Perma-Fix Environmental Services
PESI
32 hedge funds and large institutions have $41.6M invested in Perma-Fix Environmental Services in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 7 closing their positions.
234% more capital invested
Capital invested by funds: $12.5M → $41.6M (+$29.2M)
91% more call options, than puts
Call options by funds: $920K | Put options by funds: $482K
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
7% more funds holding
Funds holding: 30 → 32 (+2)
0.45% less ownership
Funds ownership: 26.94% → 26.49% (-0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EI
EAM Investors
Solana Beach,
California
|
+$845K |
| 2 |
ACA
Apis Capital Advisors
New York
|
+$677K |
| 3 |
PCM
Potomac Capital Management
New York
|
+$542K |
| 4 |
Belvedere Trading
Chicago,
Illinois
|
+$367K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$338K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$2.81M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$593K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$149K |
| 4 |
Millennium Management
New York
|
-$143K |
| 5 |
AIP
ARS Investment Partners
New York
|
-$113K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citadel Advisors
Miami,
Florida
| $70K | -$149K | -22,938 | -79% |
|
|
GRIM
27
Greenhaven Road Investment Management
Greenwich,
Connecticut
| $63K | – | – | – |
|
|
VWM
28
Venturi Wealth Management
Austin,
Texas
| $35.3K | +$19.5K | +3,000 | New |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $33K | +$11.7K | +1,800 | +180% |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $11.8K | – | – | – |
|
31
Morgan Stanley
New York
| $4.96K | +$1.44K | +221 | +111% |
|
32
Wells Fargo
San Francisco,
California
| $1.01K | +$13 | +2 | +2% |
|
|
PAIM
33
Punch & Associates Investment Management
Edina,
Minnesota
| – | -$593K | -168,032 | Closed |
|
|
34
Millennium Management
New York
| – | -$143K | -40,518 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$52.8K | -14,944 | Closed |
|
36
Charles Schwab
San Francisco,
California
| – | -$36.9K | -10,441 | Closed |
|
37
First Manhattan
New York
| – | -$21.7K | -6,150 | Closed |
|
|
TRCT
38
Tower Research Capital (TRC)
New York
| – | -$4K | -1,144 | Closed |
|
39
Bank of America
Charlotte,
North Carolina
| – | -$49 | -14 | Closed |
|
PESI Hedge Fund Activity: Q1 2023 in Review
32 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Perma-Fix Environmental Services (PESI) for Q1 2023, worth a combined $41.6M — up 234% from $12.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PESI positions and 7 closed out — a net gain of 3 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was EAM Investors, opening a new position worth an estimated $845K. The largest seller was Heartland Advisors, cutting an estimated $2.81M.
- 32 institutional investors held Perma-Fix Environmental Services (PESI) as of Q1 2023, up from 30 in Q4 2022.
- Funds reported $41.6M of Perma-Fix Environmental Services stock for Q1 2023, up 234% quarter-over-quarter.
- 10 funds opened new Perma-Fix Environmental Services positions in Q1 2023 and 7 closed out, a net change of +3 holders.
- The largest Perma-Fix Environmental Services buyer in Q1 2023 was EAM Investors, an estimated $845K added.
- The largest Perma-Fix Environmental Services seller in Q1 2023 was Heartland Advisors, an estimated $2.81M sold.
Based on aggregated 13F filings for Q1 2023.