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Pricesmart

214 hedge funds and large institutions have $1.92B invested in Pricesmart in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 89 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 58

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

23% more call options, than puts

Call options by funds: $835K | Put options by funds: $678K

10% more capital invested

Capital invested by funds: $1.74B → $1.92B (+$179M)

3% more funds holding

Funds holding: 207214 (+7)

1.73% more ownership

Funds ownership: 77%78.73% (+1.7%)

Holders
214
Holders Change
+7
Holders Change %
+3.38%
% of All Funds
3.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
89
Reduced
58
Closed
20
Calls
$835K
Puts
$678K
Net Calls
+$157K
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$307M -$3.15M -42,665 -1%
EIG
2
EdgePoint Investment Group
Ontario, Canada
$287M +$8.1M +109,889 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$220M +$3.98M +54,019 +2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$219M -$4.34M -58,811 -2%
BCIM
5
Black Creek Investment Management
Ontario, Canada
$121M +$796K +10,800 +0.7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$113M +$5.02M +68,018 +5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$82.7M +$482K +6,531 +0.6%
State Street
8
State Street
Massachusetts
$69.6M +$904K +12,264 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$36.2M +$1.39M +18,904 +4%
Wells Fargo
10
Wells Fargo
California
$28.1M +$2.25M +30,468 +9%
Charles Schwab
11
Charles Schwab
California
$25.3M +$2.02M +27,364 +9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23.8M +$300K +4,066 +1%
Northern Trust
13
Northern Trust
Illinois
$22.3M +$137K +1,854 +0.7%
Invesco
14
Invesco
Georgia
$19.3M -$2.72M -36,874 -13%
American Century Companies
15
American Century Companies
Missouri
$16.7M +$11.5M +155,658 +275%
LCOV
16
London Company of Virginia
Virginia
$14.9M -$1.43M -19,356 -9%
Principal Financial Group
17
Principal Financial Group
Iowa
$13.2M -$449K -6,095 -4%
N
18
Nuveen
North Carolina
$13M -$21.9K -297 -0.2%
Ameriprise
19
Ameriprise
Minnesota
$12.2M +$532K +7,210 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11.8M -$97.7K -1,325 -0.9%
Goldman Sachs
21
Goldman Sachs
New York
$11.6M +$4.14M +56,201 +62%
Renaissance Technologies
22
Renaissance Technologies
New York
$9.3M -$22.1K -300 -0.3%
CVA
23
Ceredex Value Advisors
Florida
$8.19M +$796K +10,800 +12%
JP Morgan Chase
24
JP Morgan Chase
New York
$8.18M +$4.87M +65,984 +175%
PIM
25
Perpetual Investment Management
Australia
$8.06M +$12.6K +171 +0.2%

PSMT Hedge Fund Activity: Q1 2022 in Review

214 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q1 2022, worth a combined $1.92B — up 10% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PSMT positions and 20 closed out — a net gain of 9 holders — while 89 added to existing stakes and 58 trimmed.

The largest buyer was American Century Companies, adding an estimated $11.5M. The largest seller was Millennium Management, cutting an estimated $11.3M.

  • 214 institutional investors held Pricesmart (PSMT) as of Q1 2022, up from 207 in Q4 2021.
  • Funds reported $1.92B of Pricesmart stock for Q1 2022, up 10% quarter-over-quarter.
  • 29 funds opened new Pricesmart positions in Q1 2022 and 20 closed out, a net change of +9 holders.
  • The largest Pricesmart buyer in Q1 2022 was American Century Companies, an estimated $11.5M added.
  • The largest Pricesmart seller in Q1 2022 was Millennium Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2022.