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Costco

1,743 hedge funds and large institutions have $83.9B invested in Costco in 2019 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 688 increasing their positions, 632 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,743
Holders Change
+42
Holders Change %
+2.47%
% of All Funds
37.92%
Holding in Top 10
91
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.25%
% of All Funds
1.98%
New
131
Increased
688
Reduced
632
Closed
68
Calls
$961M
Puts
$1.59B
Net Calls
-$633M
Net Calls Change
-$405M
Name Holding Trade Value Shares
Change
Shares
Change %
CHA
1126
Carmichael Hill & Associates
Maryland
$695K +$11.6K +44 +2%
SFFS
1127
Stonehage Fleming Financial Services
Jersey
$690K -$529K -2,000 -43%
SFA
1128
Sequoia Financial Advisors
Ohio
$688K +$110K +418 +19%
SWA
1129
SFMG Wealth Advisors
Texas
$686K +$281 +1 +0%
KFP
1130
KMG Fiduciary Partners
Ohio
$684K
LFAS
1131
Level Four Advisory Services
Texas
$683K -$58.7K -222 -8%
HVIA
1132
Hudson Valley Investment Advisors
New York
$683K +$317K +1,197 +86%
PFA
1133
Pettinga Financial Advisors
Indiana
$682K +$1.59K +6 +0.2%
NB
1134
NBT Bank
New York
$680K -$11.4K -43 -2%
YWP
1135
YorkBridge Wealth Partners
New York
$680K -$4.76K -18 -0.7%
BDF
1136
Balasa Dinverno & Foltz
$675K -$55.5K -210 -8%
IAMOG
1137
Investors Asset Management of Georgia
Georgia
$674K
TCOT
1138
Trust Company of Toledo
Ohio
$674K +$33K +125 +5%
MSFP
1139
Mark Sheptoff Financial Planning
Connecticut
$670K
HPWM
1140
Highland Private Wealth Management
Washington
$668K -$4.49K -17 -0.7%
FUBT
1141
First United Bank & Trust
Maryland
$667K -$13.2K -50 -2%
VCP
1142
Vista Capital Partners
Oregon
$667K +$1.06K +4 +0.2%
LNB
1143
Ledyard National Bank
$666K +$1.85K +7 +0.3%
SBA
1144
Secrest Blakey & Associates
North Carolina
$665K +$34.1K +129 +5%
EIP
1145
Ellis Investment Partners
Pennsylvania
$664K +$527 +2 +0.1%
SFG
1146
SNS Financial Group
Minnesota
$663K -$2.64K -10 -0.4%
LWA
1147
Lenox Wealth Advisors
New York
$661K
Cetera Investment Advisers
1148
Cetera Investment Advisers
Illinois
$661K +$64K +241 +11%
SACTSONJ
1149
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$661K +$661K +2,500 New
RCG
1150
Ruane, Cunniff & Goldfarb
New York
$655K -$114K -432 -15%