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Pricesmart

229 hedge funds and large institutions have $1.86B invested in Pricesmart in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 85 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $2.92M | Put options by funds: $947K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1% more capital invested

Capital invested by funds: $1.84B → $1.86B (+$24.2M)

0.99% more ownership

Funds ownership: 79.41%80.4% (+0.99%)

6% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 35

8% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 85

2% less funds holding

Funds holding: 234229 (-5)

Holders
229
Holders Change
-5
Holders Change %
-2.14%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
78
Reduced
85
Closed
35
Calls
$2.92M
Puts
$947K
Net Calls
+$1.97M
Net Calls Change
+$2.95M

PSMT Hedge Fund Activity: Q4 2023 in Review

229 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q4 2023, worth a combined $1.86B — up 1.3% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of PSMT and 33 opened new positions — a net loss of 2 holders — while 85 trimmed existing stakes and 78 added.

The largest buyer was Deutsche Bank, adding an estimated $20.3M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $121M.

  • 229 institutional investors held Pricesmart (PSMT) as of Q4 2023, down from 234 in Q3 2023.
  • Funds reported $1.86B of Pricesmart stock for Q4 2023, up 1.3% quarter-over-quarter.
  • 33 funds opened new Pricesmart positions in Q4 2023 and 35 closed out, a net change of -2 holders.
  • The largest Pricesmart buyer in Q4 2023 was Deutsche Bank, an estimated $20.3M added.
  • The largest Pricesmart seller in Q4 2023 was Kayne Anderson Rudnick Investment Management, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2023.