Orion Energy Systems
OESX
39 hedge funds and large institutions have $11.1M invested in Orion Energy Systems in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
8% more funds holding
Funds holding: 36 → 39 (+3)
0.9% less ownership
Funds ownership: 44.53% → 43.63% (-0.9%)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
34% less capital inflows, than outflows
Capital inflows: $497K | Capital outflows: $754K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ariel Investments
Chicago,
Illinois
|
+$220K |
| 2 |
Renaissance Technologies
New York
|
+$104K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$62.4K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$39.3K |
| 5 |
Virtu Financial
New York
|
+$24.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$344K |
| 2 |
North Star Investment Management
Chicago,
Illinois
|
-$301K |
| 3 |
United Capital Financial Advisors
Irving,
Texas
|
-$73K |
| 4 |
KLCM Advisors
Milwaukee,
Wisconsin
|
-$11K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$10K |
OESX Hedge Fund Activity: Q4 2017 in Review
39 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q4 2017, worth a combined $11.1M — down 23% from $14.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new OESX positions and 6 closed out — a net gain of 3 holders — while 5 added to existing stakes and 7 trimmed.
The largest buyer was Ariel Investments, adding an estimated $220K. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $344K sold.
- 39 institutional investors held Orion Energy Systems (OESX) as of Q4 2017, up from 36 in Q3 2017.
- Funds reported $11.1M of Orion Energy Systems stock for Q4 2017, down 23% quarter-over-quarter.
- 9 funds opened new Orion Energy Systems positions in Q4 2017 and 6 closed out, a net change of +3 holders.
- The largest Orion Energy Systems buyer in Q4 2017 was Ariel Investments, an estimated $220K added.
- The largest Orion Energy Systems seller in Q4 2017 was Dimensional Fund Advisors, an estimated $344K sold.
Based on aggregated 13F filings for Q4 2017.