Orion Energy Systems
OESX
52 hedge funds and large institutions have $19.4M invested in Orion Energy Systems in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 10 closing their positions.
0.31% less ownership
Funds ownership: 5.04% → 4.74% (-0.31%)
9% less funds holding
Funds holding: 57 → 52 (-5)
27% less capital invested
Capital invested by funds: $26.6M → $19.4M (-$7.15M)
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWI
Grace & White Inc
Ny,
New York
|
+$296K |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$213K |
| 3 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$187K |
| 4 |
CCM
Cox Capital Management
Andover,
Massachusetts
|
+$124K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$41.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$841K |
| 2 |
TCM
Tieton Capital Management
Yakima,
Washington
|
-$155K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$130K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$58.6K |
| 5 |
BlackRock
New York
|
-$49.1K |
OESX Hedge Fund Activity: Q3 2023 in Review
52 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q3 2023, worth a combined $19.4M — down 27% from $26.6M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of OESX and 6 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 10 added.
The largest buyer was Grace & White Inc, adding an estimated $296K. The largest seller was Heartland Advisors, cutting an estimated $841K.
- 52 institutional investors held Orion Energy Systems (OESX) as of Q3 2023, down from 57 in Q2 2023.
- Funds reported $19.4M of Orion Energy Systems stock for Q3 2023, down 27% quarter-over-quarter.
- 6 funds opened new Orion Energy Systems positions in Q3 2023 and 10 closed out, a net change of -4 holders.
- The largest Orion Energy Systems buyer in Q3 2023 was Grace & White Inc, an estimated $296K added.
- The largest Orion Energy Systems seller in Q3 2023 was Heartland Advisors, an estimated $841K sold.
Based on aggregated 13F filings for Q3 2023.