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Orion Energy Systems
OESX

69 hedge funds and large institutions have $55.7M invested in Orion Energy Systems in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

228% more call options, than puts

Call options by funds: $289K | Put options by funds: $88K

25% more funds holding

Funds holding: 55 → 69 (+14)

23% more capital invested

Capital invested by funds: $45.2M → $55.7M (+$10.5M)

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

0.56% more ownership

Funds ownership: 4.4% → 4.96% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
69
Holders Change
+14
Holders Change %
+25.45%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
20
Reduced
17
Closed
6
Calls
$289K
Puts
$88K
Net Calls
+$201K
Net Calls Change
+$136K

Top Buyers

Rank Fund Capital Flow
1
EGI
EAM Global Investors
California
+$2.43M
2
EI
EAM Investors
California
+$2.12M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.9M
4
PPA
Parametric Portfolio Associates
Washington
+$1.58M
5
Millennium Management
Millennium Management
New York
+$916K

Top Sellers

Rank Fund Capital Flow
1
NSIM
North Star Investment Management
Illinois
-$1.86M
2
AI
Ariel Investments
Illinois
-$841K
3
AIM
Alambic Investment Management
California
-$709K
4
HIM
Hillsdale Investment Management
Ontario, Canada
-$465K
5
BCM
Bridgeway Capital Management
Texas
-$429K
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$32K +$39K +891 New
Group One Trading
52
Group One Trading
Illinois
$24K -$99.6K -2,275 -78%
PFO
53
Pathstone Family Office
New Jersey
$22K – – –
Osaic Holdings
54
Osaic Holdings
Arizona
$18K +$21.5K +490 New
WEC
55
Winslow Evans & Crocker
Massachusetts
$12K +$5.17K +118 +75%
Morgan Stanley
56
Morgan Stanley
New York
$10K -$429K -9,791 -97%
Simplex Trading
57
Simplex Trading
Illinois
$10K -$76.6K -1,750 -86%
UBS Group
58
UBS Group
Switzerland
$9K +$2.67K +61 +36%
DWA
59
Dorsey Wright & Associates
California
$9K +$10.1K +231 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$7K -$43.8K -1,000 -83%
SPIA
61
Steward Partners Investment Advisory
New York
$7K – – –
PAM
62
Panagora Asset Management
Massachusetts
$6K – – –
US Bancorp
63
US Bancorp
Minnesota
$4K – – –
TRCT
64
Tower Research Capital (TRC)
New York
$2K +$2.58K +59 New
Federated Hermes
65
Federated Hermes
Pennsylvania
$2K +$2.76K +63 New
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$185 +$219 +5 New
TI
67
tru Independence
Oregon
$7 – – –
WVP
68
Worth Venture Partners
New Jersey
– -$416K -12,393 Closed
Two Sigma Investments
69
Two Sigma Investments
New York
– -$268K -7,990 Closed
AG
70
Algert Global
California
– -$117K -3,492 Closed
ACI
71
AMP Capital Investors
Australia
– -$43K -1,246 Closed
Deutsche Bank
72
Deutsche Bank
Germany
– -$48.7K -1,112 Closed
CHAM
73
Clear Harbor Asset Management
Connecticut
– -$3.35K -100 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
– +$263 +6 New
Citigroup
75
Citigroup
New York
– +$438 +10 New
1 2
3

OESX Hedge Fund Activity: Q1 2020 in Review

69 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q1 2020, worth a combined $55.7M — up 23% from $45.2M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new OESX positions and 6 closed out — a net gain of 16 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was EAM Global Investors, opening a new position worth an estimated $2.43M. The largest seller was North Star Investment Management, cutting an estimated $1.86M.

  • 69 institutional investors held Orion Energy Systems (OESX) as of Q1 2020, up from 55 in Q4 2019.
  • Funds reported $55.7M of Orion Energy Systems stock for Q1 2020, up 23% quarter-over-quarter.
  • 22 funds opened new Orion Energy Systems positions in Q1 2020 and 6 closed out, a net change of +16 holders.
  • The largest Orion Energy Systems buyer in Q1 2020 was EAM Global Investors, an estimated $2.43M added.
  • The largest Orion Energy Systems seller in Q1 2020 was North Star Investment Management, an estimated $1.86M sold.

Based on aggregated 13F filings for Q1 2020.