We are live on ! Find out more
PSMT icon

Pricesmart

260 hedge funds and large institutions have $2.02B invested in Pricesmart in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 102 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $4M | Put options by funds: $1.69M

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

34% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 76

8% more funds holding

Funds holding: 241260 (+19)

0.48% more ownership

Funds ownership: 80.46%80.94% (+0.48%)

2% less capital invested

Capital invested by funds: $2.06B → $2.02B (-$47.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
260
Holders Change
+19
Holders Change %
+7.88%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
47
Increased
102
Reduced
76
Closed
27
Calls
$4M
Puts
$1.69M
Net Calls
+$2.31M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$326M -$6.41M -77,844 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$279M +$1.34M +16,238 +0.5%
EIG
3
EdgePoint Investment Group
Ontario, Canada
$223M +$2.57M +31,263 +1%
BCIM
4
Black Creek Investment Management
Ontario, Canada
$127M -$8.49M -103,141 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$106M +$2.91M +35,390 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$90.7M +$9.24M +112,232 +11%
American Century Companies
7
American Century Companies
Missouri
$88.2M +$15.2M +184,252 +20%
State Street
8
State Street
Massachusetts
$84.6M -$606K -7,363 -0.7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$53.6M +$2.5M +30,400 +5%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$42.5M -$776K -9,429 -2%
Charles Schwab
11
Charles Schwab
California
$34.4M +$1.27M +15,437 +4%
CCM
12
Copeland Capital Management
Pennsylvania
$32.9M +$17.5M +212,356 +110%
Northern Trust
13
Northern Trust
Illinois
$24.3M +$832K +10,108 +3%
Morgan Stanley
14
Morgan Stanley
New York
$23.6M -$8.94M -108,532 -27%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$22.3M +$3.7M +44,932 +20%
Invesco
16
Invesco
Georgia
$21.5M -$1.85M -22,518 -8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$21.5M +$230K +2,789 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
18
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.5M +$2.28M +27,725 +12%
NC
19
Nitorum Capital
New York
$19.1M -$4.73M -57,445 -20%
LSV Asset Management
20
LSV Asset Management
Illinois
$19M +$4.33M +52,600 +29%
Goldman Sachs
21
Goldman Sachs
New York
$17.6M +$3.71M +45,026 +26%
LCOV
22
London Company of Virginia
Virginia
$16.8M +$95.4K +1,159 +0.6%
PAM
23
Panagora Asset Management
Massachusetts
$13.1M +$664K +8,064 +5%
Principal Financial Group
24
Principal Financial Group
Iowa
$10.6M -$417K -5,060 -4%
Renaissance Technologies
25
Renaissance Technologies
New York
$8.62M +$2.37M +28,800 +37%

PSMT Hedge Fund Activity: Q2 2024 in Review

260 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q2 2024, worth a combined $2.02B — down 2.3% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PSMT positions and 27 closed out — a net gain of 20 holders — while 102 added to existing stakes and 76 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $17.5M. The largest seller was Deutsche Bank, cutting an estimated $10.1M.

  • 260 institutional investors held Pricesmart (PSMT) as of Q2 2024, up from 241 in Q1 2024.
  • Funds reported $2.02B of Pricesmart stock for Q2 2024, down 2.3% quarter-over-quarter.
  • 47 funds opened new Pricesmart positions in Q2 2024 and 27 closed out, a net change of +20 holders.
  • The largest Pricesmart buyer in Q2 2024 was Copeland Capital Management, an estimated $17.5M added.
  • The largest Pricesmart seller in Q2 2024 was Deutsche Bank, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2024.