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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.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

8% more funds holding

Funds holding: 36 → 39 (+3)

0.09% less ownership

Funds ownership: 4.45% → 4.36% (-0.09%)

23% less capital invested

Capital invested by funds: $14.3M → $11.1M (-$3.25M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
5
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AI
Ariel Investments
Illinois
+$220K
2
Renaissance Technologies
Renaissance Technologies
New York
+$104K
3
Deutsche Bank
Deutsche Bank
Germany
+$62.4K
4
Citadel Advisors
Citadel Advisors
Florida
+$39.3K
5
VF
Virtu Financial
New York
+$24.8K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$344K
2
NSIM
North Star Investment Management
Illinois
-$301K
3
UCFA
United Capital Financial Advisors
Texas
-$73K
4
KA
KLCM Advisors
Wisconsin
-$11K
5
UBS Group
UBS Group
Switzerland
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1
Ariel Investments
Illinois
$4.63M +$220K +23,959 +5%
NSIM
2
North Star Investment Management
Illinois
$2.25M -$301K -32,693 -11%
ARM
3
Adirondack Research & Management
New York
$1.17M – – –
Renaissance Technologies
4
Renaissance Technologies
New York
$841K +$104K +11,297 +13%
Vanguard Group
5
Vanguard Group
Pennsylvania
$510K -$7.66K -833 -1%
New York State Common Retirement Fund
6
New York State Common Retirement Fund
New York
$502K – – –
RA
7
Royce & Associates
New York
$167K – – –
CIS
8
Connors Investor Services
Pennsylvania
$134K +$13.8K +1,500 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$102K – – –
Prudential Financial
10
Prudential Financial
New Jersey
$91K – – –
IH
11
IFC Holdings
Florida
$88K – – –
BlackRock
12
BlackRock
New York
$75K +$3.01K +327 +4%
Bank of America
13
Bank of America
North Carolina
$65K -$138 -15 -0.2%
Deutsche Bank
14
Deutsche Bank
Germany
$59K +$62.4K +6,786 New
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$58K – – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$56K – – –
Wells Fargo
17
Wells Fargo
California
$52K – – –
Northern Trust
18
Northern Trust
Illinois
$42K +$1.34K +146 +3%
Citadel Advisors
19
Citadel Advisors
Florida
$38K +$39.3K +4,277 New
OIA
20
Optimum Investment Advisors
Illinois
$33K -$1.84K -200 -5%
VF
21
Virtu Financial
New York
$24K +$24.8K +2,701 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$18K -$184 -20 -1%
GWI
23
Grace & White Inc
New York
$14K – – –
TSS
24
Two Sigma Securities
New York
$13K +$13.1K +1,426 New
FCM
25
Firsthand Capital Management
California
$12K – – –
1
2

OESX Hedge Fund Activity: Q4 2017 in Review

39 of the 4,409 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.