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Costco

3,312 hedge funds and large institutions have $207B invested in Costco in 2023 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,327 increasing their positions, 1,208 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,312
Holders Change
+261
Holders Change %
+8.55%
% of All Funds
48.56%
Holding in Top 10
286
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+15.79%
% of All Funds
4.19%
New
400
Increased
1,327
Reduced
1,208
Closed
83
Calls
$5.96B
Puts
$8.1B
Net Calls
-$2.14B
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Shares
Change %
TC
526
TownSquare Capital
Utah
$17.4M +$1.24M +1,873 +8%
CAM
527
ClariVest Asset Management
California
$17.3M -$2.97M -4,500 -15%
CGH
528
Crossmark Global Holdings
Texas
$17.3M -$269K -408 -2%
AWM
529
Apollon Wealth Management
South Carolina
$17.3M +$4M +6,058 +30%
LA
530
LBP AM
France
$17.1M -$1.79M -2,707 -9%
CIS
531
Connors Investor Services
Pennsylvania
$17.1M +$125K +190 +0.7%
AAM
532
Ardevora Asset Management
United Kingdom
$17M -$19.6M -29,623 -53%
CF
533
Clarity Financial
Texas
$17M -$1.03M -1,567 -6%
BCM
534
Becker Capital Management
Oregon
$17M -$197K -292 -1%
PWP
535
Perfromance Wealth Partners
Illinois
$17M +$1.26M +1,908 +8%
MCM
536
Mengis Capital Management
Oregon
$17M -$129K -196 -0.8%
BONST
537
Bank of Nova Scotia Trust
Ontario, Canada
$16.9M -$150K -227 -0.9%
BBA
538
BLB&B Advisors
Pennsylvania
$16.8M -$548K -830 -3%
FMC
539
First Merchants Corp
Indiana
$16.8M -$439K -665 -3%
ELI
540
Empire Life Investments
Ontario, Canada
$16.8M +$8.04M +12,182 +92%
B
541
Bellecapital
Switzerland
$16.7M +$683K +1,035 +4%
OGC
542
Oak Grove Capital
New Hampshire
$16.7M -$205K -310 -1%
WSTAM
543
Wilbanks Smith & Thomas Asset Management
Virginia
$16.7M +$41.6K +63 +0.3%
BCM
544
Brasada Capital Management
Texas
$16.6M +$102K +155 +0.6%
DBG
545
De Burlo Group
Massachusetts
$16.5M
PAG
546
Private Advisory Group
Washington
$16.5M +$3.53M +5,346 +27%
ONB
547
Old National Bancorp
Indiana
$16.5M +$461K +698 +3%
FNBOO
548
First National Bank of Omaha
Nebraska
$16.3M -$1.62M -2,459 -9%
RIG
549
Renaissance Investment Group
Massachusetts
$16.3M +$13.2K +20 +0.1%
NAMM
550
NorthStar Asset Management (Massachusetts)
Massachusetts
$16.2M -$106K -160 -0.6%