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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 %
IWM
1001
IHT Wealth Management
Illinois
$2.3M -$39.6K -105 -2%
MWM
1002
Mission Wealth Management
California
$2.3M +$66.7K +177 +3%
USGIU
1003
U.S. Global Investors (USGI)
Texas
$2.29M +$490K +1,300 +27%
MWM
1004
Meridian Wealth Management
Kentucky
$2.29M +$34.7K +92 +2%
MCCP
1005
Mission Creek Capital Partners
California
$2.29M +$130K +345 +6%
CWM
1006
Calamos Wealth Management
Illinois
$2.28M +$28.3K +75 +1%
NFG
1007
Next Financial Group
Texas
$2.28M -$529K -1,403 -19%
RPC
1008
Rossmore Private Capital
Connecticut
$2.27M +$15.8K +42 +0.7%
RIA
1009
Regal Investment Advisors
Michigan
$2.27M +$2.27M +6,017 New
MFS
1010
Madrona Financial Services
Washington
$2.26M +$221K +587 +11%
ADL
1011
Asset Dedication LLC
California
$2.26M +$161K +426 +8%
MYLI
1012
Meiji Yasuda Life Insurance
Japan
$2.26M -$483K -1,281 -18%
SCA
1013
Snowden Capital Advisors
New York
$2.25M -$1.75M -4,639 -44%
SC
1014
Savant Capital
Illinois
$2.25M -$15.1K -40 -0.7%
CWS
1015
Cypress Wealth Services
California
$2.25M +$2.25M +5,958 New
AI
1016
Atom Investors
Texas
$2.24M -$9.07M -24,080 -80%
HVM
1017
Harvest Volatility Management
Connecticut
$2.23M +$2.23M +5,921 New
FLI
1018
Family Legacy Inc
South Carolina
$2.22M +$66.3K +176 +3%
IPW
1019
Inlet Private Wealth
Florida
$2.22M – – –
KA
1020
Kovack Advisors
Florida
$2.21M +$216K +574 +11%
FIM
1021
Fruth Investment Management
Texas
$2.17M -$75.3K -200 -3%
TWA
1022
TCI Wealth Advisors
Arizona
$2.17M -$925K -2,455 -30%
CCP
1023
Corient Capital Partners
California
$2.16M -$1.64M -4,360 -43%
GAMC
1024
Garner Asset Management Corp
Texas
$2.16M +$90.1K +239 +4%
SRAM
1025
Spouting Rock Asset Management
Pennsylvania
$2.16M +$767K +2,035 +55%
39 40
41
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