Orion Energy Systems
OESX
47 hedge funds and large institutions have $25.2M invested in Orion Energy Systems in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 6 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
0.87% less ownership
Funds ownership: 45.84% → 44.97% (-0.87%)
10% less funds holding
Funds holding: 52 → 47 (-5)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
18% less capital inflows, than outflows
Capital inflows: $1.6M | Capital outflows: $1.94M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
North Star Investment Management
Chicago,
Illinois
|
+$800K |
| 2 |
Evercore Wealth Management
New York
|
+$185K |
| 3 |
BlackRock
New York
|
+$173K |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$139K |
| 5 |
Renaissance Technologies
New York
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ariel Investments
Chicago,
Illinois
|
-$801K |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$753K |
| 3 |
Virtu KCG Holdings
New York
|
-$63K |
| 4 |
AIM
Acrospire Investment Management
Chicago,
Illinois
|
-$52.5K |
| 5 |
Goldman Sachs
New York
|
-$47.5K |
OESX Hedge Fund Activity: Q1 2017 in Review
47 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q1 2017, worth a combined $25.2M — down 10% from $28.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of OESX and 5 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 14 added.
The largest buyer was North Star Investment Management, adding an estimated $800K. The largest seller was Ariel Investments, cutting an estimated $801K.
- 47 institutional investors held Orion Energy Systems (OESX) as of Q1 2017, down from 52 in Q4 2016.
- Funds reported $25.2M of Orion Energy Systems stock for Q1 2017, down 10% quarter-over-quarter.
- 5 funds opened new Orion Energy Systems positions in Q1 2017 and 6 closed out, a net change of -1 holder.
- The largest Orion Energy Systems buyer in Q1 2017 was North Star Investment Management, an estimated $800K added.
- The largest Orion Energy Systems seller in Q1 2017 was Ariel Investments, an estimated $801K sold.
Based on aggregated 13F filings for Q1 2017.