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Pricesmart

163 hedge funds and large institutions have $1.72B invested in Pricesmart in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $19.8M | Put options by funds: $12.6M

51% more capital invested

Capital invested by funds: $1.14B → $1.72B (+$582M)

46% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 41

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

6.42% more ownership

Funds ownership: 73.19%79.61% (+6.4%)

5% more funds holding

Funds holding: 155163 (+8)

Holders
163
Holders Change
+8
Holders Change %
+5.16%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
60
Reduced
41
Closed
28
Calls
$19.8M
Puts
$12.6M
Net Calls
+$7.18M
Net Calls Change
+$9.12M
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$279M +$1.63M +26,824 +0.7%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$247M -$14.5M -238,879 -6%
BlackRock
3
BlackRock
New York
$238M +$112M +1,844,936 +122%
Vanguard Group
4
Vanguard Group
Pennsylvania
$173M +$10.8M +178,686 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$87.9M -$3.86M -63,755 -5%
GIM
6
Genesis Investment Management
United Kingdom
$79.8M +$71.6M +1,182,011 New
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$70.7M +$3.84M +63,312 +7%
State Street
8
State Street
Massachusetts
$48.8M +$11.7M +192,572 +39%
Renaissance Technologies
9
Renaissance Technologies
New York
$44.9M +$4.31M +71,100 +13%
Wells Fargo
10
Wells Fargo
California
$34.7M -$1.17M -19,346 -4%
Northern Trust
11
Northern Trust
Illinois
$24.7M +$413K +6,809 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23M +$9.13M +150,563 +87%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$22.8M -$4.96M -81,801 -20%
Capital Research Global Investors
14
Capital Research Global Investors
California
$21.3M +$2.42M +40,000 +15%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$21.2M -$831K -13,706 -4%
LCOV
16
London Company of Virginia
Virginia
$21M +$133K +2,192 +0.7%
MAMU
17
Marathon Asset Management (UK)
United Kingdom
$19.9M -$329K -5,427 -2%
Charles Schwab
18
Charles Schwab
California
$18.8M +$1.05M +17,261 +7%
Norges Bank
19
Norges Bank
Norway
$17.6M +$2.25M +37,186 +18%
N
20
Nuveen
North Carolina
$14M +$3.3M +54,434 +38%
Principal Financial Group
21
Principal Financial Group
Iowa
$12.8M +$10.9M +179,882 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$11.3M -$48.9K -806 -0.5%
Mitsubishi UFJ Trust & Banking
23
Mitsubishi UFJ Trust & Banking
Japan
$10.9M +$9.31M +153,599 New
Ameriprise
24
Ameriprise
Minnesota
$8.52M +$6.12M +101,052 +539%
PAM
25
Panagora Asset Management
Massachusetts
$7.32M +$1.31M +21,677 +27%

PSMT Hedge Fund Activity: Q3 2019 in Review

163 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q3 2019, worth a combined $1.72B — up 51% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PSMT positions and 28 closed out — a net gain of 9 holders — while 60 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock, adding an estimated $112M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $19.1M sold.

  • 163 institutional investors held Pricesmart (PSMT) as of Q3 2019, up from 155 in Q2 2019.
  • Funds reported $1.72B of Pricesmart stock for Q3 2019, up 51% quarter-over-quarter.
  • 37 funds opened new Pricesmart positions in Q3 2019 and 28 closed out, a net change of +9 holders.
  • The largest Pricesmart buyer in Q3 2019 was BlackRock, an estimated $112M added.
  • The largest Pricesmart seller in Q3 2019 was Baillie Gifford & Co, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2019.