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Costco

2,041 hedge funds and large institutions have $87.8B invested in Costco in 2020 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 838 increasing their positions, 806 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+46
Holders Change %
+2.31%
% of All Funds
45.09%
Holding in Top 10
162
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+70.53%
% of All Funds
3.58%
New
182
Increased
838
Reduced
806
Closed
109
Calls
$1.61B
Puts
$2.15B
Net Calls
-$538M
Net Calls Change
+$385M
Name Holding Trade Value Shares
Change
Shares
Change %
AGA
1376
Accuvest Global Advisors
Utah
$645K +$645K +2,261 New
BA
1377
Birinyi Associates
Connecticut
$642K -$371K -1,300 -37%
EIA
1378
Eastover Investment Advisors
North Carolina
$639K +$639K +2,240 New
TPWA
1379
TRUE Private Wealth Advisors
Oregon
$638K +$88.7K +311 +16%
IA
1380
IFG Advisory
Georgia
$635K -$13.7K -48 -2%
EI
1381
Ellevest Inc
New York
$635K +$366K +1,283 +136%
MPW
1382
Monterey Private Wealth
California
$633K -$855 -3 -0.1%
PCM
1383
Prelude Capital Management
New York
$633K +$191K +670 +43%
OFS
1384
OneAscent Financial Services
Alabama
$630K -$128K -448 -17%
IAS
1385
Investment Advisory Services
Texas
$630K +$630K +2,211 New
VDFA
1386
Vickerman & Driscoll Financial Advisors
Washington
$628K +$7.98K +28 +1%
ACP
1387
Aviance Capital Partners
Florida
$627K -$4.28K -15 -0.7%
FMLI
1388
Fukoku Mutual Life Insurance
Japan
$627K
TCM
1389
Tributary Capital Management
Nebraska
$626K -$11.4K -40 -2%
CAG
1390
Curtis Advisory Group
California
$626K +$2.85K +10 +0.5%
TIM
1391
Tortoise Investment Management
New York
$626K +$35.6K +125 +6%
XM
1392
XTX Markets
New York
$624K +$624K +2,189 New
WA
1393
Wealth Alliance
New York
$624K +$624K +2,190 New
VFM
1394
Vivid Financial Management
California
$623K +$36.2K +127 +6%
IA
1395
IFG Advisors
Missouri
$621K +$299K +1,049 +93%
AIM
1396
Aspen Investment Management
Michigan
$621K +$367K +1,285 +144%
QCM
1397
Quantinno Capital Management
New York
$620K +$620K +2,176 New
CRWM
1398
Castle Rock Wealth Management
California
$619K -$51.4K -172 -8%
MC
1399
Mathes Company
New York
$619K -$28.5K -100 -4%
SCM
1400
Stonebridge Capital Management
California
$617K