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Costco

1,995 hedge funds and large institutions have $91.1B invested in Costco in 2019 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 789 increasing their positions, 646 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+184
Holders Change %
+10.16%
% of All Funds
39.4%
Holding in Top 10
95
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-13.64%
% of All Funds
1.88%
New
274
Increased
789
Reduced
646
Closed
61
Calls
$1.44B
Puts
$2.36B
Net Calls
-$923M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
1151
Shikiar Asset Management
New York
$985K
HCM
1152
Horan Capital Management
Maryland
$984K -$4.12K -14 -0.4%
WP
1153
WealthSource Partners
California
$983K -$29.7K -101 -3%
WSTAM
1154
Wilbanks Smith & Thomas Asset Management
Virginia
$983K +$31.7K +108 +3%
RT
1155
Rockland Trust
Massachusetts
$975K -$24.4K -83 -2%
CCMG
1156
Clark Capital Management Group
Pennsylvania
$972K -$14.7K -50 -1%
SIAG
1157
Signet Investment Advisory Group
Rhode Island
$966K -$11.7K -40 -1%
MFW
1158
Meristem Family Wealth
Minnesota
$966K +$7.05K +24 +0.7%
AB
1159
Atlas Brown
Kentucky
$965K +$588 +2 +0.1%
LCM
1160
Logan Capital Management
Pennsylvania
$964K -$2.06K -7 -0.2%
CF
1161
Centaurus Financial
California
$961K +$27.9K +95 +3%
OIA
1162
OneDigital Investment Advisors
Kansas
$961K +$69.4K +236 +8%
ZCI
1163
Zevenbergen Capital Investments
Washington
$960K +$64.7K +220 +7%
GBBWRPM
1164
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$956K +$1.76K +6 +0.2%
MHIC
1165
Marble Harbor Investment Counsel
Massachusetts
$954K -$129K -440 -12%
LFAS
1166
Level Four Advisory Services
Texas
$950K +$178K +605 +23%
CCFM
1167
Clear Creek Financial Management
Washington
$949K +$224K +752 +31%
NEI
1168
Northwest & Ethical Investments
Ontario, Canada
$948K +$14.4K +49 +2%
CIA
1169
Capital Investment Advisors
Georgia
$947K +$68.5K +233 +8%
CC
1170
Cognios Capital
Kansas
$946K
CFA
1171
Carroll Financial Associates
North Carolina
$946K +$63.5K +216 +7%
FIM
1172
Freedom Investment Management
Connecticut
$943K -$147K -500 -13%
CFA
1173
Capstone Financial Advisors
Illinois
$942K
JWM
1174
JGP Wealth Management
Oregon
$942K +$12.5K +43 +1%
ST
1175
Spinnaker Trust
Maine
$941K +$51.1K +174 +6%