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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 %
TSS
601
Two Sigma Securities
New York
$14M +$13.5M +20,518 +2,795%
CFG
602
Citizens Financial Group
Rhode Island
$14M +$320K +485 +2%
CCM
603
Copeland Capital Management
Pennsylvania
$13.9M -$3.02M -4,571 -18%
Nordea Investment Management
604
Nordea Investment Management
Sweden
$13.9M +$85K +129 +0.6%
TIAA Trust, National Association
605
TIAA Trust, National Association
North Carolina
$13.8M -$25.1K -38 -0.2%
NL
606
NWAM LLC
Washington
$13.8M -$118K -179 -0.8%
NIM
607
NEOS Investment Management
Connecticut
$13.8M +$739K +1,119 +6%
RSS
608
Rosenblum Silverman Sutton
California
$13.7M -$620K -940 -4%
BBVA
609
Banco Bilbao Vizcaya Argentaria
Spain
$13.7M -$6.33M -9,595 -32%
PWM
610
Perigon Wealth Management
California
$13.6M +$1.88M +2,847 +16%
Envestnet Portfolio Solutions
611
Envestnet Portfolio Solutions
Illinois
$13.6M -$145K -220 -1%
WF
612
WoodTrust Financial
Wisconsin
$13.6M -$386K -585 -3%
SF
613
Summit Financial
New Jersey
$13.6M +$1.04M +1,541 +8%
VI
614
Vestcor Inc
New Brunswick, Canada
$13.5M -$68K -103 -0.5%
BST
615
Bath Savings Trust
Maine
$13.5M +$582K +882 +5%
ATN
616
AMF Tjänstepension
Sweden
$13.5M +$2.18M +3,300 +19%
CA
617
Clearstead Advisors
Ohio
$13.5M -$14.2M -21,578 -51%
ANBT
618
American National Bank & Trust
Texas
$13.5M +$885K +1,341 +7%
GIP
619
Granite Investment Partners
California
$13.5M -$119K -180 -0.9%
SWM
620
Segment Wealth Management
Texas
$13.4M +$407K +616 +3%
PIM
621
Penobscot Investment Management
Massachusetts
$13.4M +$789K +1,195 +6%
AA
622
Ancora Advisors
Ohio
$13.4M +$179K +271 +1%
MFWM
623
Motley Fool Wealth Management
Virginia
$13.3M -$294K -447 -2%
HIM
624
Harbour Investment Management
Washington
$13.3M -$35.8K -53 -0.3%
CCM
625
Coldstream Capital Management
Washington
$13.2M -$247K -374 -2%