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Orion Energy Systems

54 hedge funds and large institutions have $32.6M invested in Orion Energy Systems in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,900% more call options, than puts

Call options by funds: $60K | Put options by funds: $3K

14% more capital invested

Capital invested by funds: $28.6M → $32.6M (+$4.03M)

0% less ownership

Funds ownership: 4.98%4.98% (-0%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

4% less funds holding

Funds holding: 5654 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
11
Closed
8
Calls
$60K
Puts
$3K
Net Calls
+$57K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1
North Star Investment Management
Illinois
$5.39M +$71.1K +3,752 +1%
TCM
2
Tieton Capital Management
Washington
$4.46M +$212K +11,166 +5%
KWM
3
Kanen Wealth Management
Florida
$3.77M +$366K +19,329 +12%
HA
4
Heartland Advisors
Wisconsin
$2.78M +$51.1K +2,700 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$2.58M -$26.7K -1,410 -1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.56M
AI
7
Acuitas Investments
Washington
$2.31M -$186K -9,826 -8%
GWI
8
Grace & White Inc
New York
$1.7M
BWA
9
BDO Wealth Advisors
Florida
$1.13M
PM
10
Penbrook Management
New York
$842K -$41.1K -2,170 -5%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$759K -$57.4K -3,032 -7%
BlackRock
12
BlackRock
New York
$704K +$12.4K +655 +2%
US Bancorp
13
US Bancorp
Minnesota
$626K
Geode Capital Management
14
Geode Capital Management
Massachusetts
$527K
AC
15
Annandale Capital
Texas
$492K
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$446K -$51.1K -2,697 -11%
CIS
17
Connors Investor Services
Pennsylvania
$281K +$13.3K +700 +5%
State Street
18
State Street
Massachusetts
$174K
Millennium Management
19
Millennium Management
New York
$151K -$22.6K -1,191 -14%
RFA
20
Register Financial Advisors
Georgia
$118K +$9.26K +489 +9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$114K +$60K +3,168 +131%
Northern Trust
22
Northern Trust
Illinois
$111K +$11.5K +607 +12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$73.6K
Victory Capital Management
24
Victory Capital Management
Texas
$67.8K
WS
25
Wedbush Securities
California
$61K -$1.06K -56 -2%

OESX Hedge Fund Activity: Q1 2023 in Review

54 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q1 2023, worth a combined $32.6M — up 14% from $28.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of OESX and 7 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 11 added.

The largest buyer was Kanen Wealth Management, adding an estimated $366K. The largest seller was Acuitas Investments, cutting an estimated $186K.

  • 54 institutional investors held Orion Energy Systems (OESX) as of Q1 2023, down from 56 in Q4 2022.
  • Funds reported $32.6M of Orion Energy Systems stock for Q1 2023, up 14% quarter-over-quarter.
  • 7 funds opened new Orion Energy Systems positions in Q1 2023 and 8 closed out, a net change of -1 holder.
  • The largest Orion Energy Systems buyer in Q1 2023 was Kanen Wealth Management, an estimated $366K added.
  • The largest Orion Energy Systems seller in Q1 2023 was Acuitas Investments, an estimated $186K sold.

Based on aggregated 13F filings for Q1 2023.