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Costco
COST

Overview Fund Activity

2,761 hedge funds and large institutions have $142B invested in Costco in 2022 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 1,135 increasing their positions, 1,135 reducing their positions, and 171 closing their positions.

Holders
2,761
Holders Change
-80
Holders Change %
-2.82%
% of All Funds
46.69%
Holding in Top 10
231
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-14.76%
% of All Funds
3.91%
New
129
Increased
1,135
Reduced
1,135
Closed
171
Calls
$3.2B
Puts
$3.86B
Net Calls
-$662M
Net Calls Change
+$580M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.37B
2
PIF
2
Public Investment Fund
Saudi Arabia
$497M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$435M
4
Winslow Capital Management
4
Winslow Capital Management
Minnesota
$510M
5
Bank of America
5
Bank of America
North Carolina
$4.02B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.53B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$507M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$256M
4
Barclays
4
Barclays
United Kingdom
$319M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$357M
Name Market Value Shares Shares
Change 		Shares
Change %
MBFW
2726
Morton Brown Family Wealth
Pennsylvania
$12K 25 +10 +67%
SCA
2727
Stuart Chaussee & Associates
California
$12K 24 +24 New
CMANY
2728
Capital Management Associates (New York)
New York
$11K 25 – –
FWM
2729
Focused Wealth Management
New York
$11K 24 – –
OIS
2730
Okabena Investment Services
Minnesota
$10K 21 – –
BI
2731
Bramshill Investments
Florida
$10K 19 +19 New
MGIM
2732
M&G Investment Management
United Kingdom
$8.35K 17,440 +16,321 +1,459%
CM
2733
Cornerstone Management
Georgia
$8.15K 17 +8 +89%
BWS
2734
BCR Wealth Strategies
Alabama
$8K 16 – –
TWP
2735
TFO Wealth Partners
Ohio
$8K 16 +16 New
FWA
2736
FSC Wealth Advisors
New York
$8K 17 +17 New
NF
2737
Norwood Financial
Pennsylvania
$7K 15 – –
LPWM
2738
Lake Point Wealth Management
Texas
$7K 15 – –
MCA
2739
Maryland Capital Advisors
Maryland
$6K 12 +12 New
BIM
2740
Baldwin Investment Management
Pennsylvania
$5.1K 10,637 -27 -0.3%
SFA
2741
Semmax Financial Advisors
North Carolina
$5K 10 – –
JMF
2742
Johnson Midwest Financial
Iowa
$5K 10 – –
LIM
2743
Longfellow Investment Management
Massachusetts
$5K 9 – –
CP
2744
Castleview Partners
Texas
$4.83K 80 -95 -54%
TJHA
2745
Thomas J. Herzfeld Advisors
Florida
$4K 9 – –
WWP
2746
WR Wealth Planners
Missouri
$3.98K 8 – –
IAIM
2747
International Assets Investment Management
Florida
$3.56K 7,420 +682 +10%
BPC
2748
Banque Pictet & Cie
Switzerland
$3.14K 6,558 +2,625 +67%
MFT
2749
Moisand Fitzgerald Tamayo
Florida
$3K 6 -4 -40%
PI
2750
PEAK6 Investments
Illinois
$2.95K 7 -4,418 -100%
108 109
110
111 112