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Costco

1,811 hedge funds and large institutions have $90.3B invested in Costco in 2019 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 700 increasing their positions, 707 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,811
Holders Change
+68
Holders Change %
+3.9%
% of All Funds
39.78%
Holding in Top 10
110
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.88%
% of All Funds
2.42%
New
136
Increased
700
Reduced
707
Closed
56
Calls
$1.49B
Puts
$2.17B
Net Calls
-$678M
Net Calls Change
-$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
1301
Claraphi Advisory Network
United States
$543K +$47.1K +164 +10%
ZIC
1302
ZWJ Investment Counsel
Georgia
$541K -$10.4K -36 -2%
HC
1303
Hourglass Capital
Texas
$539K
DWM
1304
Doyle Wealth Management
Florida
$539K +$288 +1 +0.1%
QIM
1305
Quest Investment Management
Oregon
$537K
NAMP
1306
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$536K +$28.8K +100 +6%
SSWM
1307
Sheets Smith Wealth Management
North Carolina
$533K -$17.6K -61 -3%
SG
1308
StoneX Group
New York
$531K +$136K +471 +34%
ST
1309
Smithfield Trust
Pennsylvania
$530K -$11.2K -39 -2%
KMWM
1310
Keudell/Morrison Wealth Management
Oregon
$529K -$34.3K -119 -6%
KJHP
1311
K.J. Harrison & Partners
Ontario, Canada
$529K
CFIA
1312
Cantor Fitzgerald Investment Advisors
New York
$529K
FIG
1313
FundX Investment Group
California
$528K
FHA
1314
First Horizon Advisors
Tennessee
$527K -$21.8K -76 -4%
ONST
1315
Old North State Trust
North Carolina
$527K +$17.9K +62 +4%
FI
1316
Financial Insights
Washington
$523K
PAM
1317
Peak Asset Management
Colorado
$523K
TFS
1318
TrustCore Financial Services
Tennessee
$522K -$50.4K -175 -9%
CB
1319
CNB Bank
Pennsylvania
$521K -$10.4K -36 -2%
HIIFS
1320
Harel Insurance Investments & Financial Services
Israel
$521K +$511K +1,772 +4,922%
AFP
1321
Ausdal Financial Partners
Iowa
$520K -$3.46K -12 -0.7%
AAM
1322
American Asset Management
Florida
$517K +$28.8K +100 +6%
CGA
1323
Crescent Grove Advisors
Illinois
$510K -$49.8K -173 -9%
CPSAC
1324
Chas P. Smith & Associates (CPS)
Florida
$510K
BST
1325
Bath Savings Trust
Maine
$508K +$57.7K +200 +13%