Orion Energy Systems
OESX
58 hedge funds and large institutions have $36.8M invested in Orion Energy Systems in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 9 closing their positions.
186% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 7
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
5% more funds holding
Funds holding: 55 → 58 (+3)
0.07% less ownership
Funds ownership: 4.44% → 4.37% (-0.07%)
31% less capital invested
Capital invested by funds: $53.3M → $36.8M (-$16.6M)
98% less call options, than puts
Call options by funds: $2K | Put options by funds: $84K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
+$2.17M |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$1.28M |
| 3 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$885K |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$821K |
| 5 |
CCP
Centaur Capital Partners
Southlake,
Texas
|
+$718K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$615K |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$196K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$109K |
| 4 |
Morgan Stanley
New York
|
-$100K |
| 5 |
MCM
Marathon Capital Management
Hunt Valley,
Maryland
|
-$69.1K |
OESX Hedge Fund Activity: Q1 2015 in Review
58 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q1 2015, worth a combined $36.8M — down 31% from $53.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new OESX positions and 9 closed out — a net gain of 3 holders — while 20 added to existing stakes and 7 trimmed.
The largest buyer was Ariel Investments, adding an estimated $2.17M. The largest seller was Numeric Investors, exiting entirely with an estimated $615K sold.
- 58 institutional investors held Orion Energy Systems (OESX) as of Q1 2015, up from 55 in Q4 2014.
- Funds reported $36.8M of Orion Energy Systems stock for Q1 2015, down 31% quarter-over-quarter.
- 12 funds opened new Orion Energy Systems positions in Q1 2015 and 9 closed out, a net change of +3 holders.
- The largest Orion Energy Systems buyer in Q1 2015 was Ariel Investments, an estimated $2.17M added.
- The largest Orion Energy Systems seller in Q1 2015 was Numeric Investors, an estimated $615K sold.
Based on aggregated 13F filings for Q1 2015.