Orion Energy Systems
OESX
57 hedge funds and large institutions have $26.6M invested in Orion Energy Systems in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
6% more funds holding
Funds holding: 54 → 57 (+3)
0.06% more ownership
Funds ownership: 4.98% → 5.04% (+0.06%)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
19% less capital invested
Capital invested by funds: $32.6M → $26.6M (-$6.04M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
+$500K |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$142K |
| 3 |
TCM
Tieton Capital Management
Yakima,
Washington
|
+$33.2K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$26.3K |
| 5 |
CIS
Connors Investor Services
Wyomissing,
Pennsylvania
|
+$8.17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$179K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$54.8K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$45.5K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$32.7K |
| 5 |
RCM
Radnor Capital Management
Wayne,
Pennsylvania
|
-$22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
51
EverSource Wealth Advisors
Birmingham,
Alabama
| $163 | – | – | – |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| $134 | +$131 | +8 | New |
|
|
IA
53
IFP Advisors
Tampa,
Florida
| $122 | – | – | – |
|
|
CFS
54
CGC Financial Services
Lake Oswego,
Oregon
| $82 | +$82 | +5 | New |
|
55
Fidelity Investments
Boston,
Massachusetts
| $27 | +$33 | +2 | New |
|
|
56
Citadel Advisors
Miami,
Florida
| – | -$45.5K | -2,242 | Closed |
|
|
RCM
57
Radnor Capital Management
Wayne,
Pennsylvania
| – | -$22K | -1,100 | Closed |
|
|
ASN
58
Advisory Services Network
Atlanta,
Georgia
| – | -$1.86K | -92 | Closed |
|
|
BAM
59
Belpointe Asset Management
Reno,
Nevada
| – | -$1.22K | -60 | Closed |
|
60
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$114 | +7 | New |
|
61
Simplex Trading
Chicago,
Illinois
| – | +$996 | +61 | New |
|
OESX Hedge Fund Activity: Q2 2023 in Review
57 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q2 2023, worth a combined $26.6M — down 19% from $32.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OESX positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was Kanen Wealth Management, adding an estimated $500K. The largest seller was Heartland Advisors, cutting an estimated $179K.
- 57 institutional investors held Orion Energy Systems (OESX) as of Q2 2023, up from 54 in Q1 2023.
- Funds reported $26.6M of Orion Energy Systems stock for Q2 2023, down 19% quarter-over-quarter.
- 7 funds opened new Orion Energy Systems positions in Q2 2023 and 4 closed out, a net change of +3 holders.
- The largest Orion Energy Systems buyer in Q2 2023 was Kanen Wealth Management, an estimated $500K added.
- The largest Orion Energy Systems seller in Q2 2023 was Heartland Advisors, an estimated $179K sold.
Based on aggregated 13F filings for Q2 2023.