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Costco

1,811 hedge funds and large institutions have $90.3B invested in Costco in 2019 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 700 increasing their positions, 707 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,811
Holders Change
+68
Holders Change %
+3.9%
% of All Funds
39.78%
Holding in Top 10
110
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.88%
% of All Funds
2.42%
New
136
Increased
700
Reduced
707
Closed
56
Calls
$1.49B
Puts
$2.17B
Net Calls
-$678M
Net Calls Change
-$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GBBWRPM
1101
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$936K -$8.65K -30 -0.9%
CWA
1102
Clarus Wealth Advisors
Arizona
$936K +$281K +975 +43%
WSTAM
1103
Wilbanks Smith & Thomas Asset Management
Virginia
$932K -$4.61K -16 -0.5%
CC
1104
Cognios Capital
Kansas
$927K -$288 -1 -0%
CFA
1105
Capstone Financial Advisors
Illinois
$923K +$4.61K +16 +0.5%
CMBA
1106
C.M. Bidwell & Associates
Hawaii
$921K -$83K -288 -8%
GVAG
1107
Great Valley Advisor Group
Delaware
$921K +$410K +1,424 +80%
NMC
1108
Nine Masts Capital
Hong Kong
$917K +$917K +3,184 New
NEI
1109
Northwest & Ethical Investments
Ontario, Canada
$915K +$19.6K +68 +2%
CF
1110
Centaurus Financial
California
$914K +$502K +1,742 +122%
AWM
1111
Aries Wealth Management
Maine
$913K -$7.14K -24 -0.8%
NME
1112
Notis-McConarty Edward
$912K
CCMW
1113
Cypress Capital Management (Wyoming)
Wyoming
$912K +$10.4K +36 +1%
WHG
1114
Westwood Holdings Group
Texas
$908K -$308K -1,069 -25%
JWM
1115
JGP Wealth Management
Oregon
$908K +$113K +398 +14%
WIA
1116
Wealthstreet Investment Advisors
Texas
$903K +$25.1K +85 +3%
AT
1117
Arden Trust
Delaware
$902K -$110K -381 -11%
VIA
1118
Vident Investment Advisory
Georgia
$901K -$13.8K -48 -2%
BO
1119
BRR OpCo
Ohio
$901K +$67.7K +235 +8%
ACS
1120
Archford Capital Strategies
Illinois
$898K -$51.3K -178 -5%
UAS
1121
United Asset Strategies
New York
$895K +$4.32K +15 +0.5%
FG
1122
Fiduciary Group
Georgia
$893K -$25.4K -88 -3%
HVIA
1123
Hudson Valley Investment Advisors
New York
$893K +$148K +515 +20%
MCM
1124
Murphy Capital Management
New Jersey
$888K +$14.4K +50 +2%
FHA
1125
Flagship Harbor Advisors
Massachusetts
$887K +$63.7K +221 +8%