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Pricesmart

266 hedge funds and large institutions have $2.32B invested in Pricesmart in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 96 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $1.85M

20% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 30

15% more capital invested

Capital invested by funds: $2.02B → $2.32B (+$301M)

2% more funds holding

Funds holding: 260266 (+6)

1.41% more ownership

Funds ownership: 80.94%82.35% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 92

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
266
Holders Change
+6
Holders Change %
+2.31%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
36
Increased
96
Reduced
92
Closed
30
Calls
$2.26M
Puts
$1.85M
Net Calls
+$405K
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$368M -$1.23M -14,241 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$314M -$1.81M -20,950 -0.6%
EIG
3
EdgePoint Investment Group
Ontario, Canada
$259M +$6.4M +74,201 +3%
BCIM
4
Black Creek Investment Management
Ontario, Canada
$169M +$23.5M +271,915 +17%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$119M -$821K -9,514 -0.7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$109M +$5.65M +65,492 +6%
American Century Companies
7
American Century Companies
Missouri
$109M +$8.34M +96,691 +9%
State Street
8
State Street
Massachusetts
$94.3M -$1.2M -13,961 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$62.9M +$2.17M +25,216 +4%
CCM
10
Copeland Capital Management
Pennsylvania
$44.2M +$6.55M +75,896 +19%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$41.1M -$6.51M -75,456 -14%
Charles Schwab
12
Charles Schwab
California
$40.2M +$1.31M +15,245 +4%
Northern Trust
13
Northern Trust
Illinois
$28.8M +$1.25M +14,508 +5%
Morgan Stanley
14
Morgan Stanley
New York
$26M -$609K -7,056 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$25.6M +$2.29M +26,607 +11%
Invesco
16
Invesco
Georgia
$25.4M +$1.07M +12,397 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$25.3M +$68.2K +791 +0.3%
NC
18
Nitorum Capital
New York
$23.2M +$1.49M +17,287 +7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$22.2M -$1.93M -22,374 -8%
LSV Asset Management
20
LSV Asset Management
Illinois
$20.9M -$629K -7,293 -3%
LCOV
21
London Company of Virginia
Virginia
$19.2M +$206K +2,384 +1%
Ameriprise
22
Ameriprise
Minnesota
$18.6M +$10.8M +124,687 +160%
PAM
23
Panagora Asset Management
Massachusetts
$15.1M +$313K +3,625 +2%
Millennium Management
24
Millennium Management
New York
$14M +$5.86M +67,955 +80%
Goldman Sachs
25
Goldman Sachs
New York
$12.7M -$6.73M -78,057 -36%

PSMT Hedge Fund Activity: Q3 2024 in Review

266 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q3 2024, worth a combined $2.32B — up 15% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PSMT positions and 30 closed out — a net gain of 6 holders — while 96 added to existing stakes and 92 trimmed.

The largest buyer was Black Creek Investment Management, adding an estimated $23.5M. The largest seller was Goldman Sachs, cutting an estimated $6.73M.

  • 266 institutional investors held Pricesmart (PSMT) as of Q3 2024, up from 260 in Q2 2024.
  • Funds reported $2.32B of Pricesmart stock for Q3 2024, up 15% quarter-over-quarter.
  • 36 funds opened new Pricesmart positions in Q3 2024 and 30 closed out, a net change of +6 holders.
  • The largest Pricesmart buyer in Q3 2024 was Black Creek Investment Management, an estimated $23.5M added.
  • The largest Pricesmart seller in Q3 2024 was Goldman Sachs, an estimated $6.73M sold.

Based on aggregated 13F filings for Q3 2024.