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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 %
HC
1326
Hendley & Co
Ohio
$636K
MSWMA
1327
Market Street Wealth Management Advisors
Indiana
$632K
VCP
1328
Verus Capital Partners
Arizona
$626K +$626K +2,131 New
FNC
1329
First National Corp
Massachusetts
$624K +$294 +1 +0%
GAM
1330
GQ Asset Management
New York
$623K +$623K +2,119 New
MCM
1331
Maryland Capital Management
Maryland
$622K +$23.5K +80 +4%
TWM
1332
Titus Wealth Management
California
$622K +$30.6K +104 +5%
CP
1333
Covenant Partners
Tennessee
$621K
AFC
1334
AFT Forsyth & Company
Florida
$619K +$42.6K +145 +7%
BCM
1335
Birmingham Capital Management
Alabama
$617K
WKWM
1336
Walter & Keenan Wealth Management
Indiana
$617K +$58.8K +200 +11%
NIA
1337
Northstar Investment Advisors
Colorado
$615K
FSA
1338
Fort Sheridan Advisors
Illinois
$615K
HPC
1339
HM Payson & Co
Maine
$615K +$35K +119 +6%
TI
1340
tru Independence
Oregon
$614K +$614K +2,155 New
DAM
1341
Delta Asset Management
Tennessee
$612K +$2.94K +10 +0.5%
TL
1342
TrueWealth LLC
Georgia
$611K -$10.6K -36 -2%
WANY
1343
Wealthspire Advisors (New York)
New York
$611K +$128K +435 +26%
SG
1344
StoneX Group
New York
$610K +$68.8K +234 +13%
TIM
1345
Tortoise Investment Management
New York
$609K
PBO
1346
Peoples Bank (Ohio)
Ohio
$606K +$3.23K +11 +0.5%
GFP
1347
Gryphon Financial Partners
Ohio
$605K +$15.9K +54 +3%
FUBT
1348
First United Bank & Trust
Maryland
$601K -$15.9K -54 -3%
MOS
1349
MGO One Seven
Ohio
$600K +$30K +102 +5%
PWPS
1350
Pinnacle Wealth Planning Services
Ohio
$599K +$40.3K +137 +7%