Perma-Fix Environmental Services
PESI
29 hedge funds and large institutions have $20.7M invested in Perma-Fix Environmental Services in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.
2.01% more ownership
Funds ownership: 26.37% → 28.38% (+2%)
0% more funds holding
Funds holding: 29 → 29 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
6% less capital invested
Capital invested by funds: $22.1M → $20.7M (-$1.32M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
+$1.36M |
| 2 |
AIP
ARS Investment Partners
New York
|
+$133K |
| 3 |
SRC
Shufro Rose & Co
New York
|
+$130K |
| 4 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
+$90.3K |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$79K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
-$110K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$80K |
| 3 |
Renaissance Technologies
New York
|
-$70.4K |
| 4 |
Morgan Stanley
New York
|
-$25.8K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HPC
26
HM Payson & Co
Portland,
Maine
| $2K | +$2.14K | +366 | New |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $1K | -$111 | -19 | -10% |
|
|
PFGIA
28
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $1K | – | – | – |
|
|
CHAM
29
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$110K | -17,400 | Closed |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$80K | -12,613 | Closed |
|
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$22K | -3,500 | Closed |
|
|
CA
32
CoreCap Advisors
Southfield,
Michigan
| – | -$1K | -5 | Closed |
|
33
Wells Fargo
San Francisco,
California
| – | +$6 | +1 | +1% |
|
PESI Hedge Fund Activity: Q1 2022 in Review
29 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Perma-Fix Environmental Services (PESI) for Q1 2022, worth a combined $20.7M — down 6% from $22.1M a quarter earlier.
Fund positioning in PESI was balanced in Q1 2022: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Dempsey Capital Management, adding an estimated $1.36M. The largest seller was Clear Harbor Asset Management, exiting entirely with an estimated $110K sold.
- 29 institutional investors held Perma-Fix Environmental Services (PESI) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $20.7M of Perma-Fix Environmental Services stock for Q1 2022, down 6% quarter-over-quarter.
- 4 funds opened new Perma-Fix Environmental Services positions in Q1 2022 and 4 closed out, a net change of 0 holders.
- The largest Perma-Fix Environmental Services buyer in Q1 2022 was Morgan Dempsey Capital Management, an estimated $1.36M added.
- The largest Perma-Fix Environmental Services seller in Q1 2022 was Clear Harbor Asset Management, an estimated $110K sold.
Based on aggregated 13F filings for Q1 2022.