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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 %
OWP
1301
Obermeyer Wealth Partners
Colorado
$438K -$13.2K -50 -3%
EWM
1302
Endurance Wealth Management
Rhode Island
$438K
MS
1303
Marshall & Sullivan
Washington
$437K +$1.32K +5 +0.3%
SWA
1304
Stratos Wealth Advisors
Ohio
$437K +$13.2K +50 +3%
FCM
1305
Fairbanks Capital Management
California
$436K +$231K +873 +113%
HCM
1306
Hutchinson Capital Management
California
$433K -$21.4K -81 -5%
TW
1307
TrinityPoint Wealth
Connecticut
$432K +$432K +1,540 New
LIM
1308
Leavell Investment Management
Alabama
$430K +$132K +500 +44%
WWM
1309
Windsor Wealth Management
Indiana
$426K +$426K +1,617 New
BIA
1310
Bigelow Investment Advisors
Maine
$423K
WC
1311
Westhampton Capital
North Carolina
$423K +$423K +1,600 New
MGIA
1312
Moneta Group Investment Advisors
Missouri
$421K +$793 +3 +0.2%
MWC
1313
MBM Wealth Consultants
Missouri
$420K +$18.1K +68 +4%
CBFP
1314
Cedar Brook Financial Partners
Ohio
$418K +$3.96K +15 +1%
BBA
1315
Braun-Bostich & Associates
Pennsylvania
$415K -$297K -1,124 -42%
CHP
1316
Cable Hill Partners
Oregon
$415K -$13K -49 -3%
BCM
1317
Brookmont Capital Management
Texas
$415K
BST
1318
Bath Savings Trust
Maine
$413K -$7.94K -30 -2%
NA
1319
Nottingham Advisors
New York
$412K -$63.7K -241 -13%
EAM
1320
Evanson Asset Management
California
$412K -$2.38K -9 -0.6%
BFO
1321
Biltmore Family Office
North Carolina
$412K
CL
1322
Choreo LLC
Illinois
$412K +$5.55K +21 +1%
NFG
1323
Nations Financial Group
Iowa
$412K +$8.2K +31 +2%
EWA
1324
Evolution Wealth Advisors
Florida
$410K +$344K +1,303 +521%
CCB
1325
Cutter & Co Brokerage
Missouri
$408K +$31.7K +120 +8%