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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 %
FNBOH
1351
First National Bank of Hutchinson
Kansas
$598K -$8.24K -28 -1%
BP
1352
BBR Partners
New York
$597K +$388K +1,320 +186%
WP
1353
WMS Partners
Maryland
$596K -$7.64K -26 -1%
HCM
1354
Howland Capital Management
Massachusetts
$596K +$25K +85 +4%
MIA
1355
MainStreet Investment Advisors
Illinois
$596K +$596K +2,028 New
SSA
1356
South Street Advisors
New York
$595K
AFP
1357
Ausdal Financial Partners
Iowa
$595K +$36.2K +117 +6%
DFA
1358
Delta Financial Advisors
Louisiana
$594K
TC
1359
Telemus Capital
Michigan
$588K -$31.8K -108 -5%
NIM
1360
Nexus Investment Management
Ontario, Canada
$588K
CAM
1361
Cidel Asset Management
Ontario, Canada
$585K -$20.7M -70,283 -97%
AWS
1362
AJ Wealth Strategies
New York
$582K +$294 +1 +0.1%
LWM
1363
Laidlaw Wealth Management
New York
$582K +$582K +1,980 New
LI
1364
Lafayette Investments
Maryland
$581K
SIA
1365
Soltis Investment Advisors
Utah
$580K +$580K +1,973 New
RWB
1366
RMR Wealth Builders
New Jersey
$579K +$579K +1,970 New
EGM
1367
Engineers Gate Manager
New York
$578K +$92.9K +316 +19%
PWM
1368
Paulson Wealth Management
Illinois
$576K -$33.2K -109 -5%
DTL
1369
Dynamic Technology Lab
Singapore
$569K -$1.83M -6,211 -76%
CWP
1370
Capital Wealth Planning
Florida
$569K +$12.9K +44 +2%
SGK
1371
Steigerwald Gordon & Koch
Virginia
$568K +$133K +452 +30%
TPWA
1372
TRUE Private Wealth Advisors
Oregon
$566K +$107K +364 +23%
AI
1373
Accredited Investors
Minnesota
$565K -$15.3K -52 -3%
DWM
1374
Doyle Wealth Management
Florida
$560K +$10K +34 +2%
OWP
1375
Obermeyer Wealth Partners
Colorado
$559K