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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 %
ABC
1401
Associated Banc-Corp
Wisconsin
$615K +$141K +494 +30%
TFS
1402
TrustCore Financial Services
Tennessee
$614K +$106K +370 +21%
MSWMA
1403
Market Street Wealth Management Advisors
Indiana
$613K
FNBOSM
1404
First National Bank of South Miami
Florida
$612K -$7.13K -25 -1%
FSA
1405
Franklin Street Advisors
North Carolina
$608K -$68.2K -239 -10%
PHAM
1406
Palisades Hudson Asset Management
Florida
$608K -$23.4K -82 -4%
DS
1407
DRW Securities
Illinois
$608K +$180K +632 +42%
ECM
1408
Exchange Capital Management
Michigan
$607K -$655K -2,296 -52%
WWM
1409
Windsor Wealth Management
Indiana
$607K +$86.4K +303 +17%
CCA
1410
Cobblestone Capital Advisors
New York
$606K -$13.7K -48 -2%
CMBA
1411
C.M. Bidwell & Associates
Hawaii
$599K -$96K -337 -14%
BCM
1412
Birmingham Capital Management
Alabama
$599K
DAM
1413
Delta Asset Management
Tennessee
$599K +$5.7K +20 +1%
PCWA
1414
Pacific Capital Wealth Advisors
California
$597K -$33.4K -117 -5%
FSA
1415
Fort Sheridan Advisors
Illinois
$597K
GC
1416
Grace Capital
Massachusetts
$594K +$264K +926 +80%
TMAM
1417
Tokio Marine Asset Management
Japan
$593K +$51.3K +180 +9%
PBO
1418
Peoples Bank (Ohio)
Ohio
$592K +$3.42K +12 +0.6%
CWM
1419
Cornerstone Wealth Management
Missouri
$589K +$97.7K +343 +20%
SAM
1420
Strategy Asset Managers
California
$588K +$50.8K +178 +9%
CSWG
1421
Cardinal Strategic Wealth Guidance
Kentucky
$586K -$35.7K -125 -6%
PWM
1422
Paulson Wealth Management
Illinois
$582K -$5.28K -17 -0.9%
SRSA
1423
S.R. Schill & Associates
Washington
$582K +$46.7K +164 +9%
AA
1424
Apriem Advisors
California
$581K +$71.9K +252 +14%
AIC
1425
Ameritas Investment Company
Nebraska
$581K +$223K +779 +62%