Orion Energy Systems
OESX
47 hedge funds and large institutions have $13.4M invested in Orion Energy Systems in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 9 closing their positions.
0.05% less ownership
Funds ownership: 4.78% → 4.73% (-0.05%)
1% less capital invested
Capital invested by funds: $13.5M → $13.4M (-$81.8K)
10% less funds holding
Funds holding: 52 → 47 (-5)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$54.4K |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$54.2K |
| 3 |
GWI
Grace & White Inc
Ny,
New York
|
+$17.9K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.7K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$14.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$72.5K |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$47K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$36.8K |
| 4 |
AC
Annandale Capital
Dallas,
Texas
|
-$29.4K |
| 5 |
Jane Street
New York
|
-$21.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
51
Virtu Financial
New York
| – | -$13K | -1,510 | Closed |
|
|
RCM
52
Radnor Capital Management
Wayne,
Pennsylvania
| – | -$9K | -1,000 | Closed |
|
|
GPFA
53
Game Plan Financial Advisors
Westlake,
Ohio
| – | -$1.08K | -125 | Closed |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$355 | -36 | -88% |
|
|
CFS
55
CGC Financial Services
Lake Oswego,
Oregon
| – | -$43 | -5 | Closed |
|
56
Bank of America
Charlotte,
North Carolina
| – | -$16 | -2 | Closed |
|
57
Simplex Trading
Chicago,
Illinois
| – | +$276 | +28 | New |
|
OESX Hedge Fund Activity: Q1 2024 in Review
47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q1 2024, worth a combined $13.4M — down 0.61% from $13.5M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of OESX and 4 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 11 added.
The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $54.4K. The largest seller was Renaissance Technologies, cutting an estimated $72.5K.
- 47 institutional investors held Orion Energy Systems (OESX) as of Q1 2024, down from 52 in Q4 2023.
- Funds reported $13.4M of Orion Energy Systems stock for Q1 2024, down 0.61% quarter-over-quarter.
- 4 funds opened new Orion Energy Systems positions in Q1 2024 and 9 closed out, a net change of -5 holders.
- The largest Orion Energy Systems buyer in Q1 2024 was Great Valley Advisor Group, an estimated $54.4K added.
- The largest Orion Energy Systems seller in Q1 2024 was Renaissance Technologies, an estimated $72.5K sold.
Based on aggregated 13F filings for Q1 2024.