Orion Energy Systems
OESX
40 hedge funds and large institutions have $13M invested in Orion Energy Systems in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 6 closing their positions.
188% more call options, than puts
Call options by funds: $23K | Put options by funds: $8K
0.01% more ownership
Funds ownership: 4.64% → 4.65% (+0.01%)
7% less funds holding
Funds holding: 43 → 40 (-3)
22% less capital invested
Capital invested by funds: $16.8M → $13M (-$3.73M)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
56% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Annandale Capital
Dallas,
Texas
|
+$164K |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$94.9K |
| 3 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$44.9K |
| 4 |
GWI
Grace & White Inc
Ny,
New York
|
+$31.7K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$24.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$65.3K |
| 2 |
TCM
Tieton Capital Management
Yakima,
Washington
|
-$63.4K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$35.2K |
| 4 |
BlackRock
New York
|
-$27.3K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$20K |
OESX Hedge Fund Activity: Q3 2024 in Review
40 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q3 2024, worth a combined $13M — down 22% from $16.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of OESX and 3 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 4 added.
The largest buyer was Annandale Capital, opening a new position worth an estimated $164K. The largest seller was Great Valley Advisor Group, exiting entirely with an estimated $65.3K sold.
- 40 institutional investors held Orion Energy Systems (OESX) as of Q3 2024, down from 43 in Q2 2024.
- Funds reported $13M of Orion Energy Systems stock for Q3 2024, down 22% quarter-over-quarter.
- 3 funds opened new Orion Energy Systems positions in Q3 2024 and 6 closed out, a net change of -3 holders.
- The largest Orion Energy Systems buyer in Q3 2024 was Annandale Capital, an estimated $164K added.
- The largest Orion Energy Systems seller in Q3 2024 was Great Valley Advisor Group, an estimated $65.3K sold.
Based on aggregated 13F filings for Q3 2024.