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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 %
FIM
1176
Freedom Investment Management
Connecticut
$606K -$16.7K -63 -3%
IDBONY
1177
Israel Discount Bank of New York
New York
$602K +$21.4K +81 +4%
CWA
1178
Clarus Wealth Advisors
Arizona
$601K +$48.9K +185 +9%
ODG
1179
O'Dell Group
Ohio
$601K +$234K +886 +64%
MSWMA
1180
Market Street Wealth Management Advisors
Indiana
$601K +$601K +2,150 New
QCG
1181
Quadrant Capital Group
Ohio
$595K +$147K +570 +33%
GEA
1182
Glen Eagle Advisors
New Jersey
$594K +$7.93K +30 +1%
ME
1183
McIlrath & Eck
Washington
$593K
AIP
1184
Almanack Investment Partners
Pennsylvania
$593K +$111K +421 +23%
AI
1185
Accredited Investors
Minnesota
$592K -$42.1K -159 -7%
SIG
1186
Sargent Investment Group
Maryland
$592K +$11.4K +43 +2%
KP
1187
Keel Point
Alabama
$591K +$793 +3 +0.1%
MC
1188
Montag & Caldwell
Georgia
$590K -$151K -572 -20%
TL
1189
TrueWealth LLC
Georgia
$586K
PHAM
1190
Palisades Hudson Asset Management
Florida
$585K
VDFA
1191
Vickerman & Driscoll Financial Advisors
Washington
$585K
GWS
1192
Glassman Wealth Services
Virginia
$584K +$1.32K +5 +0.2%
IIM
1193
Intact Investment Management
Quebec, Canada
$581K -$211K -800 -27%
FNBOH
1194
First National Bank of Hutchinson
Kansas
$578K +$1.4K +5 +0.2%
DFA
1195
Delta Financial Advisors
Louisiana
$575K +$575K +2,177 New
TIM
1196
Tortoise Investment Management
New York
$574K
CCA
1197
Cobblestone Capital Advisors
New York
$573K
VAG
1198
VisionPoint Advisory Group
Texas
$573K +$83.2K +315 +17%
SRSA
1199
S.R. Schill & Associates
Washington
$572K +$10.6K +40 +2%
OFS
1200
OneAscent Financial Services
Alabama
$568K +$568K +2,150 New