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Costco

2,041 hedge funds and large institutions have $87.8B invested in Costco in 2020 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 838 increasing their positions, 806 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+46
Holders Change %
+2.31%
% of All Funds
45.09%
Holding in Top 10
162
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+70.53%
% of All Funds
3.58%
New
182
Increased
838
Reduced
806
Closed
109
Calls
$1.61B
Puts
$2.15B
Net Calls
-$538M
Net Calls Change
+$385M
Name Holding Trade Value Shares
Change
Shares
Change %
DLA
1051
Douglas Lane & Associates
New York
$1.38M +$70.1K +246 +5%
HIM
1052
Hotaling Investment Management
Pennsylvania
$1.38M -$76.1K -267 -5%
WSTAM
1053
Wilbanks Smith & Thomas Asset Management
Virginia
$1.37M +$421K +1,476 +44%
AWA
1054
Arete Wealth Advisors
Illinois
$1.37M -$285K -1,000 -17%
SCG
1055
Sonata Capital Group
Washington
$1.37M +$123K +432 +10%
EWM
1056
Elmwood Wealth Management
California
$1.36M +$170K +902 +14%
SOAMC
1057
Spirit of America Management Corp
New York
$1.36M +$185K +650 +16%
WMC
1058
Westwood Management Corporation
Illinois
$1.35M -$99.8K -350 -7%
SACTSONJ
1059
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.35M +$641K +2,250 +90%
PGWM
1060
Parisi Gray Wealth Management
New Jersey
$1.35M +$250K +876 +23%
UBG
1061
United Bank (Georgia)
Georgia
$1.34M -$420K -1,474 -24%
AAM
1062
Arabesque Asset Management
United Kingdom
$1.34M +$657K +2,305 +97%
DL
1063
DOHJ LLC
Washington
$1.33M +$299K +1,047 +29%
CA
1064
CapWealth Advisors
Tennessee
$1.33M
BWFA
1065
Baltimore-Washington Financial Advisors
Maryland
$1.33M +$1.33M +4,657 New
ACM
1066
Allred Capital Management
Texas
$1.32M -$98.9K -347 -7%
MWM
1067
Mission Wealth Management
California
$1.31M -$182K -639 -12%
BWM
1068
Bernicke Wealth Management
Wisconsin
$1.31M +$12.3K +43 +0.9%
RFA
1069
Reilly Financial Advisors
California
$1.31M +$76.4K +268 +6%
IB
1070
Intrust Bank
Kansas
$1.31M +$294K +1,033 +29%
GC
1071
Garde Capital
Washington
$1.31M +$76.7K +269 +6%
COF
1072
Capital One Financial
Virginia
$1.31M +$1.31M +4,576 New
HFA
1073
HC Financial Advisors
California
$1.3M +$114K +401 +10%
BDS
1074
Banco de Sabadell
Florida
$1.3M -$115K -402 -8%
BSW
1075
Buckingham Strategic Wealth
Missouri
$1.28M -$5.13K -18 -0.4%