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Pricesmart

241 hedge funds and large institutions have $2.06B invested in Pricesmart in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,279% more call options, than puts

Call options by funds: $3.93M | Put options by funds: $285K

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more capital invested

Capital invested by funds: $1.9B → $2.06B (+$165M)

6% more funds holding

Funds holding: 228241 (+13)

1% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 84

1.58% less ownership

Funds ownership: 82.04%80.46% (-1.6%)

Holders
241
Holders Change
+13
Holders Change %
+5.7%
% of All Funds
3.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
85
Reduced
84
Closed
23
Calls
$3.93M
Puts
$285K
Net Calls
+$3.65M
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$344M -$5.06M -63,758 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$288M +$8.36M +105,405 +3%
EIG
3
EdgePoint Investment Group
Ontario, Canada
$228M +$2.38M +30,045 +1%
BCIM
4
Black Creek Investment Management
Ontario, Canada
$140M -$2.67M -33,648 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$107M +$947K +11,930 +0.9%
State Street
6
State Street
Massachusetts
$88.1M +$1.08M +13,612 +1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$84.4M +$1.13M +14,244 +1%
American Century Companies
8
American Century Companies
Missouri
$75.7M +$20.5M +258,480 +40%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$52.9M +$2.28M +28,780 +5%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$44.7M -$2.99M -37,638 -7%
Charles Schwab
11
Charles Schwab
California
$34.3M +$1.16M +14,564 +4%
Morgan Stanley
12
Morgan Stanley
New York
$33.5M -$48.8M -615,042 -61%
NC
13
Nitorum Capital
New York
$24.6M -$1.27M -16,000 -5%
Northern Trust
14
Northern Trust
Illinois
$24.3M +$692K +8,723 +3%
Invesco
15
Invesco
Georgia
$24.1M -$1.05M -13,215 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$22M -$1.77M -22,248 -8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$19.3M -$354K -4,461 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.9M +$9.88M +124,478 +124%
LCOV
19
London Company of Virginia
Virginia
$17.3M +$2.21M +27,801 +16%
CCM
20
Copeland Capital Management
Pennsylvania
$16.2M +$15.3M +192,930 New
LSV Asset Management
21
LSV Asset Management
Illinois
$15.3M +$13M +164,449 +939%
Goldman Sachs
22
Goldman Sachs
New York
$14.4M -$2.16M -27,231 -14%
PAM
23
Panagora Asset Management
Massachusetts
$12.8M +$446K +5,622 +4%
Principal Financial Group
24
Principal Financial Group
Iowa
$11.4M +$93.7K +1,181 +0.9%
Deutsche Bank
25
Deutsche Bank
Germany
$11.3M -$13.1M -165,678 -55%

PSMT Hedge Fund Activity: Q1 2024 in Review

241 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q1 2024, worth a combined $2.06B — up 8.7% from $1.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PSMT positions and 23 closed out — a net gain of 15 holders — while 85 added to existing stakes and 84 trimmed.

The largest buyer was American Century Companies, adding an estimated $20.5M. The largest seller was Morgan Stanley, cutting an estimated $48.8M.

  • 241 institutional investors held Pricesmart (PSMT) as of Q1 2024, up from 228 in Q4 2023.
  • Funds reported $2.06B of Pricesmart stock for Q1 2024, up 8.7% quarter-over-quarter.
  • 38 funds opened new Pricesmart positions in Q1 2024 and 23 closed out, a net change of +15 holders.
  • The largest Pricesmart buyer in Q1 2024 was American Century Companies, an estimated $20.5M added.
  • The largest Pricesmart seller in Q1 2024 was Morgan Stanley, an estimated $48.8M sold.

Based on aggregated 13F filings for Q1 2024.