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Costco

1,995 hedge funds and large institutions have $91.1B invested in Costco in 2019 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 789 increasing their positions, 646 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+184
Holders Change %
+10.16%
% of All Funds
39.4%
Holding in Top 10
95
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-13.64%
% of All Funds
1.88%
New
274
Increased
789
Reduced
646
Closed
61
Calls
$1.44B
Puts
$2.36B
Net Calls
-$923M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Shares
Change %
NG
551
Northstar Group
New York
$5.72M +$13.5K +46 +0.2%
WP
552
WealthPLAN Partners
Nebraska
$5.7M +$130K +414 +2%
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$5.69M
AWM
554
AE Wealth Management
Kansas
$5.68M +$1.68M +5,720 +42%
SAIG
555
Semper Augustus Investments Group
Colorado
$5.68M -$88.2K -300 -2%
UR
556
USCA RIA
Texas
$5.64M +$584K +1,988 +12%
BFA
557
Bragg Financial Advisors
North Carolina
$5.63M +$75.8K +258 +1%
UFF
558
USA Financial Formulas
Michigan
$5.62M +$2.38M +8,107 +74%
LIA
559
LS Investment Advisors
Michigan
$5.61M +$592K +2,013 +12%
BAM
560
Blueshift Asset Management
New Jersey
$5.61M +$1.86M +6,322 +50%
SW
561
SteelPeak Wealth
California
$5.6M +$5.6M +19,040 New
FFWA
562
FRG Family Wealth Advisors
Washington
$5.59M -$123K -417 -2%
PI
563
PEAK6 Investments
Illinois
$5.56M +$5.56M +18,919 New
ASN
564
Advisory Services Network
Georgia
$5.56M -$135K -461 -2%
PAG
565
Private Advisory Group
Washington
$5.56M +$1.06M +3,601 +24%
FMTC
566
Farmers & Merchants Trust Company
California
$5.55M +$3.82K +13 +0.1%
MAM
567
Meeder Asset Management
Ohio
$5.55M +$190K +648 +4%
PIM
568
Progressive Investment Management
Oregon
$5.54M +$68.8K +234 +1%
WS
569
Wedbush Securities
California
$5.53M +$420K +1,428 +8%
PFP
570
Pinnacle Financial Partners
Tennessee
$5.52M +$486K +1,652 +10%
HFM
571
Hartford Financial Management
Connecticut
$5.46M -$275K -935 -5%
BIC
572
Beach Investment Counsel
Pennsylvania
$5.43M -$416K -1,414 -7%
ATC
573
Argent Trust Co
Tennessee
$5.42M +$12.3K +42 +0.2%
V
574
Veritable
Delaware
$5.42M +$72.6K +247 +1%
BIM
575
Bridges Investment Management
Nebraska
$5.41M -$653K -2,220 -11%