Orion Energy Systems
OESX
52 hedge funds and large institutions have $13.5M invested in Orion Energy Systems in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
0.04% more ownership
Funds ownership: 4.74% → 4.78% (+0.04%)
0% more funds holding
Funds holding: 52 → 52 (0)
31% less capital invested
Capital invested by funds: $19.4M → $13.5M (-$5.93M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWI
Grace & White Inc
Ny,
New York
|
+$1.57M |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$937K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$495K |
| 4 |
Renaissance Technologies
New York
|
+$152K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$92.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
-$2.72M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$900K |
| 3 |
First Eagle Investment Management
New York
|
-$444K |
| 4 |
CCM
Cox Capital Management
Andover,
Massachusetts
|
-$101K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$78.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of America
Charlotte,
North Carolina
| $16 | +$20 | +2 | New |
|
52
Qube Research & Technologies (QRT)
London,
United Kingdom
| $1 | – | – | – |
|
|
KWM
53
Kanen Wealth Management
Coconut Creek,
Florida
| – | -$2.72M | -215,557 | Closed |
|
|
HA
54
Heartland Advisors
Milwaukee,
Wisconsin
| – | -$900K | -71,461 | Closed |
|
|
55
First Eagle Investment Management
New York
| – | -$444K | -35,229 | Closed |
|
|
CCM
56
Cox Capital Management
Andover,
Massachusetts
| – | -$101K | -8,035 | Closed |
|
57
Victory Capital Management
San Antonio,
Texas
| – | -$42.1K | -3,342 | Closed |
|
|
NA
58
NewEdge Advisors
New Orleans,
Louisiana
| – | -$1.26K | -100 | Closed |
|
59
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$906 | -92 | -69% |
|
60
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -50 | Closed |
|
OESX Hedge Fund Activity: Q4 2023 in Review
52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q4 2023, worth a combined $13.5M — down 31% from $19.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new OESX positions and 8 closed out — a net gain of 1 holder — while 17 added to existing stakes and 11 trimmed.
The largest buyer was Grace & White Inc, adding an estimated $1.57M. The largest seller was Kanen Wealth Management, exiting entirely with an estimated $2.72M sold.
- 52 institutional investors held Orion Energy Systems (OESX) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $13.5M of Orion Energy Systems stock for Q4 2023, down 31% quarter-over-quarter.
- 9 funds opened new Orion Energy Systems positions in Q4 2023 and 8 closed out, a net change of +1 holder.
- The largest Orion Energy Systems buyer in Q4 2023 was Grace & White Inc, an estimated $1.57M added.
- The largest Orion Energy Systems seller in Q4 2023 was Kanen Wealth Management, an estimated $2.72M sold.
Based on aggregated 13F filings for Q4 2023.