Costco
COST
3,337 hedge funds and large institutions have $207B invested in Costco in 2023 Q4 according to their latest regulatory filings, with 405 funds opening new positions, 1,335 increasing their positions, 1,215 reducing their positions, and 83 closing their positions.
388% more first-time investments, than exits
New positions opened: 405 | Existing positions closed: 83
22% more capital invested
Capital invested by funds: $170B → $207B (+$36.8B)
16% more funds holding in top 10
Funds holding in top 10: 248 → 287 (+39)
9% more funds holding
Funds holding: 3,071 → 3,337 (+266)
2.64% more ownership
Funds ownership: 67.86% → 70.5% (+2.6%)
10% more repeat investments, than reductions
Existing positions increased: 1,335 | Existing positions reduced: 1,215
26% less call options, than puts
Call options by funds: $5.96B | Put options by funds: $8.1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.26B |
| 2 |
JP Morgan Chase
New York
|
+$455M |
| 3 |
Goldman Sachs
New York
|
+$436M |
| 4 |
BlackRock
New York
|
+$353M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$328M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Amundi
Paris,
France
|
-$635M |
| 2 |
Parnassus Investments
San Francisco,
California
|
-$299M |
| 3 |
Millennium Management
New York
|
-$155M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$153M |
| 5 |
Bank of New York Mellon
New York
|
-$143M |
COST Hedge Fund Activity: Q4 2023 in Review
3,337 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q4 2023, worth a combined $207B — up 22% from $170B a quarter earlier.
Buyers outnumbered sellers: 405 funds opened new COST positions and 83 closed out — a net gain of 322 holders — while 1,335 added to existing stakes and 1,215 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.26B. The largest seller was Amundi, cutting an estimated $635M.
- 3,337 institutional investors held Costco (COST) as of Q4 2023, up from 3,071 in Q3 2023.
- Funds reported $207B of Costco stock for Q4 2023, up 22% quarter-over-quarter.
- 405 funds opened new Costco positions in Q4 2023 and 83 closed out, a net change of +322 holders.
- The largest Costco buyer in Q4 2023 was Morgan Stanley, an estimated $5.26B added.
- The largest Costco seller in Q4 2023 was Amundi, an estimated $635M sold.
Based on aggregated 13F filings for Q4 2023.