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Orion Energy Systems
OESX

73 hedge funds and large institutions have $47.6M invested in Orion Energy Systems in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

0.15% less ownership

Funds ownership: 5.62% → 5.47% (-0.15%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 75 → 73 (-2)

25% less capital invested

Capital invested by funds: $63M → $47.6M (-$15.5M)

86% less call options, than puts

Call options by funds: $15K | Put options by funds: $105K

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
20
Closed
11
Calls
$15K
Puts
$105K
Net Calls
-$90K
Net Calls Change
-$132K

Top Buyers

Rank Fund Capital Flow
1
TCM
Tieton Capital Management
Washington
+$795K
2
GWI
Grace & White Inc
New York
+$739K
3
US Bancorp
US Bancorp
Minnesota
+$727K
4
AI
Acuitas Investments
Washington
+$663K
5
NSIM
North Star Investment Management
Illinois
+$602K

Top Sellers

Rank Fund Capital Flow
1
EAM
Erste Asset Management
Austria
-$2.39M
2
Renaissance Technologies
Renaissance Technologies
New York
-$821K
3
Two Sigma Investments
Two Sigma Investments
New York
-$647K
4
Morgan Stanley
Morgan Stanley
New York
-$606K
5
Marshall Wace
Marshall Wace
United Kingdom
-$495K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
51
Firsthand Capital Management
California
$39K – – –
KPWS
52
Kestra Private Wealth Services
Texas
$39K +$45K +1,400 New
NIMC
53
Nierenberg Investment Management Company
Washington
$37K +$42.7K +1,328 New
SFO
54
Stokes Family Office
Louisiana
$35K +$40.3K +1,253 New
RCM
55
Radnor Capital Management
Pennsylvania
$31K – – –
LPL Financial
56
LPL Financial
California
$30K +$34.2K +1,063 New
KA
57
KLCM Advisors
Wisconsin
$28K – – –
Simplex Trading
58
Simplex Trading
Illinois
$28K +$21K +655 +180%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$21.4K – – –
Osaic Holdings
60
Osaic Holdings
Arizona
$20K -$2.25K -70 -9%
SWM
61
Spire Wealth Management
Virginia
$12K – – –
IA
62
IFP Advisors
Florida
$10K +$6.91K +215 +2,389%
Federated Hermes
63
Federated Hermes
Pennsylvania
$9K +$2.99K +93 +39%
Bank of America
64
Bank of America
North Carolina
$8K -$2.35K -73 -21%
Wells Fargo
65
Wells Fargo
California
$7K – – –
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$6K – – –
CWM
67
CarsonAllaria Wealth Management
Illinois
$5K – – –
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.17K – – –
JFGIW
69
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K – – –
TRCT
70
Tower Research Capital (TRC)
New York
$3K +$867 +27 +27%
S
71
SignatureFD
Georgia
$2K +$2.41K +75 New
PA
72
Parallel Advisors
California
$1K -$418 -13 -20%
GCP
73
GSA Capital Partners
United Kingdom
– -$268K -7,405 Closed
AFM
74
Anson Funds Management
Texas
– -$255K -7,049 Closed
HF
75
HRT Financial
New York
– -$210K -5,822 Closed
1 2
3
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OESX Hedge Fund Activity: Q1 2022 in Review

73 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q1 2022, worth a combined $47.6M — down 25% from $63M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of OESX and 10 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 22 added.

The largest buyer was Tieton Capital Management, adding an estimated $795K. The largest seller was Erste Asset Management, cutting an estimated $2.39M.

  • 73 institutional investors held Orion Energy Systems (OESX) as of Q1 2022, down from 75 in Q4 2021.
  • Funds reported $47.6M of Orion Energy Systems stock for Q1 2022, down 25% quarter-over-quarter.
  • 10 funds opened new Orion Energy Systems positions in Q1 2022 and 11 closed out, a net change of -1 holder.
  • The largest Orion Energy Systems buyer in Q1 2022 was Tieton Capital Management, an estimated $795K added.
  • The largest Orion Energy Systems seller in Q1 2022 was Erste Asset Management, an estimated $2.39M sold.

Based on aggregated 13F filings for Q1 2022.