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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 %
CMO
1226
Covenant Multifamily Offices
Texas
$829K +$351K +1,852 +73%
JIC
1227
Joel Isaacson & Co
New York
$826K -$294 -1 -0%
IDBONY
1228
Israel Discount Bank of New York
New York
$824K +$59.3K +202 +8%
LNB
1229
Ledyard National Bank
$824K +$82.3K +280 +11%
KTC
1230
Kistler-Tiffany Companies
Pennsylvania
$823K -$29.1K -99 -3%
AC
1231
Arjuna Capital
North Carolina
$823K -$294 -1 -0%
RDWM
1232
Red Door Wealth Management
Tennessee
$822K +$822K +2,745 New
TCOT
1233
Trust Company of Toledo
Ohio
$818K +$9.98K +34 +1%
WIA
1234
Wealthstreet Investment Advisors
Texas
$817K -$80.9K -275 -9%
QCG
1235
Quadrant Capital Group
Ohio
$815K +$139K +488 +21%
GSBTD
1236
Glenview State Bank Trust Department
Illinois
$808K +$58.8K +200 +8%
APG
1237
Abacus Planning Group
South Carolina
$806K -$1.18K -4 -0.1%
WIM
1238
Wittenberg Investment Management
Massachusetts
$803K -$29.4K -100 -4%
AT
1239
Arden Trust
Delaware
$802K -$118K -402 -13%
SFA
1240
Sequoia Financial Advisors
Ohio
$802K +$103K +351 +15%
Alkeon Capital Management
1241
Alkeon Capital Management
New York
$800K
NBG
1242
Nancy B. Gardiner
$794K
KIC
1243
Keating Investment Counselors
Florida
$792K
RIG
1244
Roosevelt Investment Group
New York
$788K -$94.1K -320 -11%
IAN
1245
Integrated Advisors Network
Texas
$788K +$788K +2,680 New
MFG
1246
MidWestOne Financial Group
Iowa
$785K -$62.3K -212 -7%
BC
1247
Burney Company
Virginia
$781K +$315K +1,071 +68%
OFS
1248
OneAscent Financial Services
Alabama
$781K +$781K +2,659 New
OSAM
1249
O'Shaughnessy Asset Management
Connecticut
$780K +$310K +1,055 +66%
KFP
1250
KMG Fiduciary Partners
Ohio
$776K