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Orion Energy Systems

47 hedge funds and large institutions have $13.4M invested in Orion Energy Systems in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% less ownership

Funds ownership: 4.78%4.73% (-0.05%)

1% less capital invested

Capital invested by funds: $13.5M → $13.4M (-$81.8K)

10% less funds holding

Funds holding: 5247 (-5)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
14
Closed
9
Calls
$14K
Puts
Net Calls
+$14K
Net Calls Change
+$14K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1
North Star Investment Management
Illinois
$3.37M +$54.2K +5,500 +1%
GWI
2
Grace & White Inc
New York
$2.31M +$17.9K +1,811 +0.7%
TCM
3
Tieton Capital Management
Washington
$1.86M +$6.88K +698 +0.3%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.18M -$72.5K -7,348 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.11M +$15.7K +1,595 +1%
AI
6
Acuitas Investments
Washington
$992K
US Bancorp
7
US Bancorp
Minnesota
$833K +$5.17K +524 +0.6%
PM
8
Penbrook Management
New York
$353K -$6.11K -620 -2%
BlackRock
9
BlackRock
New York
$281K -$1.88K -191 -0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$234K
AC
11
Annandale Capital
Texas
$185K -$29.4K -2,984 -12%
CIS
12
Connors Investor Services
Pennsylvania
$125K -$6.54K -663 -4%
Citadel Advisors
13
Citadel Advisors
Florida
$79K -$4.6K -466 -5%
State Street
14
State Street
Massachusetts
$74.5K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$58K +$14.1K +1,429 +27%
LCM
16
Landscape Capital Management
New Jersey
$48.9K -$36.8K -3,734 -40%
Northern Trust
17
Northern Trust
Illinois
$48.6K
GVAG
18
Great Valley Advisor Group
Delaware
$48.2K +$54.4K +5,519 New
Millennium Management
19
Millennium Management
New York
$30.5K -$15.7K -1,595 -31%
BPA
20
Beacon Pointe Advisors
California
$22.5K
WS
21
Wedbush Securities
California
$17K -$986 -100 -5%
Charles Schwab
22
Charles Schwab
California
$14.8K
KPWS
23
Kestra Private Wealth Services
Texas
$13.1K
RFA
24
Register Financial Advisors
Georgia
$13.1K
SAF
25
Smith Anglin Financial
Texas
$13.1K

OESX Hedge Fund Activity: Q1 2024 in Review

47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q1 2024, worth a combined $13.4M — down 0.61% from $13.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of OESX and 4 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 11 added.

The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $54.4K. The largest seller was Renaissance Technologies, cutting an estimated $72.5K.

  • 47 institutional investors held Orion Energy Systems (OESX) as of Q1 2024, down from 52 in Q4 2023.
  • Funds reported $13.4M of Orion Energy Systems stock for Q1 2024, down 0.61% quarter-over-quarter.
  • 4 funds opened new Orion Energy Systems positions in Q1 2024 and 9 closed out, a net change of -5 holders.
  • The largest Orion Energy Systems buyer in Q1 2024 was Great Valley Advisor Group, an estimated $54.4K added.
  • The largest Orion Energy Systems seller in Q1 2024 was Renaissance Technologies, an estimated $72.5K sold.

Based on aggregated 13F filings for Q1 2024.