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Pricesmart

166 hedge funds and large institutions have $1.9B invested in Pricesmart in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $5.97M | Put options by funds: $2.67M

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

1% more funds holding

Funds holding: 164166 (+2)

4% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 52

0.4% less ownership

Funds ownership: 77.4%77.01% (-0.4%)

11% less capital invested

Capital invested by funds: $2.13B → $1.9B (-$232M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
166
Holders Change
+2
Holders Change %
+1.22%
% of All Funds
3.8%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
54
Reduced
52
Closed
16
Calls
$5.97M
Puts
$2.67M
Net Calls
+$3.29M
Net Calls Change
+$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$234M +$57.8M +690,738 +31%
EIG
2
EdgePoint Investment Group
Ontario, Canada
$187M +$2.68M +32,048 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$183M +$4.17M +49,836 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$136M -$657K -7,846 -0.5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$125M -$24.4M -291,151 -16%
BlackRock
6
BlackRock
New York
$122M +$2.44M +29,180 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$115M +$7.42M +88,638 +7%
GAM
8
Genesis Asset Managers
United Kingdom
$97.5M -$7.7M -91,900 -7%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$97.4M -$3.38M -40,329 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$58.8M +$431K +5,149 +0.7%
State Street
11
State Street
Massachusetts
$43.4M +$5.21M +62,245 +13%
Brown Advisory
12
Brown Advisory
Maryland
$34.6M +$1.91M +22,799 +6%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$32.1M -$14.8M -176,951 -31%
LCOV
14
London Company of Virginia
Virginia
$30.3M -$7.87M -93,951 -20%
Renaissance Technologies
15
Renaissance Technologies
New York
$28.4M -$5.67M -67,700 -16%
GKIM
16
GW&K Investment Management
Massachusetts
$27.9M -$199K -2,380 -0.7%
Northern Trust
17
Northern Trust
Illinois
$27.8M +$131K +1,560 +0.5%
Wells Fargo
18
Wells Fargo
California
$24.6M +$1.18M +14,046 +5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$19.5M +$715K +8,542 +4%
LOAMS
20
Lombard Odier Asset Management (Switzerland)
Switzerland
$18.4M -$6.26M -74,700 -25%
Charles Schwab
21
Charles Schwab
California
$16.6M +$981K +11,713 +6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$16.1M -$4.17M -49,793 -20%
Capital World Investors
23
Capital World Investors
California
$14.4M +$14.9M +177,589 New
Norges Bank
24
Norges Bank
Norway
$13.2M
TIM
25
Thornburg Investment Management
New Mexico
$12.8M +$356K +4,250 +3%

PSMT Hedge Fund Activity: Q3 2018 in Review

166 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q3 2018, worth a combined $1.9B — down 11% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PSMT positions and 16 closed out — a net gain of 2 holders — while 54 added to existing stakes and 52 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $57.8M. The largest seller was Wellington Management Group, cutting an estimated $24.4M.

  • 166 institutional investors held Pricesmart (PSMT) as of Q3 2018, up from 164 in Q2 2018.
  • Funds reported $1.9B of Pricesmart stock for Q3 2018, down 11% quarter-over-quarter.
  • 18 funds opened new Pricesmart positions in Q3 2018 and 16 closed out, a net change of +2 holders.
  • The largest Pricesmart buyer in Q3 2018 was Kayne Anderson Rudnick Investment Management, an estimated $57.8M added.
  • The largest Pricesmart seller in Q3 2018 was Wellington Management Group, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2018.