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Costco
COST

Overview Fund Activity

2,340 hedge funds and large institutions have $114B invested in Costco in 2020 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 993 increasing their positions, 784 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
+191
Holders Change %
+8.89%
% of All Funds
41.52%
Holding in Top 10
119
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.3%
% of All Funds
2.11%
New
303
Increased
993
Reduced
784
Closed
83
Calls
$3.15B
Puts
$3.66B
Net Calls
-$515M
Net Calls Change
-$465M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$767M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$279M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$268M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$152M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$146M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$479M
2
KBC Group
KBC Group
Belgium
-$454M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$389M
4
State Street
State Street
Massachusetts
-$345M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
601
Zacks Investment Management
Illinois
$6.83M +$709K +1,881 +12%
WEC
602
Winslow Evans & Crocker
Massachusetts
$6.8M +$501K +1,385 +8%
WTC
603
WhitTier Trust Company
Nevada
$6.78M +$155K +412 +2%
MMA
604
Miracle Mile Advisors
California
$6.74M +$161K +427 +2%
WCWM
605
Willow Creek Wealth Management
California
$6.69M +$4.48M +11,880 +202%
SC
606
Slow Capital
California
$6.67M -$65.6K -174 -1%
VCM
607
Vision Capital Management
Oregon
$6.67M -$180K -477 -3%
GAB
608
German American Bancorp
Indiana
$6.67M +$708K +1,880 +12%
MCWS
609
McKinley Carter Wealth Services
West Virginia
$6.65M -$33.5K -89 -0.5%
GIA
610
GHP Investment Advisors
Colorado
$6.65M +$176K +468 +3%
IA
611
IFP Advisors
Florida
$6.65M +$186K +492 +3%
WB
612
Webster Bank
Connecticut
$6.65M -$97.6K -259 -1%
OSIA
613
O'Shares Investment Advisers
Massachusetts
$6.65M +$632K +1,676 +11%
Jones Financial Companies
614
Jones Financial Companies
Missouri
$6.6M -$190K -504 -3%
Twin Tree Management
615
Twin Tree Management
Texas
$6.6M +$6.6M +17,505 New
DBT
616
Dubuque Bank & Trust
Iowa
$6.5M +$219K +582 +3%
BCM
617
Barometer Capital Management
Ontario, Canada
$6.49M -$7.25M -19,275 -53%
TAF
618
Tredje AP-fonden
Sweden
$6.47M +$4.48M +11,900 +225%
CCC
619
Chelsea Counsel Company
California
$6.46M -$21.9K -58 -0.3%
WAM
620
Wilsey Asset Management
California
$6.45M +$6.45M +17,120 New
BPA
621
Beacon Pointe Advisors
California
$6.39M +$761K +2,018 +14%
CG
622
Colony Group
Massachusetts
$6.39M -$292K -776 -4%
AMCA
623
Arthur M. Cohen & Associates
Illinois
$6.38M -$11.3K -30 -0.2%
SWM
624
SeaCrest Wealth Management
New York
$6.36M +$69.7K +185 +1%
RWM
625
RKL Wealth Management
Pennsylvania
$6.34M -$30.9K -82 -0.5%
23 24
25
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