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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 %
SWA
851
Stratos Wealth Advisors
Ohio
$3.4M +$354K +939 +12%
IFWM
852
Institute for Wealth Management
Colorado
$3.4M +$17K +45 +0.5%
BWM
853
Buckley Wealth Management
Nevada
$3.39M -$37.7K -100 -1%
GWM
854
Graybill Wealth Management
Illinois
$3.38M -$18.1K -48 -0.5%
CIG
855
Cairn Investment Group
Washington
$3.36M -$86.7K -230 -3%
NF
856
Nikulski Financial
Iowa
$3.36M +$136K +361 +4%
BFC
857
Blue Fin Capital
Rhode Island
$3.36M +$503K +1,336 +18%
ECM
858
Everence Capital Management
Indiana
$3.35M -$30.1K -80 -0.9%
SEEDPG
859
S.E.E.D. Planning Group
New York
$3.35M +$2.87M +7,626 +609%
PWM
860
Perigon Wealth Management
California
$3.34M -$148K -393 -4%
ACA
861
Aptus Capital Advisors
Alabama
$3.33M +$427K +1,133 +15%
MF
862
Manchester Financial
California
$3.32M -$122K -325 -4%
CIA
863
Capital Investment Advisors
Georgia
$3.31M +$382K +1,015 +13%
WA1
864
Wimmer Associates 1
California
$3.3M -$247K -655 -7%
ANTB
865
AMG National Trust Bank
Colorado
$3.29M +$90.4K +240 +3%
PI
866
PineBridge Investments
New York
$3.29M +$685K +1,819 +26%
IWC
867
Integrated Wealth Concepts
Massachusetts
$3.26M +$332K +880 +11%
HH
868
HWG Holdings
Texas
$3.26M +$588K +1,561 +22%
UTC
869
Unified Trust Company
Kentucky
$3.25M +$192K +542 +6%
AWM
870
Altium Wealth Management
New York
$3.24M +$114K +303 +4%
ACI
871
Alpha Cubed Investments
California
$3.23M +$497K +1,318 +18%
DAM
872
Diamant Asset Management
Connecticut
$3.22M -$164K -435 -5%
ECM
873
Evergreen Capital Management
Washington
$3.2M -$68.2K -181 -2%
MFS
874
Monetta Financial Services
Illinois
$3.2M – – –
SDWIA
875
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.2M -$1.88K -5 -0.1%
33 34
35
36 37