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Costco

1,743 hedge funds and large institutions have $83.9B invested in Costco in 2019 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 688 increasing their positions, 632 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,743
Holders Change
+42
Holders Change %
+2.47%
% of All Funds
37.92%
Holding in Top 10
91
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.25%
% of All Funds
1.98%
New
131
Increased
688
Reduced
632
Closed
68
Calls
$961M
Puts
$1.59B
Net Calls
-$633M
Net Calls Change
-$405M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
1401
Strategy Asset Managers
California
$324K
PWA
1402
Peterson Wealth Advisors
Utah
$323K +$529 +2 +0.2%
SMFS
1403
Squar Milner Financial Services
California
$322K -$23K -87 -7%
GLA
1404
Good Life Advisors
Pennsylvania
$322K -$794 -3 -0.2%
MC
1405
Matisse Capital
Oregon
$322K
MC
1406
Miles Capital
Iowa
$322K +$42.9K +162 +15%
GIA
1407
Guyasuta Investment Advisors
Pennsylvania
$322K +$52.9K +200 +20%
GC
1408
Grace Capital
Massachusetts
$321K
PL
1409
Perpetual Ltd
Australia
$320K -$106K -400 -25%
BC
1410
Burleson & Co
California
$320K
PWP
1411
Principle Wealth Partners
Connecticut
$317K -$92.5K -350 -23%
PGCM
1412
Prescott Group Capital Management
Oklahoma
$317K
OA
1413
Oxbow Advisors
Texas
$316K
HWA
1414
Heritage Wealth Advisors
Virginia
$315K +$53.9K +204 +21%
VV
1415
Verity & Verity
South Carolina
$315K +$315K +1,193 New
NSAM
1416
North Star Asset Management
Wisconsin
$314K +$2.65K +10 +0.9%
JT
1417
Jump Trading
Illinois
$313K -$183K -691 -37%
WPW
1418
Winthrop Partners - WNY
New York
$311K
AL
1419
Aspiriant LLC
California
$310K -$17.7K -67 -5%
CA
1420
Cullinan Associates
Kentucky
$309K
MAM
1421
Morse Asset Management
Connecticut
$308K +$66.1K +250 +27%
WPC
1422
Waters Parkerson & Co
Louisiana
$307K +$307K +1,163 New
ICM
1423
IMS Capital Management
Oregon
$306K
CBTWT
1424
Community Bank & Trust (Waco, Texas)
Texas
$305K -$74.1K -280 -20%
CAM
1425
Carret Asset Management
New York
$305K +$264 +1 +0.1%