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Orion Energy Systems

41 hedge funds and large institutions have $12.1M invested in Orion Energy Systems in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

3% more funds holding

Funds holding: 4041 (+1)

0.04% less ownership

Funds ownership: 4.65%4.6% (-0.04%)

7% less capital invested

Capital invested by funds: $13M → $12.1M (-$918K)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
9
Closed
2
Calls
$24K
Puts
Net Calls
+$24K
Net Calls Change
+$9K
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
1
North Star Investment Management
Illinois
$2.97M -$194K -22,195 -6%
GWI
2
Grace & White Inc
New York
$2.2M +$43.9K +5,013 +2%
TCM
3
Tieton Capital Management
Washington
$2.13M +$475K +54,177 +26%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.02M -$43.6K -4,979 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.02M
AI
6
Acuitas Investments
Washington
$814K -$108K -12,315 -11%
US Bancorp
7
US Bancorp
Minnesota
$608K -$184K -21,005 -22%
PM
8
Penbrook Management
New York
$273K -$40K -4,565 -12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$250K
BlackRock
10
BlackRock
New York
$197K
AC
11
Annandale Capital
Texas
$139K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$104K +$75.8K +8,647 +200%
CIS
13
Connors Investor Services
Pennsylvania
$82.2K -$33.5K -3,824 -27%
State Street
14
State Street
Massachusetts
$68.5K
Northern Trust
15
Northern Trust
Illinois
$44.6K
Mariner
16
Mariner
Kansas
$34.8K +$38.1K +4,353 New
Morgan Stanley
17
Morgan Stanley
New York
$22.8K
BPA
18
Beacon Pointe Advisors
California
$20.7K +$5.18K +591 +30%
Bank of America
19
Bank of America
North Carolina
$16.2K
KPWS
20
Kestra Private Wealth Services
Texas
$14.4K +$2.63K +300 +20%
Charles Schwab
21
Charles Schwab
California
$13.6K
Raymond James Financial
22
Raymond James Financial
Florida
$12.1K +$13.2K +1,506 New
RFA
23
Register Financial Advisors
Georgia
$12K
SAF
24
Smith Anglin Financial
Texas
$12K
FCM
25
Firsthand Capital Management
California
$11.2K

OESX Hedge Fund Activity: Q4 2024 in Review

41 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Orion Energy Systems (OESX) for Q4 2024, worth a combined $12.1M — down 7% from $13M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new OESX positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Tieton Capital Management, adding an estimated $475K. The largest seller was North Star Investment Management, cutting an estimated $194K.

  • 41 institutional investors held Orion Energy Systems (OESX) as of Q4 2024, up from 40 in Q3 2024.
  • Funds reported $12.1M of Orion Energy Systems stock for Q4 2024, down 7% quarter-over-quarter.
  • 4 funds opened new Orion Energy Systems positions in Q4 2024 and 2 closed out, a net change of +2 holders.
  • The largest Orion Energy Systems buyer in Q4 2024 was Tieton Capital Management, an estimated $475K added.
  • The largest Orion Energy Systems seller in Q4 2024 was North Star Investment Management, an estimated $194K sold.

Based on aggregated 13F filings for Q4 2024.