland Advisors, an estimated $1.43M added.
- The largest Orion Energy Systems seller in Q3 2019 was Ariel Investments, an estimated $1.34M sold.
Based on aggregated 13F filings for Q3 2019.