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Pricesmart

207 hedge funds and large institutions have $1.74B invested in Pricesmart in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

4% more funds holding

Funds holding: 199207 (+8)

7% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 67

0.09% more ownership

Funds ownership: 76.92%77% (+0.09%)

5% less capital invested

Capital invested by funds: $1.84B → $1.74B (-$99.9M)

73% less call options, than puts

Call options by funds: $340K | Put options by funds: $1.26M

Holders
207
Holders Change
+8
Holders Change %
+4.02%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
72
Reduced
67
Closed
23
Calls
$340K
Puts
$1.26M
Net Calls
-$919K
Net Calls Change
-$929K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$288M +$764K +10,159 +0.3%
EIG
2
EdgePoint Investment Group
Ontario, Canada
$258M -$24.4M -324,857 -8%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$208M -$4.16M -55,306 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$200M +$3.14M +41,758 +2%
BCIM
5
Black Creek Investment Management
Ontario, Canada
$112M +$3.1M +41,250 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$99.8M +$7.18M +95,547 +8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$76.3M +$257K +3,418 +0.3%
State Street
8
State Street
Massachusetts
$63.7M +$3.85M +51,239 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$32.2M +$975K +12,975 +3%
Wells Fargo
10
Wells Fargo
California
$23.9M -$4.44M -59,072 -15%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$21.8M -$1.29M -17,156 -5%
Charles Schwab
12
Charles Schwab
California
$21.5M +$1.25M +16,643 +6%
Invesco
13
Invesco
Georgia
$20.6M +$5.39M +71,670 +34%
Northern Trust
14
Northern Trust
Illinois
$20.5M -$427K -5,687 -2%
LCOV
15
London Company of Virginia
Virginia
$15.3M -$1.7M -22,602 -10%
Millennium Management
16
Millennium Management
New York
$14.7M +$8.61M +114,563 +134%
Principal Financial Group
17
Principal Financial Group
Iowa
$12.7M -$1.23M -16,399 -9%
N
18
Nuveen
North Carolina
$11.7M -$421K -5,604 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11M -$105K -1,392 -0.9%
Ameriprise
20
Ameriprise
Minnesota
$10.8M +$2.03M +27,048 +22%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$8.88M -$3.51M -46,707 -28%
Renaissance Technologies
22
Renaissance Technologies
New York
$8.65M +$1.36M +18,100 +18%
PIM
23
Perpetual Investment Management
Australia
$7.47M
Morgan Stanley
24
Morgan Stanley
New York
$7.24M +$1.33M +17,635 +22%
RJA
25
Raymond James & Associates
Florida
$6.97M -$375K -4,984 -5%

PSMT Hedge Fund Activity: Q4 2021 in Review

207 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q4 2021, worth a combined $1.74B — down 5.4% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PSMT positions and 23 closed out — a net gain of 9 holders — while 72 added to existing stakes and 67 trimmed.

The largest buyer was Millennium Management, adding an estimated $8.61M. The largest seller was EdgePoint Investment Group, cutting an estimated $24.4M.

  • 207 institutional investors held Pricesmart (PSMT) as of Q4 2021, up from 199 in Q3 2021.
  • Funds reported $1.74B of Pricesmart stock for Q4 2021, down 5.4% quarter-over-quarter.
  • 32 funds opened new Pricesmart positions in Q4 2021 and 23 closed out, a net change of +9 holders.
  • The largest Pricesmart buyer in Q4 2021 was Millennium Management, an estimated $8.61M added.
  • The largest Pricesmart seller in Q4 2021 was EdgePoint Investment Group, an estimated $24.4M sold.

Based on aggregated 13F filings for Q4 2021.