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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 %
MC
1351
Montag & Caldwell
Georgia
$470K -$173K -599 -27%
HL
1352
HeadInvest LLC
Maine
$470K +$28.8K +100 +7%
HHAA
1353
Henry H. Armstrong Associates
Pennsylvania
$468K
PB
1354
Pinnacle Bancorp
Nebraska
$465K -$16.7K -58 -3%
MWC
1355
MBM Wealth Consultants
Missouri
$465K +$9.51K +33 +2%
AWE
1356
Avidian Wealth Enterprises
Texas
$465K +$23.4K +81 +5%
EWA
1357
Exencial Wealth Advisors
Oklahoma
$464K -$37.1K -129 -7%
PJSIMP
1358
P.J. Schmidt Investment Management (PJS)
Wisconsin
$464K -$14.4K -50 -3%
MS
1359
Marshall & Sullivan
Washington
$462K -$14.4K -50 -3%
RWM
1360
Ritholtz Wealth Management
New York
$462K +$30.3K +105 +7%
AA
1361
Apriem Advisors
California
$462K +$30.5K +106 +7%
BPC
1362
Banque Pictet & Cie
Switzerland
$461K -$57.6K -200 -11%
WWM
1363
Windsor Wealth Management
Indiana
$461K -$285 -1 -0.1%
WC
1364
Westhampton Capital
North Carolina
$461K
OSAM
1365
O'Shaughnessy Asset Management
Connecticut
$461K +$456K +1,583 +9,894%
BRA
1366
Bender Robert & Associates
California
$460K +$43.2K +150 +10%
BC
1367
Burney Company
Virginia
$457K -$27.1K -94 -6%
LP
1368
LMR Partners
United Kingdom
$456K +$456K +1,584 New
SWA
1369
Stratos Wealth Advisors
Ohio
$452K -$23.9K -83 -5%
CHP
1370
Cable Hill Partners
Oregon
$452K
MWM
1371
Meridian Wealth Management
Kentucky
$452K +$288 +1 +0.1%
ABC
1372
Associated Banc-Corp
Wisconsin
$451K +$19.9K +69 +5%
PTB
1373
Pioneer Trust Bank
Oregon
$450K -$66.9K -232 -13%
TPWA
1374
TRUE Private Wealth Advisors
Oregon
$450K +$33.7K +117 +8%
BFO
1375
Biltmore Family Office
North Carolina
$449K