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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 %
HIIFS
1476
Harel Insurance Investments & Financial Services
Israel
$519K -$101K -355 -16%
CB
1477
CNB Bank
Pennsylvania
$518K +$4.85K +17 +0.9%
CPSAC
1478
Chas P. Smith & Associates (CPS)
Florida
$518K +$7.13K +25 +1%
SB
1479
Strategic Blueprint
Georgia
$518K +$518K +1,816 New
EWM
1480
EPG Wealth Management
Georgia
$514K +$91.9K +322 +22%
QT
1481
Quantamental Technologies
New York
$513K -$13.7K -48 -3%
EWA
1482
Evolution Wealth Advisors
Florida
$511K -$6.56K -23 -1%
CP
1483
Covenant Partners
Tennessee
$510K -$92.7K -325 -15%
WAOI
1484
Wealth Advisors of Iowa
Iowa
$509K +$509K +1,785 New
HPC
1485
HM Payson & Co
Maine
$507K -$89.4K -314 -15%
MC
1486
Miles Capital
Iowa
$506K +$24.8K +87 +5%
BCA
1487
Berman Capital Advisors
Georgia
$506K +$34.6K +122 +7%
KMWM
1488
Keudell/Morrison Wealth Management
Oregon
$505K -$17.7K -62 -3%
CGA
1489
Crescent Grove Advisors
Illinois
$505K
FAT
1490
First American Trust
California
$505K +$99.7K +350 +25%
FMWA
1491
Forvis Mazars Wealth Advisors
Missouri
$503K +$74.1K +260 +17%
OWP
1492
Obermeyer Wealth Partners
Colorado
$500K -$42.5K -149 -8%
MGIA
1493
Moneta Group Investment Advisors
Missouri
$500K +$5.42K +19 +1%
CAIMH
1494
Central Asset Investments & Management Holdings
Hong Kong
$498K +$498K +1,750 New
SRC
1495
Sage Rhino Capital
California
$497K +$6.56K +23 +1%
RWM
1496
Ritholtz Wealth Management
New York
$494K +$7.41K +26 +2%
LCOV
1497
London Company of Virginia
Virginia
$493K
PIA
1498
Pinion Investment Advisors
Kansas
$492K +$24K +84 +5%
FBB
1499
Fulton Breakefield Broenniman
Maryland
$490K -$25.6K -90 -5%
AWE
1500
Avidian Wealth Enterprises
Texas
$490K +$33.1K +116 +7%