Perma-Fix Environmental Services
PESI
30 hedge funds and large institutions have $12.5M invested in Perma-Fix Environmental Services in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
7% more funds holding
Funds holding: 28 → 30 (+2)
1.58% less ownership
Funds ownership: 28.52% → 26.94% (-1.6%)
27% less capital invested
Capital invested by funds: $17M → $12.5M (-$4.51M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$347K |
| 2 |
Millennium Management
New York
|
+$156K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$111K |
| 4 |
AIP
ARS Investment Partners
New York
|
+$98.9K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$56.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$1.09M |
| 2 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$166K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$145K |
| 4 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
-$92.4K |
| 5 |
CTA
Chesley Taft & Associates
Chicago,
Illinois
|
-$86.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $706 | -$40.9K | -10,634 | -98% |
|
27
Wells Fargo
San Francisco,
California
| $297 | +$8 | +2 | +2% |
|
28
Dimensional Fund Advisors
Austin,
Texas
| $229 | – | – | – |
|
29
Bank of America
Charlotte,
North Carolina
| $49 | +$54 | +14 | New |
|
|
CA
30
CoreCap Advisors
Southfield,
Michigan
| $18 | +$19 | +5 | New |
|
|
AAS
31
Annex Advisory Services
Brookfield,
Wisconsin
| – | -$166K | -37,095 | Closed |
|
PESI Hedge Fund Activity: Q4 2022 in Review
30 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Perma-Fix Environmental Services (PESI) for Q4 2022, worth a combined $12.5M — down 27% from $17M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PESI positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Perritt Capital Management, adding an estimated $347K. The largest seller was Punch & Associates Investment Management, cutting an estimated $1.09M.
- 30 institutional investors held Perma-Fix Environmental Services (PESI) as of Q4 2022, up from 28 in Q3 2022.
- Funds reported $12.5M of Perma-Fix Environmental Services stock for Q4 2022, down 27% quarter-over-quarter.
- 4 funds opened new Perma-Fix Environmental Services positions in Q4 2022 and 2 closed out, a net change of +2 holders.
- The largest Perma-Fix Environmental Services buyer in Q4 2022 was Perritt Capital Management, an estimated $347K added.
- The largest Perma-Fix Environmental Services seller in Q4 2022 was Punch & Associates Investment Management, an estimated $1.09M sold.
Based on aggregated 13F filings for Q4 2022.