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Pricesmart

171 hedge funds and large institutions have $1.69B invested in Pricesmart in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $4.15M | Put options by funds: $3.27M

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 167171 (+4)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

12% less capital invested

Capital invested by funds: $1.92B → $1.69B (-$229M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
171
Holders Change
+4
Holders Change %
+2.4%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
19
Increased
62
Reduced
61
Closed
15
Calls
$4.15M
Puts
$3.27M
Net Calls
+$879K
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$253M +$3.31M +35,759 +1%
LCOV
2
London Company of Virginia
Virginia
$201M -$9.78M -105,633 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$141M +$305K +3,300 +0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$99.5M +$3.29M +35,544 +3%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$71.3M +$1.07M +11,555 +1%
TIM
6
Thornburg Investment Management
New Mexico
$59.6M +$23.4M +253,294 +59%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$54.8M +$10.1M +108,834 +21%
Norges Bank
8
Norges Bank
Norway
$44.6M +$23.7M +255,949 +100%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$43.3M +$1.02M +11,043 +2%
BIT
10
BlackRock Institutional Trust
California
$41.5M -$823K -8,887 -2%
DDC
11
DF Dent & Co
Maryland
$40M +$11.6M +125,541 +38%
BFA
12
BlackRock Fund Advisors
California
$36.3M -$5.55M -59,978 -13%
State Street
13
State Street
Massachusetts
$34.1M -$143K -1,540 -0.4%
Artisan Partners
14
Artisan Partners
Wisconsin
$31.5M +$3.98M +43,030 +14%
WA
15
Wasatch Advisors
Utah
$29.4M -$5.48M -59,253 -15%
Brown Advisory
16
Brown Advisory
Maryland
$28.6M -$7.76M -83,847 -20%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$26.5M +$3.61K +39 +0%
GIM
18
Granahan Investment Management
Massachusetts
$26M -$3.64M -39,360 -12%
Northern Trust
19
Northern Trust
Illinois
$24.5M -$12M -130,181 -32%
Ameriprise
20
Ameriprise
Minnesota
$23.2M -$4.69M -50,674 -16%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$22.9M -$1.34M -14,530 -5%
MAA
22
Managed Account Advisors
New Jersey
$19.7M -$566K -6,111 -3%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$17.3M +$9.16M +98,980 +99%
Deutsche Bank
24
Deutsche Bank
Germany
$15.6M +$9.29M +100,354 +128%
CCM
25
Century Capital Management
Massachusetts
$14.5M +$2.52M +27,187 +19%

PSMT Hedge Fund Activity: Q2 2014 in Review

171 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q2 2014, worth a combined $1.69B — down 12% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PSMT positions and 15 closed out — a net gain of 4 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Norges Bank, adding an estimated $23.7M. The largest seller was Capital World Investors, exiting entirely with an estimated $16.9M sold.

  • 171 institutional investors held Pricesmart (PSMT) as of Q2 2014, up from 167 in Q1 2014.
  • Funds reported $1.69B of Pricesmart stock for Q2 2014, down 12% quarter-over-quarter.
  • 19 funds opened new Pricesmart positions in Q2 2014 and 15 closed out, a net change of +4 holders.
  • The largest Pricesmart buyer in Q2 2014 was Norges Bank, an estimated $23.7M added.
  • The largest Pricesmart seller in Q2 2014 was Capital World Investors, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2014.