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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 %
CIP
1426
Convergence Investment Partners
Florida
$381K -$47K -163 -11%
PFA
1427
Pettinga Financial Advisors
Indiana
$380K -$364K -1,262 -49%
MIM
1428
Montgomery Investment Management
Maryland
$375K
SCI
1429
Stableford Capital II
Arizona
$372K +$372K +1,292 New
GLI
1430
Guardian Life Insurance
New York
$369K +$3.17K +11 +0.9%
CCM
1431
Carlson Capital Management
Minnesota
$369K +$52.1K +181 +16%
BBA
1432
Braun-Bostich & Associates
Pennsylvania
$368K -$84.7K -294 -19%
GWMIA
1433
Global Wealth Management Investment Advisory
Florida
$364K +$56.8K +197 +18%
RCM
1434
Radnor Capital Management
Pennsylvania
$363K -$47.5K -165 -12%
AA
1435
ALPS Advisors
Colorado
$361K +$361K +1,252 New
TFF
1436
The Family Firm
Maryland
$360K +$288 +1 +0.1%
CPA
1437
Clear Perspective Advisors
Illinois
$359K -$5.76K -20 -2%
HR
1438
Howe & Rusling
New York
$359K
GKWIM
1439
Gerber Kawasaki Wealth & Investment Management
California
$359K
PFT
1440
Providence First Trust
Arizona
$359K +$359K +1,247 New
VR
1441
Viridian RIA
Washington
$354K -$140K -485 -28%
SAM
1442
Strategy Asset Managers
California
$353K
PWA
1443
Peterson Wealth Advisors
Utah
$353K +$577 +2 +0.2%
GCA
1444
Gideon Capital Advisors
New York
$352K -$714K -2,481 -67%
CFGS
1445
Concourse Financial Group Securities
Alabama
$352K -$534K -1,854 -60%
GLA
1446
Good Life Advisors
Pennsylvania
$352K +$1.44K +5 +0.4%
BKA
1447
Brick & Kyle Associates
Pennsylvania
$351K -$44.8K -150 -11%
MC
1448
Matisse Capital
Oregon
$351K
PO
1449
Private Ocean
California
$350K +$86.3K +299 +33%
PT
1450
Plimoth Trust
Massachusetts
$349K -$31.7K -110 -8%