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Costco
COST

Overview Fund Activity

2,340 hedge funds and large institutions have $114B invested in Costco in 2020 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 993 increasing their positions, 784 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
+191
Holders Change %
+8.89%
% of All Funds
41.52%
Holding in Top 10
119
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.3%
% of All Funds
2.11%
New
303
Increased
993
Reduced
784
Closed
83
Calls
$3.15B
Puts
$3.66B
Net Calls
-$515M
Net Calls Change
-$465M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$767M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$279M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$268M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$152M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$146M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$479M
2
KBC Group
KBC Group
Belgium
-$454M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$389M
4
State Street
State Street
Massachusetts
-$345M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOIM
1151
Liberty One Investment Management
Illinois
$1.6M +$63.3K +168 +4%
SC
1152
Samlyn Capital
New York
$1.6M -$1.33M -3,533 -45%
ME
1153
McIlrath & Eck
Washington
$1.59M +$32.4K +86 +2%
EP
1154
Eudaimonia Partners
Tennessee
$1.59M +$78.4K +208 +5%
SHGA
1155
Sand Hill Global Advisors
California
$1.58M +$754 +2 +0%
LB
1156
Leo Brokerage
Texas
$1.58M +$413K +1,097 +35%
MECA
1157
Miller Equity Capital Advisors
Texas
$1.58M +$20.7K +55 +1%
AIIMS
1158
Analyst IMS Investment Management Services
Israel
$1.58M – – –
KF
1159
Krilogy Financial
Missouri
$1.58M +$60.3K +160 +4%
WWM
1160
WT Wealth Management
Arizona
$1.58M +$524K +1,390 +50%
BMC
1161
Beaton Management Company
Massachusetts
$1.58M – – –
GSWM
1162
Golden State Wealth Management
California
$1.58M +$254K +673 +19%
CWP
1163
CFM Wealth Partners
Texas
$1.58M +$538K +1,428 +52%
CT
1164
Columbia Trust
Oregon
$1.58M +$1.58M +4,183 New
MIM
1165
MTM Investment Management
South Carolina
$1.56M +$1.56M +4,150 New
RCA
1166
Resonant Capital Advisors
Wisconsin
$1.56M -$55K -146 -3%
SIG
1167
Sargent Investment Group
Maryland
$1.56M -$330K -876 -18%
SVCP
1168
Silicon Valley Capital Partners
California
$1.55M +$186K +493 +14%
CIAS
1169
Capital Investment Advisory Services
North Carolina
$1.54M +$79.1K +210 +5%
CFP
1170
Curran Financial Partners
South Carolina
$1.54M +$1.54M +4,087 New
GI
1171
GS Investments
Minnesota
$1.53M -$121K -320 -7%
PCAP
1172
Pratt Collard Advisory Partners
New York
$1.53M -$47.1K -125 -3%
AB
1173
Atlas Brown
Kentucky
$1.53M – – –
AF
1174
Allworth Financial
California
$1.53M +$1.51K +4 +0.1%
DF
1175
Donoghue Forlines
Massachusetts
$1.52M +$4.14K +11 +0.3%
45 46
47
48 49