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Orion Energy Systems

81 hedge funds and large institutions have $141M invested in Orion Energy Systems in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

662% more call options, than puts

Call options by funds: $899K | Put options by funds: $118K

132% more capital invested

Capital invested by funds: $60.7M → $141M (+$79.9M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

3% more funds holding

Funds holding: 7981 (+2)

0.69% more ownership

Funds ownership: 5.36%6.05% (+0.69%)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
27
Reduced
27
Closed
15
Calls
$899K
Puts
$118K
Net Calls
+$781K
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$129K
ACI
52
AMP Capital Investors
Australia
$129K +$90.7K +1,666 New
RJFSA
53
Raymond James Financial Services Advisors
Florida
$126K +$4.08K +75 +5%
AIG
54
American International Group
New York
$122K -$925 -17 -1%
Goldman Sachs
55
Goldman Sachs
New York
$122K +$21.2K +389 +32%
PPA
56
Parametric Portfolio Associates
Washington
$115K +$82.8K +1,522 New
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$113K +$81K +1,489 New
FCM
58
Firsthand Capital Management
California
$106K
KPWS
59
Kestra Private Wealth Services
Texas
$98K +$70.7K +1,300 New
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$95K -$92.5K -1,700 -57%
Citadel Advisors
61
Citadel Advisors
Florida
$94K -$261K -4,802 -80%
Barclays
62
Barclays
United Kingdom
$93K -$34.1K -627 -34%
AAS
63
Avantax Advisory Services
Texas
$91K +$65.3K +1,200 New
Invesco
64
Invesco
Georgia
$86K +$326 +6 +0.5%
RCM
65
Radnor Capital Management
Pennsylvania
$83K
Morgan Stanley
66
Morgan Stanley
New York
$80K -$12.6K -232 -18%
JP Morgan Chase
67
JP Morgan Chase
New York
$78K +$5.99K +110 +12%
PFO
68
Pathstone Family Office
New Jersey
$46K
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$44.7K +$26.7K +490 +490%
UBS Group
70
UBS Group
Switzerland
$39K -$20.4K -375 -42%
Osaic Holdings
71
Osaic Holdings
Arizona
$38K +$2.18K +40 +9%
Legal & General Group
72
Legal & General Group
United Kingdom
$25K -$5.44K -100 -23%
WEC
73
Winslow Evans & Crocker
Massachusetts
$21K
Bank of America
74
Bank of America
North Carolina
$20K -$72K -1,323 -83%
AIP
75
Ameritas Investment Partners
Nebraska
$18K

OESX Hedge Fund Activity: Q3 2020 in Review

81 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q3 2020, worth a combined $141M — up 132% from $60.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new OESX positions and 15 closed out — a net gain of 2 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was BNP Paribas Asset Management, opening a new position worth an estimated $6.11M. The largest seller was 22NW LP, exiting entirely with an estimated $5.82M sold.

  • 81 institutional investors held Orion Energy Systems (OESX) as of Q3 2020, up from 79 in Q2 2020.
  • Funds reported $141M of Orion Energy Systems stock for Q3 2020, up 132% quarter-over-quarter.
  • 17 funds opened new Orion Energy Systems positions in Q3 2020 and 15 closed out, a net change of +2 holders.
  • The largest Orion Energy Systems buyer in Q3 2020 was BNP Paribas Asset Management, an estimated $6.11M added.
  • The largest Orion Energy Systems seller in Q3 2020 was 22NW LP, an estimated $5.82M sold.

Based on aggregated 13F filings for Q3 2020.