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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 %
HCM
1426
Howland Capital Management
Massachusetts
$577K -$1.43K -5 -0.2%
SSA
1427
South Street Advisors
New York
$577K
JCM
1428
Jag Capital Management
Missouri
$576K +$253K +888 +78%
ONST
1429
Old North State Trust
North Carolina
$571K +$53.6K +188 +10%
3F
1430
360 Financial
Minnesota
$571K +$124K +435 +28%
TFO
1431
Tarbox Family Office
California
$570K -$125K -439 -18%
LI
1432
Lafayette Investments
Maryland
$568K +$4.56K +16 +0.8%
CBFP
1433
Cedar Brook Financial Partners
Ohio
$568K +$139K +487 +32%
CWP
1434
CFM Wealth Partners
Texas
$567K +$505K +1,770 +808%
WWM
1435
WT Wealth Management
Arizona
$566K +$205K +721 +57%
WP
1436
WMS Partners
Maryland
$565K -$13.7K -48 -2%
FNBOH
1437
First National Bank of Hutchinson
Kansas
$562K -$17.4K -61 -3%
PMFA
1438
Plante Moran Financial Advisors
Michigan
$562K +$43.6K +153 +8%
FI
1439
Financial Insights
Washington
$558K +$32.5K +114 +6%
TW
1440
TrinityPoint Wealth
Connecticut
$558K +$59.3K +208 +12%
CS
1441
Cannell & Spears
New York
$558K +$170K +597 +44%
CG
1442
Cynosure Group
Utah
$557K -$98.3K -345 -15%
MIM
1443
Moseley Investment Management
Florida
$557K +$59.3K +208 +12%
NICM
1444
Neo Ivy Capital Management
New York
$557K +$557K +1,953 New
GFP
1445
Gryphon Financial Partners
Ohio
$556K -$29.3K -103 -5%
HH
1446
Hilltop Holdings
Texas
$552K -$280K -984 -34%
MOS
1447
MGO One Seven
Ohio
$552K -$29.6K -104 -5%
LWM
1448
Laidlaw Wealth Management
New York
$551K -$14K -49 -2%
SFO
1449
Stokes Family Office
Louisiana
$551K +$34.5K +121 +7%
VCM
1450
Vivaldi Capital Management
Illinois
$551K +$51K +179 +10%