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Orion Energy Systems

43 hedge funds and large institutions have $16.8M invested in Orion Energy Systems in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $13.4M → $16.8M (+$3.38M)

0.09% less ownership

Funds ownership: 4.73%4.64% (-0.09%)

9% less funds holding

Funds holding: 4743 (-4)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

33% less call options, than puts

Call options by funds: $4K | Put options by funds: $6K

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
15
Closed
8
Calls
$4K
Puts
$6K
Net Calls
-$2K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1
North Star Investment Management
Illinois
$4.31M +$16.6K +1,700 +0.4%
GWI
2
Grace & White Inc
New York
$2.95M +$12.7K +1,302 +0.5%
TCM
3
Tieton Capital Management
Washington
$2.43M +$52.6K +5,379 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.49M -$12.9K -1,319 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.42M
AI
6
Acuitas Investments
Washington
$1.27M
US Bancorp
7
US Bancorp
Minnesota
$1.08M +$12.7K +1,301 +1%
PM
8
Penbrook Management
New York
$435K -$13.4K -1,375 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$318K +$17.2K +1,758 +7%
BlackRock
10
BlackRock
New York
$305K -$47.6K -4,871 -15%
CIS
11
Connors Investor Services
Pennsylvania
$157K -$2.32K -237 -2%
State Street
12
State Street
Massachusetts
$95K
GVAG
13
Great Valley Advisor Group
Delaware
$65.3K +$3.59K +367 +7%
Northern Trust
14
Northern Trust
Illinois
$61.9K -$108 -11 -0.2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$57.2K -$14.7K -1,505 -23%
Citadel Advisors
16
Citadel Advisors
Florida
$42.3K -$51.5K -5,270 -58%
Morgan Stanley
17
Morgan Stanley
New York
$31.6K +$23.3K +2,380 +507%
Bank of America
18
Bank of America
North Carolina
$22.5K +$19.8K +2,025 New
BPA
19
Beacon Pointe Advisors
California
$22.2K -$5.78K -591 -23%
LCM
20
Landscape Capital Management
New Jersey
$20K -$37.3K -3,817 -68%
Charles Schwab
21
Charles Schwab
California
$18.9K
WS
22
Wedbush Securities
California
$17K -$4.89K -500 -25%
KPWS
23
Kestra Private Wealth Services
Texas
$16.6K
RFA
24
Register Financial Advisors
Georgia
$16.6K
SAF
25
Smith Anglin Financial
Texas
$16.6K

OESX Hedge Fund Activity: Q2 2024 in Review

43 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q2 2024, worth a combined $16.8M — up 25% from $13.4M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of OESX and 4 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 10 added.

The largest buyer was Tieton Capital Management, adding an estimated $52.6K. The largest seller was Annandale Capital, exiting entirely with an estimated $185K sold.

  • 43 institutional investors held Orion Energy Systems (OESX) as of Q2 2024, down from 47 in Q1 2024.
  • Funds reported $16.8M of Orion Energy Systems stock for Q2 2024, up 25% quarter-over-quarter.
  • 4 funds opened new Orion Energy Systems positions in Q2 2024 and 8 closed out, a net change of -4 holders.
  • The largest Orion Energy Systems buyer in Q2 2024 was Tieton Capital Management, an estimated $52.6K added.
  • The largest Orion Energy Systems seller in Q2 2024 was Annandale Capital, an estimated $185K sold.

Based on aggregated 13F filings for Q2 2024.