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Costco

2,918 hedge funds and large institutions have $149B invested in Costco in 2023 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 1,246 increasing their positions, 1,077 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,918
Holders Change
+2
Holders Change %
+0.07%
% of All Funds
46.7%
Holding in Top 10
203
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+12.15%
% of All Funds
3.25%
New
193
Increased
1,246
Reduced
1,077
Closed
129
Calls
$3.15B
Puts
$4.02B
Net Calls
-$870M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
551
Bragg Financial Advisors
North Carolina
$11.2M -$30.3K -61 -0.3%
AIMC
552
Alley Investment Management Company
Illinois
$11.1M +$124K +250 +1%
MBTD
553
Mechanics Bank - Trust Department
California
$11.1M -$236K -475 -2%
GLA
554
Great Lakes Advisors
Illinois
$11.1M -$5.74M -11,550 -34%
CT
555
Cambridge Trust
Massachusetts
$11M +$167K +337 +2%
NWM
556
Nicola Wealth Management
British Columbia, Canada
$10.8M
VI
557
Vestcor Inc
New Brunswick, Canada
$10.8M -$9.24M -18,598 -46%
AssetMark Inc
558
AssetMark Inc
California
$10.8M -$951K -1,914 -8%
NIG
559
NFJ Investment Group
Texas
$10.7M +$5.58M +11,232 +110%
SSB
560
Sandy Spring Bank
Maryland
$10.7M +$218K +439 +2%
AIP
561
Ameritas Investment Partners
Nebraska
$10.6M -$16.4K -33 -0.2%
CFG
562
Citizens Financial Group
Rhode Island
$10.6M -$119K -239 -1%
NG
563
Northstar Group
New York
$10.5M -$497 -1 -0%
CCMINC
564
Cardinal Capital Management Inc (North Carolina)
North Carolina
$10.5M -$134K -269 -1%
WF
565
WoodTrust Financial
Wisconsin
$10.5M +$106K +213 +1%
CA
566
Cullinan Associates
Kentucky
$10.5M +$2.59M +5,211 +33%
NSAM
567
North Star Asset Management
Wisconsin
$10.5M +$178K +359 +2%
GI
568
Gradient Investments
Minnesota
$10.5M +$2.35M +4,728 +29%
VRS
569
Virginia Retirement Systems
Virginia
$10.5M -$49.3M -99,203 -82%
ATC
570
Argent Trust Co
Tennessee
$10.5M +$468K +941 +5%
PWP
571
Perfromance Wealth Partners
Illinois
$10.5M +$321K +647 +3%
AA
572
Ancora Advisors
Ohio
$10.4M -$472K -950 -4%
TF
573
TIAA FSB
Florida
$10.4M -$821K -1,652 -7%
Two Sigma Investments
574
Two Sigma Investments
New York
$10.4M +$10.4M +20,848 New
CAM
575
Cozad Asset Management
Illinois
$10.3M +$510K +1,027 +5%