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Perma-Fix Environmental Services

41 hedge funds and large institutions have $36.9M invested in Perma-Fix Environmental Services in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $27.5M → $36.9M (+$9.43M)

14% more call options, than puts

Call options by funds: $529K | Put options by funds: $463K

2.91% less ownership

Funds ownership: 25.68%22.77% (-2.9%)

5% less funds holding

Funds holding: 4341 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
11
Reduced
14
Closed
5
Calls
$529K
Puts
$463K
Net Calls
+$66K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
26
Y-Intercept (HK)
Hong Kong
$125K +$90.9K +10,524 New
HIM
27
Hillsdale Investment Management
Ontario, Canada
$110K
Citigroup
28
Citigroup
New York
$88.3K -$110K -12,762 -63%
Bank of America
29
Bank of America
North Carolina
$55.2K +$40.1K +4,638 +57,975%
VWM
30
Venturi Wealth Management
Texas
$35.7K
Simplex Trading
31
Simplex Trading
Illinois
$31K +$23K +2,666 New
Osaic Holdings
32
Osaic Holdings
Arizona
$23.8K +$8.64K +1,000 +100%
Morgan Stanley
33
Morgan Stanley
New York
$22K -$79.6K -9,210 -83%
TRCT
34
Tower Research Capital (TRC)
New York
$11.2K -$13.2K -1,525 -62%
JP Morgan Chase
35
JP Morgan Chase
New York
$8.83K +$2.4K +278 +60%
WPA
36
West Paces Advisors
Georgia
$1.49K
Wells Fargo
37
Wells Fargo
California
$1.15K +$17 +2 +2%
UBS Group
38
UBS Group
Switzerland
$1.07K -$27.9K -3,228 -97%
CA
39
CoreCap Advisors
Michigan
$59 +$43 +5 New
QC
40
Quadrature Capital
United Kingdom
-$267K -34,029 Closed
TI
41
Trexquant Investment
Connecticut
-$141K -17,912 Closed
Barclays
42
Barclays
United Kingdom
-$33.4K -4,255 Closed
SPIA
43
Steward Partners Investment Advisory
New York
-$7.86K -1,000 Closed
PS
44
Planned Solutions
California
-$5.5K -700 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
-$847 -98 -98%
JPWM
46
Jamison Private Wealth Management
Georgia
+$77.8K +9,000 New

PESI Hedge Fund Activity: Q1 2024 in Review

41 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Perma-Fix Environmental Services (PESI) for Q1 2024, worth a combined $36.9M — up 34% from $27.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PESI and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 11 added.

The largest buyer was Millennium Management, adding an estimated $331K. The largest seller was Quadrature Capital, exiting entirely with an estimated $267K sold.

  • 41 institutional investors held Perma-Fix Environmental Services (PESI) as of Q1 2024, down from 43 in Q4 2023.
  • Funds reported $36.9M of Perma-Fix Environmental Services stock for Q1 2024, up 34% quarter-over-quarter.
  • 4 funds opened new Perma-Fix Environmental Services positions in Q1 2024 and 5 closed out, a net change of -1 holder.
  • The largest Perma-Fix Environmental Services buyer in Q1 2024 was Millennium Management, an estimated $331K added.
  • The largest Perma-Fix Environmental Services seller in Q1 2024 was Quadrature Capital, an estimated $267K sold.

Based on aggregated 13F filings for Q1 2024.