Orion Energy Systems
OESX
38 hedge funds and large institutions have $16.5M invested in Orion Energy Systems in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 12 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
0.02% more ownership
Funds ownership: 4.5% → 4.51% (+0.02%)
19% less funds holding
Funds holding: 47 → 38 (-9)
35% less capital invested
Capital invested by funds: $25.2M → $16.5M (-$8.74M)
75% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
+$325K |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$274K |
| 3 |
IH
IFC Holdings
Tampa,
Florida
|
+$148K |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$85.7K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$54.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Evercore Wealth Management
New York
|
-$210K |
| 2 |
ARM
Adirondack Research & Management
Guilderland,
New York
|
-$117K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$99.2K |
| 4 |
Goldman Sachs
New York
|
-$86K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$62K |
OESX Hedge Fund Activity: Q2 2017 in Review
38 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q2 2017, worth a combined $16.5M — down 35% from $25.2M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of OESX and 3 opened new positions — a net loss of 9 holders — while 8 trimmed existing stakes and 9 added.
The largest buyer was Ariel Investments, adding an estimated $325K. The largest seller was Evercore Wealth Management, exiting entirely with an estimated $210K sold.
- 38 institutional investors held Orion Energy Systems (OESX) as of Q2 2017, down from 47 in Q1 2017.
- Funds reported $16.5M of Orion Energy Systems stock for Q2 2017, down 35% quarter-over-quarter.
- 3 funds opened new Orion Energy Systems positions in Q2 2017 and 12 closed out, a net change of -9 holders.
- The largest Orion Energy Systems buyer in Q2 2017 was Ariel Investments, an estimated $325K added.
- The largest Orion Energy Systems seller in Q2 2017 was Evercore Wealth Management, an estimated $210K sold.
Based on aggregated 13F filings for Q2 2017.