We are live on ! Find out more
PSMT icon

Pricesmart

194 hedge funds and large institutions have $2.27B invested in Pricesmart in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 65 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $3.1M | Put options by funds: $2.51M

6% more capital invested

Capital invested by funds: $2.13B → $2.27B (+$135M)

2% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 65

0.26% more ownership

Funds ownership: 76.13%76.39% (+0.26%)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

3% less funds holding

Funds holding: 200194 (-6)

Holders
194
Holders Change
-6
Holders Change %
-3%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
66
Reduced
65
Closed
24
Calls
$3.1M
Puts
$2.51M
Net Calls
+$589K
Net Calls Change
-$549K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$378M +$19M +195,612 +5%
EIG
2
EdgePoint Investment Group
Ontario, Canada
$346M -$26.6M -274,242 -7%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$313M -$343K -3,533 -0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$238M +$24.5M +251,833 +11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$121M +$401K +4,123 +0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$106M -$944K -9,717 -0.9%
BCIM
7
Black Creek Investment Management
Ontario, Canada
$99.8M +$22.1M +227,630 +28%
State Street
8
State Street
Massachusetts
$76.7M +$2.54M +26,105 +3%
Wells Fargo
9
Wells Fargo
California
$43.5M -$3.88M -39,888 -8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$39.6M +$4.01M +41,272 +11%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$29.5M -$133K -1,369 -0.4%
Northern Trust
12
Northern Trust
Illinois
$28.7M -$3.44M -35,432 -11%
Charles Schwab
13
Charles Schwab
California
$24.9M -$475K -4,892 -2%
LCOV
14
London Company of Virginia
Virginia
$23.8M -$311K -3,196 -1%
MAMU
15
Marathon Asset Management (UK)
United Kingdom
$23.1M -$16.2M -166,544 -41%
Invesco
16
Invesco
Georgia
$22.4M -$2.68M -27,626 -11%
N
17
Nuveen
North Carolina
$17.9M -$362K -3,727 -2%
Principal Financial Group
18
Principal Financial Group
Iowa
$17.1M +$362K +3,728 +2%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$15M +$13.5M +139,198 +869%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$15M -$1.7M -17,536 -10%
Renaissance Technologies
21
Renaissance Technologies
New York
$14.4M -$9.22M -94,900 -39%
Ameriprise
22
Ameriprise
Minnesota
$12.3M +$1.04M +10,661 +9%
RJA
23
Raymond James & Associates
Florida
$9.89M -$303K -3,117 -3%
JP Morgan Chase
24
JP Morgan Chase
New York
$9.87M +$652K +6,713 +7%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$9.19M +$8.63M +88,790 +1,426%

PSMT Hedge Fund Activity: Q1 2021 in Review

194 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q1 2021, worth a combined $2.27B — up 6.3% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PSMT and 22 opened new positions — a net loss of 2 holders — while 65 trimmed existing stakes and 66 added.

The largest buyer was Vanguard Group, adding an estimated $24.5M. The largest seller was EdgePoint Investment Group, cutting an estimated $26.6M.

  • 194 institutional investors held Pricesmart (PSMT) as of Q1 2021, down from 200 in Q4 2020.
  • Funds reported $2.27B of Pricesmart stock for Q1 2021, up 6.3% quarter-over-quarter.
  • 22 funds opened new Pricesmart positions in Q1 2021 and 24 closed out, a net change of -2 holders.
  • The largest Pricesmart buyer in Q1 2021 was Vanguard Group, an estimated $24.5M added.
  • The largest Pricesmart seller in Q1 2021 was EdgePoint Investment Group, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2021.