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Pricesmart

164 hedge funds and large institutions have $2.13B invested in Pricesmart in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $4.42M | Put options by funds: $2.2M

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

6% more capital invested

Capital invested by funds: $2.01B → $2.13B (+$123M)

4% more funds holding

Funds holding: 158164 (+6)

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.68% less ownership

Funds ownership: 79.08%77.4% (-1.7%)

Holders
164
Holders Change
+6
Holders Change %
+3.8%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
55
Reduced
51
Closed
14
Calls
$4.42M
Puts
$2.2M
Net Calls
+$2.23M
Net Calls Change
+$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$206M +$1.74M +20,058 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$200M +$6.3M +72,499 +3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$199M +$40.4M +464,308 +27%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$166M +$3.24M +37,278 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$153M -$30.4M -350,137 -17%
BlackRock
6
BlackRock
New York
$134M +$9.92M +114,121 +8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$121M +$6.66M +76,580 +6%
GAM
8
Genesis Asset Managers
United Kingdom
$117M -$3.58M -41,122 -3%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$113M +$5.84M +67,169 +6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$65.2M +$92.1K +1,059 +0.1%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$52M -$43.4M -498,918 -46%
State Street
12
State Street
Massachusetts
$42.9M -$2.13M -24,549 -5%
LCOV
13
London Company of Virginia
Virginia
$42.4M -$2.42M -27,823 -6%
Renaissance Technologies
14
Renaissance Technologies
New York
$37.9M -$15.3M -175,700 -30%
Brown Advisory
15
Brown Advisory
Maryland
$36.6M +$5.06M +58,189 +17%
Capital Research Global Investors
16
Capital Research Global Investors
California
$32.9M +$1.55M +17,788 +5%
GKIM
17
GW&K Investment Management
Massachusetts
$31.4M -$441K -5,067 -1%
Northern Trust
18
Northern Trust
Illinois
$30.9M +$807K +9,283 +3%
LOAMS
19
Lombard Odier Asset Management (Switzerland)
Switzerland
$27.3M -$6.96M -80,000 -21%
Wells Fargo
20
Wells Fargo
California
$26.3M -$1.33M -15,297 -5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$22.5M -$3.68M -42,283 -15%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$21M +$1.73M +19,932 +9%
Charles Schwab
23
Charles Schwab
California
$17.6M +$1.56M +17,953 +10%
NC
24
Nicholas Company
Wisconsin
$15.1M +$105K +1,205 +0.7%
Norges Bank
25
Norges Bank
Norway
$14.8M +$1.01M +11,580 +8%

PSMT Hedge Fund Activity: Q2 2018 in Review

164 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q2 2018, worth a combined $2.13B — up 6.1% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PSMT positions and 14 closed out — a net gain of 8 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $40.4M. The largest seller was Bank of Montreal, cutting an estimated $43.4M.

  • 164 institutional investors held Pricesmart (PSMT) as of Q2 2018, up from 158 in Q1 2018.
  • Funds reported $2.13B of Pricesmart stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 22 funds opened new Pricesmart positions in Q2 2018 and 14 closed out, a net change of +8 holders.
  • The largest Pricesmart buyer in Q2 2018 was Kayne Anderson Rudnick Investment Management, an estimated $40.4M added.
  • The largest Pricesmart seller in Q2 2018 was Bank of Montreal, an estimated $43.4M sold.

Based on aggregated 13F filings for Q2 2018.