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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 %
KJHP
1401
K.J. Harrison & Partners
Ontario, Canada
$539K
FHA
1402
First Horizon Advisors
Tennessee
$539K
FIG
1403
FundX Investment Group
California
$538K
WWM
1404
Windsor Wealth Management
Indiana
$536K +$61.4K +209 +13%
PMFA
1405
Plante Moran Financial Advisors
Michigan
$534K +$30.6K +104 +6%
EWA
1406
Evolution Wealth Advisors
Florida
$534K +$399K +1,356 +295%
ONST
1407
Old North State Trust
North Carolina
$533K -$4.11K -14 -0.8%
FBB
1408
Fulton Breakefield Broenniman
Maryland
$532K +$39.1K +133 +8%
KFA
1409
Krane Funds Advisors
New York
$531K +$20.9K +71 +4%
MPAM
1410
Murphy Pohlad Asset Management
Minnesota
$530K +$36.7K +125 +7%
C
1411
Cerebellum
California
$530K +$83.8K +285 +19%
PAM
1412
Peak Asset Management
Colorado
$529K -$4.41K -15 -0.8%
CB
1413
CNB Bank
Pennsylvania
$529K -$3.23K -11 -0.6%
AAM
1414
American Asset Management
Florida
$527K -$294 -1 -0.1%
CPSAC
1415
Chas P. Smith & Associates (CPS)
Florida
$526K +$5.87K +20 +1%
BCM
1416
BTC Capital Management
Iowa
$526K +$17.9K +61 +4%
SFO
1417
Stokes Family Office
Louisiana
$525K +$525K +1,812 New
TFS
1418
TrustCore Financial Services
Tennessee
$524K -$8.82K -30 -2%
AA
1419
Apriem Advisors
California
$524K +$52.9K +180 +11%
CGA
1420
Crescent Grove Advisors
Illinois
$520K
Koshinski Asset Management
1421
Koshinski Asset Management
Illinois
$518K +$518K +1,756 New
BST
1422
Bath Savings Trust
Maine
$517K
VCM
1423
Vivaldi Capital Management
Illinois
$516K -$43.8K -149 -8%
TW
1424
TrinityPoint Wealth
Connecticut
$514K +$12.6K +43 +3%
MIM
1425
Moseley Investment Management
Florida
$513K +$294 +1 +0.1%