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Costco

2,041 hedge funds and large institutions have $87.8B invested in Costco in 2020 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 838 increasing their positions, 806 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+46
Holders Change %
+2.31%
% of All Funds
45.09%
Holding in Top 10
162
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+70.53%
% of All Funds
3.58%
New
182
Increased
838
Reduced
806
Closed
109
Calls
$1.61B
Puts
$2.15B
Net Calls
-$538M
Net Calls Change
+$385M
Name Holding Trade Value Shares
Change
Shares
Change %
BCCM
1276
Bridge Creek Capital Management
Massachusetts
$807K -$14.2K -50 -2%
DFA
1277
Delta Financial Advisors
Louisiana
$805K +$229K +804 +40%
JWCA
1278
J.W. Coons Advisors
Ohio
$799K +$799K +2,798 New
AC
1279
Arjuna Capital
North Carolina
$795K -$2.28K -8 -0.3%
MCM
1280
Maryland Capital Management
Maryland
$794K +$191K +669 +32%
VWM
1281
Vigilare Wealth Management
Arizona
$793K +$61.4K +215 +8%
WIA
1282
Wealthstreet Investment Advisors
Texas
$792K
TWM
1283
Triton Wealth Management
Arizona
$790K +$790K +2,573 New
UAS
1284
United Asset Strategies
New York
$788K -$96.1K -337 -11%
ACS
1285
Archford Capital Strategies
Illinois
$787K -$30.5K -107 -4%
WCM
1286
Whitener Capital Management
North Carolina
$785K -$58.4K -205 -7%
HCM
1287
Hodges Capital Management
Texas
$783K -$503K -1,764 -39%
CFG
1288
Cooper Financial Group
California
$781K +$483K +1,695 +162%
APG
1289
Abacus Planning Group
South Carolina
$777K -$5.13K -18 -0.7%
Alkeon Capital Management
1290
Alkeon Capital Management
New York
$776K
TWM
1291
Titus Wealth Management
California
$776K +$172K +605 +29%
SFA
1292
Sequoia Financial Advisors
Ohio
$773K -$4.84K -17 -0.6%
BC
1293
Burney Company
Virginia
$770K +$12.5K +44 +2%
RCAG
1294
Rehmann Capital Advisory Group
Michigan
$769K +$769K +2,764 New
NBG
1295
Nancy B. Gardiner
$767K -$2.85K -10 -0.4%
Verition Fund Management
1296
Verition Fund Management
Connecticut
$766K -$932K -3,272 -55%
SS
1297
Sunbelt Securities
Texas
$765K -$457K -1,604 -37%
EWA
1298
Exencial Wealth Advisors
Oklahoma
$762K +$130K +456 +21%
MFG
1299
MidWestOne Financial Group
Iowa
$760K -$1.43K -5 -0.2%
KIC
1300
Keating Investment Counselors
Florida
$759K -$8.55K -30 -1%