Orion Energy Systems
OESX
43 hedge funds and large institutions have $13.8M invested in Orion Energy Systems in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 9 closing their positions.
0.05% more ownership
Funds ownership: 4.41% → 4.46% (+0.05%)
9% less funds holding
Funds holding: 47 → 43 (-4)
15% less capital invested
Capital invested by funds: $16.2M → $13.8M (-$2.42M)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
50% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
+$220K |
| 2 |
Renaissance Technologies
New York
|
+$149K |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$109K |
| 4 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$36.3K |
| 5 |
CIS
Connors Investor Services
Wyomissing,
Pennsylvania
|
+$33.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
-$131K |
| 2 |
WPC
White Pine Capital
Bloomington,
Minnesota
|
-$66K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$48.4K |
| 4 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$41K |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$31K |
OESX Hedge Fund Activity: Q2 2016 in Review
43 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q2 2016, worth a combined $13.8M — down 15% from $16.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of OESX and 5 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 4 added.
The largest buyer was Thompson Davis & Co, opening a new position worth an estimated $220K. The largest seller was Ariel Investments, cutting an estimated $131K.
- 43 institutional investors held Orion Energy Systems (OESX) as of Q2 2016, down from 47 in Q1 2016.
- Funds reported $13.8M of Orion Energy Systems stock for Q2 2016, down 15% quarter-over-quarter.
- 5 funds opened new Orion Energy Systems positions in Q2 2016 and 9 closed out, a net change of -4 holders.
- The largest Orion Energy Systems buyer in Q2 2016 was Thompson Davis & Co, an estimated $220K added.
- The largest Orion Energy Systems seller in Q2 2016 was Ariel Investments, an estimated $131K sold.
Based on aggregated 13F filings for Q2 2016.