COST icon

Costco

1,743 hedge funds and large institutions have $83.9B invested in Costco in 2019 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 688 increasing their positions, 632 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,743
Holders Change
+42
Holders Change %
+2.47%
% of All Funds
37.92%
Holding in Top 10
91
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.25%
% of All Funds
1.98%
New
131
Increased
688
Reduced
632
Closed
68
Calls
$961M
Puts
$1.59B
Net Calls
-$633M
Net Calls Change
-$405M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
1451
Thompson Investment Management
Wisconsin
$280K
MWM
1452
Modera Wealth Management
New Jersey
$280K
AFNAS
1453
American Financial Network Advisory Services
California
$278K -$43K -162 -13%
EF
1454
Empirical Finance
Pennsylvania
$278K +$6.35K +24 +2%
HKAM
1455
Horizon Kinetics Asset Management
New York
$277K +$277K +1,049 New
NIC
1456
Northwest Investment Counselors
Oregon
$276K
ATPW
1457
Ashton Thomas Private Wealth
Arizona
$275K -$46.5K -176 -14%
SIA
1458
Sit Investment Associates
Minnesota
$275K -$29.1K -110 -10%
IWP
1459
Icon Wealth Partners
Texas
$275K -$23K -87 -8%
LDFR
1460
Lehman & Derafelo Financial Resources
Pennsylvania
$274K
WCM
1461
Wedge Capital Management
North Carolina
$274K +$274K +1,037 New
KCPG
1462
Kavar Capital Partners Group
Kansas
$271K +$1.85K +7 +0.7%
OIWM
1463
OptiFour Integrated Wealth Management
Virginia
$271K +$271K +1,024 New
PFM
1464
Parsec Financial Management
North Carolina
$269K +$33.3K +126 +14%
BWL
1465
Bogart Wealth LLC
Virginia
$269K +$54.3K +206 +25%
FIM
1466
Frontier Investment Management
Texas
$267K +$267K +1,011 New
FI
1467
Fosun International
China
$266K
PCG
1468
Private Capital Group
Connecticut
$266K +$47.4K +227 +22%
MIAS
1469
Mason Investment Advisory Services
Virginia
$264K
FFG
1470
Fortem Financial Group
California
$264K
WA
1471
Wheatland Advisors
Pennsylvania
$264K
SDWMA
1472
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K +$264K +999 New
BSG
1473
Black Swift Group
Colorado
$264K +$264K +1,000 New
LCS
1474
Levin Capital Strategies
New York
$264K +$264K +1,000 New
WPW
1475
Waldron Private Wealth
Pennsylvania
$263K -$58K -220 -18%