Orion Energy Systems
OESX
92 hedge funds and large institutions have $154M invested in Orion Energy Systems in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 33 reducing their positions, and 12 closing their positions.
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
12% more funds holding
Funds holding: 82 → 92 (+10)
0.81% more ownership
Funds ownership: 6.33% → 7.14% (+0.81%)
20% less capital invested
Capital invested by funds: $192M → $154M (-$38.3M)
21% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 33
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
63% less call options, than puts
Call options by funds: $87K | Put options by funds: $235K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Asset Management
Paris,
France
|
+$14.5M |
| 2 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
+$5.21M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$4.66M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$4M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$2.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$3.99M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
-$2.74M |
| 3 |
Renaissance Technologies
New York
|
-$2.24M |
| 4 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$2.09M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFO
101
Pathstone Family Office
Englewood,
New Jersey
| – | -$60K | -608 | Closed |
|
102
Group One Trading
Chicago,
Illinois
| – | -$22.4K | -240 | Closed |
|
|
DWA
103
Dorsey Wright & Associates
Pasadena,
California
| – | -$14K | -139 | Closed |
|
|
IA
104
IFP Advisors
Tampa,
Florida
| – | -$1.4K | -15 | Closed |
|
OESX Hedge Fund Activity: Q1 2021 in Review
92 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q1 2021, worth a combined $154M — down 20% from $192M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new OESX positions and 12 closed out — a net gain of 12 holders — while 26 added to existing stakes and 33 trimmed.
The largest buyer was BNP Paribas Asset Management, adding an estimated $14.5M. The largest seller was Acadian Asset Management, cutting an estimated $3.99M.
- 92 institutional investors held Orion Energy Systems (OESX) as of Q1 2021, up from 82 in Q4 2020.
- Funds reported $154M of Orion Energy Systems stock for Q1 2021, down 20% quarter-over-quarter.
- 24 funds opened new Orion Energy Systems positions in Q1 2021 and 12 closed out, a net change of +12 holders.
- The largest Orion Energy Systems buyer in Q1 2021 was BNP Paribas Asset Management, an estimated $14.5M added.
- The largest Orion Energy Systems seller in Q1 2021 was Acadian Asset Management, an estimated $3.99M sold.
Based on aggregated 13F filings for Q1 2021.