Orion Energy Systems
OESX
54 hedge funds and large institutions have $32.6M invested in Orion Energy Systems in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 8 closing their positions.
1,900% more call options, than puts
Call options by funds: $60K | Put options by funds: $3K
14% more capital invested
Capital invested by funds: $28.6M → $32.6M (+$4.03M)
0% less ownership
Funds ownership: 4.98% → 4.98% (-0%)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
4% less funds holding
Funds holding: 56 → 54 (-2)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
+$366K |
| 2 |
TCM
Tieton Capital Management
Yakima,
Washington
|
+$212K |
| 3 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$71.1K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$60K |
| 5 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$51.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Acuitas Investments
Seattle,
Washington
|
-$186K |
| 2 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
-$91K |
| 3 |
First Eagle Investment Management
New York
|
-$57.4K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$51.1K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$48.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $423 | +$19 | +1 | +5% |
|
|
EWA
52
EverSource Wealth Advisors
Birmingham,
Alabama
| $203 | – | – | – |
|
|
IA
53
IFP Advisors
Tampa,
Florida
| $65 | -$1.91K | -101 | -93% |
|
|
MHP
54
Manatuck Hill Partners
Westport,
Connecticut
| – | -$91K | -5,000 | Closed |
|
|
KA
55
KLCM Advisors
Milwaukee,
Wisconsin
| – | -$36.4K | -2,000 | Closed |
|
|
TAM
56
Tocqueville Asset Management
New York
| – | -$27.3K | -1,500 | Closed |
|
57
Goldman Sachs
New York
| – | -$20.3K | -1,118 | Closed |
|
58
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$9.21K | -506 | Closed |
|
59
Fidelity Investments
Boston,
Massachusetts
| – | -$774 | -43 | Closed |
|
|
AWM
60
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$244 | -13 | Closed |
|
|
PVI
61
Pine Valley Investments
Marlton,
New Jersey
| – | +$44.1K | +2,330 | New |
|
OESX Hedge Fund Activity: Q1 2023 in Review
54 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q1 2023, worth a combined $32.6M — up 14% from $28.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of OESX and 7 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 11 added.
The largest buyer was Kanen Wealth Management, adding an estimated $366K. The largest seller was Acuitas Investments, cutting an estimated $186K.
- 54 institutional investors held Orion Energy Systems (OESX) as of Q1 2023, down from 56 in Q4 2022.
- Funds reported $32.6M of Orion Energy Systems stock for Q1 2023, up 14% quarter-over-quarter.
- 7 funds opened new Orion Energy Systems positions in Q1 2023 and 8 closed out, a net change of -1 holder.
- The largest Orion Energy Systems buyer in Q1 2023 was Kanen Wealth Management, an estimated $366K added.
- The largest Orion Energy Systems seller in Q1 2023 was Acuitas Investments, an estimated $186K sold.
Based on aggregated 13F filings for Q1 2023.