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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 %
SRC
1426
Sage Rhino Capital
California
$511K +$2.08K +7 +0.4%
MGIA
1427
Moneta Group Investment Advisors
Missouri
$510K -$1.18K -4 -0.2%
LCOV
1428
London Company of Virginia
Virginia
$508K
VIM
1429
Veritas Investment Management
United Kingdom
$508K +$19.7K +67 +4%
CAAS
1430
Capital Asset Advisory Services
Michigan
$508K +$508K +1,633 New
CWM
1431
Cornerstone Wealth Management
Missouri
$507K +$82K +279 +19%
FIM
1432
Frontier Investment Management
Texas
$507K +$155K +526 +44%
SWM
1433
Stockman Wealth Management
Montana
$502K -$93.8K -319 -16%
RWM
1434
Ritholtz Wealth Management
New York
$502K +$30.9K +105 +7%
OA
1435
Oxbow Advisors
Texas
$502K +$151K +512 +43%
ECM
1436
Ensemble Capital Management
California
$500K -$11.8K -40 -2%
BHTS
1437
Bar Harbor Trust Services
Maine
$499K +$499K +1,698 New
MC
1438
Miles Capital
Iowa
$496K -$91K -310 -16%
EWM
1439
Endurance Wealth Management
Rhode Island
$494K +$7.34K +25 +2%
EF
1440
Empirical Finance
Pennsylvania
$493K +$178K +605 +56%
3F
1441
360 Financial
Minnesota
$492K +$492K +1,569 New
SEEDPG
1442
S.E.E.D. Planning Group
New York
$491K +$491K +1,671 New
TF
1443
Trek Financial
Arizona
$490K -$12.1K -41 -2%
VDI
1444
Vaughan David Investments
Illinois
$489K -$8.52K -29 -2%
ABC
1445
Associated Banc-Corp
Wisconsin
$489K +$29.4K +100 +6%
BCA
1446
Berman Capital Advisors
Georgia
$487K +$3.52K +12 +0.7%
ALAM
1447
Asahi Life Asset Management
Japan
$486K -$147K -500 -23%
APW
1448
Aurora Private Wealth
New Jersey
$486K +$486K +1,654 New
MWM
1449
Meridian Wealth Management
Kentucky
$484K +$22.9K +78 +5%
LOAMS
1450
Lombard Odier Asset Management (Switzerland)
Switzerland
$484K +$41.5K +141 +9%