Orion Energy Systems
OESX
43 hedge funds and large institutions have $16.8M invested in Orion Energy Systems in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 8 closing their positions.
25% more capital invested
Capital invested by funds: $13.4M → $16.8M (+$3.38M)
0.09% less ownership
Funds ownership: 4.73% → 4.64% (-0.09%)
9% less funds holding
Funds holding: 47 → 43 (-4)
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
33% less call options, than puts
Call options by funds: $4K | Put options by funds: $6K
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tieton Capital Management
Yakima,
Washington
|
+$52.6K |
| 2 |
Morgan Stanley
New York
|
+$23.3K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$19.8K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$17.2K |
| 5 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$16.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Annandale Capital
Dallas,
Texas
|
-$185K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$51.5K |
| 3 |
BlackRock
New York
|
-$47.6K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$37.3K |
| 5 |
Millennium Management
New York
|
-$23.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Simplex Trading
Chicago,
Illinois
| – | -$274 | -28 | Closed |
|
52
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$254 | +26 | +520% |
|
OESX Hedge Fund Activity: Q2 2024 in Review
43 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q2 2024, worth a combined $16.8M — up 25% from $13.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of OESX and 4 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 10 added.
The largest buyer was Tieton Capital Management, adding an estimated $52.6K. The largest seller was Annandale Capital, exiting entirely with an estimated $185K sold.
- 43 institutional investors held Orion Energy Systems (OESX) as of Q2 2024, down from 47 in Q1 2024.
- Funds reported $16.8M of Orion Energy Systems stock for Q2 2024, up 25% quarter-over-quarter.
- 4 funds opened new Orion Energy Systems positions in Q2 2024 and 8 closed out, a net change of -4 holders.
- The largest Orion Energy Systems buyer in Q2 2024 was Tieton Capital Management, an estimated $52.6K added.
- The largest Orion Energy Systems seller in Q2 2024 was Annandale Capital, an estimated $185K sold.
Based on aggregated 13F filings for Q2 2024.