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Pricesmart

224 hedge funds and large institutions have $1.45B invested in Pricesmart in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

6% more funds holding

Funds holding: 211224 (+13)

4% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 75

1% more capital invested

Capital invested by funds: $1.43B → $1.45B (+$16.7M)

0.41% more ownership

Funds ownership: 80.55%80.97% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

64% less call options, than puts

Call options by funds: $687K | Put options by funds: $1.91M

Holders
224
Holders Change
+13
Holders Change %
+6.16%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
78
Reduced
75
Closed
16
Calls
$687K
Puts
$1.91M
Net Calls
-$1.23M
Net Calls Change
-$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
51
Cubist Systematic Strategies
Connecticut
$2.05M +$1.03M +15,740 +87%
OC
52
Oppenheimer & Co
New York
$1.98M -$3.52M -53,950 -62%
State of New Jersey Common Pension Fund D
53
State of New Jersey Common Pension Fund D
New Jersey
$1.96M -$304K -4,658 -13%
SEI Investments
54
SEI Investments
Pennsylvania
$1.96M +$334K +5,116 +19%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$1.9M +$24K +368 +1%
AllianceBernstein
56
AllianceBernstein
Tennessee
$1.84M -$117K -1,789 -6%
Allspring Global Investments
57
Allspring Global Investments
North Carolina
$1.74M +$1.21M +18,523 +183%
CS
58
Credit Suisse
Switzerland
$1.69M +$425K +6,515 +31%
COPPSERS
59
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.63M +$259K +3,963 +17%
Federated Hermes
60
Federated Hermes
Pennsylvania
$1.62M +$439K +6,724 +34%
Canada Life
61
Canada Life
Manitoba, Canada
$1.61M -$114K -1,754 -6%
Two Sigma Investments
62
Two Sigma Investments
New York
$1.59M +$89.2K +1,367 +6%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$1.56M -$235K -3,598 -12%
First Trust Advisors
64
First Trust Advisors
Illinois
$1.56M +$464K +7,113 +38%
Prudential Financial
65
Prudential Financial
New Jersey
$1.53M -$6.52K -100 -0.4%
CCP
66
Carmel Capital Partners
California
$1.52M -$326K -5,000 -17%
AQR Capital Management
67
AQR Capital Management
Connecticut
$1.5M -$20.8K -319 -1%
Axa
68
Axa
France
$1.49M
MAM
69
Martingale Asset Management
Massachusetts
$1.46M +$118K +1,808 +8%
UBS AM
70
UBS AM
Illinois
$1.44M -$43.5K -667 -3%
QC
71
Quadrature Capital
United Kingdom
$1.29M +$1.38M +21,171 New
Millennium Management
72
Millennium Management
New York
$1.21M -$3.82M -58,592 -75%
Teacher Retirement System of Texas
73
Teacher Retirement System of Texas
Texas
$1.2M -$48.5K -744 -4%
Citigroup
74
Citigroup
New York
$1.13M +$166K +2,544 +16%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$1.11M -$783 -12 -0.1%

PSMT Hedge Fund Activity: Q4 2022 in Review

224 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q4 2022, worth a combined $1.45B — up 1.2% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PSMT positions and 16 closed out — a net gain of 17 holders — while 78 added to existing stakes and 75 trimmed.

The largest buyer was BlackRock, adding an estimated $8.06M. The largest seller was JP Morgan Chase, cutting an estimated $7.01M.

  • 224 institutional investors held Pricesmart (PSMT) as of Q4 2022, up from 211 in Q3 2022.
  • Funds reported $1.45B of Pricesmart stock for Q4 2022, up 1.2% quarter-over-quarter.
  • 33 funds opened new Pricesmart positions in Q4 2022 and 16 closed out, a net change of +17 holders.
  • The largest Pricesmart buyer in Q4 2022 was BlackRock, an estimated $8.06M added.
  • The largest Pricesmart seller in Q4 2022 was JP Morgan Chase, an estimated $7.01M sold.

Based on aggregated 13F filings for Q4 2022.