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Costco

2,041 hedge funds and large institutions have $87.8B invested in Costco in 2020 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 838 increasing their positions, 806 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+46
Holders Change %
+2.31%
% of All Funds
45.09%
Holding in Top 10
162
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+70.53%
% of All Funds
3.58%
New
182
Increased
838
Reduced
806
Closed
109
Calls
$1.61B
Puts
$2.15B
Net Calls
-$538M
Net Calls Change
+$385M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
501
Lyell Wealth Management
California
$6.65M +$294K +1,030 +5%
JSA
502
Jacobson & Schmitt Advisors
Wisconsin
$6.62M -$531K -1,861 -7%
CCMINC
503
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.57M -$527K -1,850 -7%
NMIMC
504
Northwestern Mutual Investment Management Company
Wisconsin
$6.56M +$1.67M +5,852 +34%
SI
505
Stephens Inc
Arkansas
$6.55M -$1.94M -6,805 -23%
M
506
MOTCO
Texas
$6.53M -$25.1K -88 -0.4%
PCM
507
Palisade Capital Management
New Jersey
$6.5M +$2.73M +9,562 +72%
AP
508
Advisor Partners
California
$6.46M +$1.6M +5,600 +33%
CBT
509
Central Bank & Trust
Kentucky
$6.45M -$598K -2,097 -8%
HIM
510
Harbour Investment Management
Washington
$6.45M -$4.28K -15 -0.1%
TAM
511
Tocqueville Asset Management
New York
$6.43M +$5.97M +20,924 +1,281%
CIS
512
Capital International Sarl
California
$6.42M +$1.51M +5,292 +31%
HAG
513
HighPoint Advisor Group
Illinois
$6.33M +$184K +594 +3%
WP
514
WealthPLAN Partners
Nebraska
$6.32M +$893K +2,980 +16%
GH
515
GAM Holding
Switzerland
$6.31M -$960K -3,366 -13%
Mercer Global Advisors
516
Mercer Global Advisors
Colorado
$6.29M -$14K -49 -0.2%
CAN
517
Cetera Advisor Networks
California
$6.24M +$226K +791 +4%
TSS
518
Thomas Story & Son
Indiana
$6.21M
PNC
519
Park National Corp
Ohio
$6.2M +$528K +1,851 +9%
Daiwa Securities Group
520
Daiwa Securities Group
Japan
$6.18M +$464K +1,628 +8%
WAM
521
World Asset Management
Michigan
$6.18M -$3.95M -13,865 -39%
DCM
522
Decatur Capital Management
Georgia
$6.17M -$1.58M -5,524 -20%
MIG
523
McGuire Investment Group
Rhode Island
$6.16M -$155K -543 -2%
Jones Financial Companies
524
Jones Financial Companies
Missouri
$6.15M -$839K -2,944 -12%
BFPW
525
BOK Financial Private Wealth
Colorado
$6.13M -$2.75M -9,627 -31%