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Costco

1,701 hedge funds and large institutions have $77B invested in Costco in 2019 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 720 increasing their positions, 569 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,701
Holders Change
+47
Holders Change %
+2.84%
% of All Funds
36.87%
Holding in Top 10
89
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.25%
% of All Funds
1.93%
New
147
Increased
720
Reduced
569
Closed
81
Calls
$1.03B
Puts
$1.26B
Net Calls
-$228M
Net Calls Change
+$399M
Name Holding Trade Value Shares
Change
Shares
Change %
VDI
1226
Vaughan David Investments
Illinois
$479K +$8.24K +34 +2%
LI
1227
Lafayette Investments
Maryland
$478K
CGA
1228
Crescent Grove Advisors
Illinois
$478K
CB
1229
CNB Bank
Pennsylvania
$477K +$44.8K +185 +10%
BCM
1230
Brookstone Capital Management
Illinois
$476K -$198K -816 -29%
MCM
1231
McRae Capital Management
New Jersey
$476K
AIA
1232
Angeles Investment Advisors
California
$476K +$476K +1,965 New
IIC
1233
Integrated Investment Consultants
Michigan
$472K -$121K -499 -20%
ZIC
1234
ZWJ Investment Counsel
Georgia
$471K -$115K -475 -20%
AIM
1235
Assured Investment Management
New York
$470K -$716K -2,961 -60%
PIA
1236
Pinion Investment Advisors
Kansas
$469K +$12.8K +53 +3%
ACP
1237
Aviance Capital Partners
Florida
$468K
MPAM
1238
Murphy Pohlad Asset Management
Minnesota
$467K
DWM
1239
Dakota Wealth Management
Florida
$466K -$737K -3,043 -61%
SWM
1240
Stockman Wealth Management
Montana
$466K -$24.2K -100 -5%
GSBTD
1241
Glenview State Bank Trust Department
Illinois
$463K
AWS
1242
AJ Wealth Strategies
New York
$463K
SSWM
1243
Sheets Smith Wealth Management
North Carolina
$463K +$93.5K +386 +25%
DAM
1244
Doheny Asset Management
California
$463K +$463K +1,914 New
COI
1245
Capital One Investing
Virginia
$462K -$66.2K -273 -13%
CAG
1246
Crestwood Advisors Group
Massachusetts
$461K +$56.1K +232 +14%
DWM
1247
Doyle Wealth Management
Florida
$461K +$212K +859 +85%
WKWM
1248
Walter & Keenan Wealth Management
Indiana
$460K
FMLI
1249
Fukoku Mutual Life Insurance
Japan
$460K
HC
1250
Hendley & Co
Ohio
$458K