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Pricesmart

200 hedge funds and large institutions have $2.13B invested in Pricesmart in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 53 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 20

54% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.11M

38% more capital invested

Capital invested by funds: $1.54B → $2.13B (+$592M)

10% more funds holding

Funds holding: 181200 (+19)

0.38% more ownership

Funds ownership: 75.75%76.13% (+0.38%)

23% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 69

Holders
200
Holders Change
+19
Holders Change %
+10.5%
% of All Funds
3.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
42
Increased
53
Reduced
69
Closed
20
Calls
$3.25M
Puts
$2.11M
Net Calls
+$1.14M
Net Calls Change
-$5.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$351M +$6.51M +82,828 +2%
BlackRock
2
BlackRock
New York
$338M +$20.9M +265,845 +8%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$295M -$616K -7,842 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$201M -$19.1M -243,047 -10%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$114M +$831K +10,579 +0.9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$101M +$53.7K +684 +0.1%
BCIM
7
Black Creek Investment Management
Ontario, Canada
$73.2M +$63.1M +803,931 New
State Street
8
State Street
Massachusetts
$69.9M +$2.15M +27,315 +4%
Wells Fargo
9
Wells Fargo
California
$44.5M +$594K +7,564 +2%
MAMU
10
Marathon Asset Management (UK)
United Kingdom
$36.9M -$9.02M -114,826 -22%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$33.5M -$103K -1,315 -0.4%
Northern Trust
12
Northern Trust
Illinois
$30.3M -$929K -11,823 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$27.9M +$2.09M +26,564 +9%
Charles Schwab
14
Charles Schwab
California
$23.9M +$158K +2,011 +0.8%
Invesco
15
Invesco
Georgia
$23.7M -$1.35M -17,170 -6%
LCOV
16
London Company of Virginia
Virginia
$22.7M -$855K -10,889 -4%
Renaissance Technologies
17
Renaissance Technologies
New York
$22.2M -$9.14M -116,335 -32%
N
18
Nuveen
North Carolina
$17.2M -$98.5K -1,254 -0.7%
Principal Financial Group
19
Principal Financial Group
Iowa
$15.8M -$246K -3,126 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$15.7M -$284K -3,621 -2%
Ameriprise
21
Ameriprise
Minnesota
$10.6M -$9.43K -120 -0.1%
Prudential Financial
22
Prudential Financial
New Jersey
$9.96M -$3.47M -44,223 -29%
RJA
23
Raymond James & Associates
Florida
$9.6M +$84.4K +1,075 +1%
JP Morgan Chase
24
JP Morgan Chase
New York
$8.68M +$91.9K +1,170 +1%
NC
25
Nicholas Company
Wisconsin
$8.13M +$3.93K +50 +0.1%

PSMT Hedge Fund Activity: Q4 2020 in Review

200 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q4 2020, worth a combined $2.13B — up 38% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PSMT positions and 20 closed out — a net gain of 22 holders — while 53 added to existing stakes and 69 trimmed.

The largest buyer was Black Creek Investment Management, opening a new position worth an estimated $63.1M. The largest seller was Vanguard Group, cutting an estimated $19.1M.

  • 200 institutional investors held Pricesmart (PSMT) as of Q4 2020, up from 181 in Q3 2020.
  • Funds reported $2.13B of Pricesmart stock for Q4 2020, up 38% quarter-over-quarter.
  • 42 funds opened new Pricesmart positions in Q4 2020 and 20 closed out, a net change of +22 holders.
  • The largest Pricesmart buyer in Q4 2020 was Black Creek Investment Management, an estimated $63.1M added.
  • The largest Pricesmart seller in Q4 2020 was Vanguard Group, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2020.