We are live on ! Find out more
PSMT icon

Pricesmart

158 hedge funds and large institutions have $2.02B invested in Pricesmart in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 59 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $2.36M | Put options by funds: $1.17M

9% more capital invested

Capital invested by funds: $1.86B → $2.02B (+$159M)

0.99% less ownership

Funds ownership: 72.97%71.98% (-0.99%)

12% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 59

13% less funds holding

Funds holding: 181158 (-23)

57% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 30

Holders
158
Holders Change
-23
Holders Change %
-12.71%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
52
Reduced
59
Closed
30
Calls
$2.36M
Puts
$1.17M
Net Calls
+$1.19M
Net Calls Change
+$675K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$375M -$8.14M -92,783 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$186M +$17.6M +200,045 +11%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$124M +$1.93M +21,936 +2%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$122M -$1.89M -21,569 -2%
BlackRock
5
BlackRock
New York
$119M +$113M +1,285,233 +76,230%
Kayne Anderson Rudnick Investment Management
6
Kayne Anderson Rudnick Investment Management
California
$117M +$15.3M +174,683 +16%
LCOV
7
London Company of Virginia
Virginia
$109M -$23.4M -266,571 -18%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$103M -$2.62M -29,862 -3%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$84M +$3.65M +41,599 +5%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$58.4M -$5.44M -61,941 -9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$58.3M +$1.94M +22,068 +4%
Renaissance Technologies
12
Renaissance Technologies
New York
$52M +$7.51M +85,600 +18%
State Street
13
State Street
Massachusetts
$40.4M +$1.1M +12,571 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$29.6M +$853K +9,718 +3%
Northern Trust
15
Northern Trust
Illinois
$29.2M +$206K +2,351 +0.7%
Wells Fargo
16
Wells Fargo
California
$25.6M +$1.76M +20,006 +8%
GKIM
17
GW&K Investment Management
Massachusetts
$20.6M -$448K -5,106 -2%
Brown Advisory
18
Brown Advisory
Maryland
$18M +$1.04M +11,845 +6%
Artisan Partners
19
Artisan Partners
Wisconsin
$17.6M -$831K -9,470 -5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$17.5M +$1.34M +15,295 +9%
LOAMS
21
Lombard Odier Asset Management (Switzerland)
Switzerland
$17.4M +$15.8M +179,800 +1,954%
Capital Research Global Investors
22
Capital Research Global Investors
California
$16M
GAM
23
Genesis Asset Managers
United Kingdom
$15M -$465K -5,300 -3%
NC
24
Nicholas Company
Wisconsin
$13.1M
Charles Schwab
25
Charles Schwab
California
$11.9M +$1.04M +11,831 +10%

PSMT Hedge Fund Activity: Q1 2017 in Review

158 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q1 2017, worth a combined $2.02B — up 8.5% from $1.86B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of PSMT and 13 opened new positions — a net loss of 17 holders — while 59 trimmed existing stakes and 52 added.

The largest buyer was BlackRock, adding an estimated $113M. The largest seller was London Company of Virginia, cutting an estimated $23.4M.

  • 158 institutional investors held Pricesmart (PSMT) as of Q1 2017, down from 181 in Q4 2016.
  • Funds reported $2.02B of Pricesmart stock for Q1 2017, up 8.5% quarter-over-quarter.
  • 13 funds opened new Pricesmart positions in Q1 2017 and 30 closed out, a net change of -17 holders.
  • The largest Pricesmart buyer in Q1 2017 was BlackRock, an estimated $113M added.
  • The largest Pricesmart seller in Q1 2017 was London Company of Virginia, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2017.