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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 %
CWM
1401
Cornerstone Wealth Management
Missouri
$416K +$4.32K +15 +1%
FRM
1402
Fox Run Management
Connecticut
$414K +$414K +1,437 New
AF
1403
Aldebaran Financial
$412K
NEAM
1404
New England Asset Management
Connecticut
$411K
CCP
1405
Clarkston Capital Partners
Michigan
$410K -$7.19K -25 -2%
WPW
1406
Waldron Private Wealth
Pennsylvania
$410K +$123K +427 +43%
G
1407
GenTrust
Florida
$406K
GAM
1408
Gould Asset Management
California
$405K +$1.44K +5 +0.4%
FMWA
1409
Forvis Mazars Wealth Advisors
Missouri
$403K -$38.6K -134 -9%
HTI
1410
Hikari Tsushin Inc
Japan
$403K
IIA
1411
IPG Investment Advisors
California
$401K +$401K +1,391 New
CFD
1412
Creative Financial Designs
Indiana
$400K -$20.5K -72 -5%
EWM
1413
Evermay Wealth Management
Virginia
$400K -$2.88K -10 -0.7%
PWP
1414
Principle Wealth Partners
Connecticut
$399K +$53.5K +186 +16%
BHBT
1415
Burke & Herbert Bank & Trust
Virginia
$398K -$4.89K -17 -1%
SIM
1416
SSI Investment Management
California
$395K
WAP
1417
Wealthcare Advisory Partners
Pennsylvania
$394K +$288 +1 +0.1%
WDA
1418
Wendell David Associates
New Hampshire
$392K
GFS
1419
GYL Financial Synergies
Connecticut
$392K +$16.1K +56 +4%
BHA
1420
Beech Hill Advisors
New York
$389K
WPA
1421
West Paces Advisors
Georgia
$388K
FAT
1422
First American Trust
California
$388K +$20.2K +70 +5%
NA
1423
Nottingham Advisors
New York
$385K -$63.6K -221 -14%
CS
1424
Cannell & Spears
New York
$385K
AC
1425
Addison Capital
Pennsylvania
$385K