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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 %
TL
1451
TrueWealth LLC
Georgia
$549K -$43.9K -154 -7%
ALAM
1452
Asahi Life Asset Management
Japan
$546K +$74.1K +260 +16%
CAG
1453
Csenge Advisory Group
Florida
$546K +$546K +1,915 New
SSWM
1454
Sheets Smith Wealth Management
North Carolina
$544K +$18K +63 +3%
CA
1455
Calton & Associates
Florida
$543K +$13.1K +46 +2%
FIM
1456
Frontier Investment Management
Texas
$543K +$51.9K +182 +11%
FHA
1457
First Horizon Advisors
Tennessee
$542K +$19.1K +67 +4%
PP
1458
PagnatoKarp Partners
Virginia
$541K +$14.8K +52 +3%
SIA
1459
Soltis Investment Advisors
Utah
$539K -$23.7K -83 -4%
TC
1460
Telemus Capital
Michigan
$538K -$79.3K -257 -13%
PCA
1461
Peddock Capital Advisors
Massachusetts
$537K
AWM
1462
Atticus Wealth Management
Florida
$535K +$285 +1 +0.1%
HC
1463
Hourglass Capital
Texas
$534K
NCM
1464
Northside Capital Management
Oregon
$533K
EIM
1465
Essex Investment Management
Massachusetts
$533K +$482K +1,691 +939%
NP
1466
NorthRock Partners
Minnesota
$532K -$435K -1,525 -45%
MCM
1467
Monarch Capital Management
Indiana
$531K
NGA
1468
Naples Global Advisors
Florida
$531K +$285 +1 +0.1%
CA
1469
Cornerstone Advisory
Maryland
$530K +$249K +873 +89%
CFIA
1470
Cantor Fitzgerald Investment Advisors
New York
$529K
HGWM
1471
Horst & Graben Wealth Management
Oregon
$525K +$525K +1,843 New
WQ
1472
Wealth Quarterback
New Jersey
$523K +$213K +678 +69%
BHBT
1473
Burke & Herbert Bank & Trust
Virginia
$523K -$5.42K -19 -1%
AFC
1474
AFT Forsyth & Company
Florida
$521K -$79.8K -280 -13%
AI
1475
Accredited Investors
Minnesota
$520K -$28.2K -99 -5%