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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 %
ACP
1476
Arcus Capital Partners
Georgia
$262K
SCA
1477
Sage Capital Advisors
South Dakota
$262K +$283 +1 +0.1%
SAM
1478
SignalPoint Asset Management
Missouri
$261K
RCM
1479
RNC Capital Management
California
$260K +$260K +985 New
PPSG
1480
Princeton Portfolio Strategies Group
New Jersey
$259K -$39.6K -150 -13%
JCM
1481
Jag Capital Management
Missouri
$258K -$11.6K -44 -4%
HAIM
1482
Hunter Associates Investment Management
Pennsylvania
$258K
MFG
1483
Magnus Financial Group
New York
$258K +$258K +976 New
IP
1484
Investment Partners
Ohio
$255K -$33.8K -128 -12%
BCP
1485
Blue Chip Partners
Michigan
$253K +$791 +3 +0.3%
SSW
1486
Smith Shellnut Wilson
Mississippi
$252K
CFG
1487
Cooper Financial Group
California
$252K +$252K +952 New
EMB
1488
Elefante Mark B
$251K -$5.28K -20 -2%
WA
1489
Wealth Architects
California
$251K +$7.93K +30 +3%
FHC
1490
First Heartland Consultants
Missouri
$249K +$11.6K +44 +5%
FC
1491
Financial Consulate
Maryland
$248K +$4.23K +16 +2%
HA
1492
Halsey Associates
Connecticut
$247K +$26.4K +100 +12%
PHS
1493
Pekin Hardy Strauss
Illinois
$246K
BI
1494
Ballast Inc
Kentucky
$245K
RA
1495
RFG Advisory
Alabama
$245K +$245K +930 New
MSAM
1496
Moloney Securities Asset Management
Missouri
$244K -$13.2K -50 -5%
ERIM
1497
Eagle Ridge Investment Management
Connecticut
$243K
SWMG
1498
Strategic Wealth Management Group
Maryland
$242K
EWF
1499
Epstein & White Financial
California
$242K +$1.33K +5 +0.6%
WBC
1500
West Branch Capital
Massachusetts
$242K +$242K +914 New