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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 %
HVM
676
Harvest Volatility Management
Connecticut
$7.83M -$1.35M -2,751 -15%
First Manhattan
677
First Manhattan
New York
$7.78M -$1.07M -2,156 -12%
MCM
678
Mattern Capital Management
Colorado
$7.77M +$179K +360 +2%
SCA
679
Snowden Capital Advisors
New York
$7.75M -$1.97M -3,971 -20%
SIC
680
Sigma Investment Counselors
Michigan
$7.71M -$205K -413 -3%
FMII
681
Farmers & Merchants Investments Inc
Nebraska
$7.69M -$2.48K -5 -0%
BFG
682
Berger Financial Group
Minnesota
$7.63M
AF
683
Allworth Financial
California
$7.62M +$533K +1,072 +8%
WC
684
Whitney & Co
New York
$7.6M +$111K +223 +1%
TI
685
Tidal Investments
Wisconsin
$7.6M -$37.3K -75 -0.5%
GIM
686
Goelzer Investment Management
Indiana
$7.59M -$230K -462 -3%
NEI
687
Northwest & Ethical Investments
Ontario, Canada
$7.59M +$646K +1,301 +9%
TCOK
688
Trust Company of Kansas
Kansas
$7.56M -$126K -253 -2%
BJL
689
Brighton Jones LLC
Washington
$7.5M -$1.21M -2,432 -14%
ORI
690
Oak Ridge Investments
Illinois
$7.48M -$75K -151 -1%
AAF
691
Andra AP-fonden
Sweden
$7.45M +$2.38M +4,800 +47%
SC
692
Shellback Capital
Massachusetts
$7.45M +$7.45M +15,000 New
AMCA
693
Arthur M. Cohen & Associates
Illinois
$7.45M -$375K -755 -5%
CPA
694
Capital Planning Advisors
California
$7.42M -$43.7K -88 -0.6%
RWM
695
Ritholtz Wealth Management
New York
$7.38M +$3.88M +7,806 +111%
BCM
696
Brookstone Capital Management
Illinois
$7.37M +$1.55M +3,138 +27%
LMKC
697
L.M. Kohn & Company
Ohio
$7.37M
RI
698
Redwood Investments
Massachusetts
$7.37M +$168K +339 +2%
RWM
699
RKL Wealth Management
Pennsylvania
$7.37M -$197K -397 -3%
HFM
700
Hartford Financial Management
Connecticut
$7.35M -$2.98K -6 -0%