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Costco

3,313 hedge funds and large institutions have $207B invested in Costco in 2023 Q4 according to their latest regulatory filings, with 401 funds opening new positions, 1,327 increasing their positions, 1,208 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,313
Holders Change
+262
Holders Change %
+8.59%
% of All Funds
48.56%
Holding in Top 10
286
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+15.79%
% of All Funds
4.19%
New
401
Increased
1,327
Reduced
1,208
Closed
83
Calls
$5.96B
Puts
$8.1B
Net Calls
-$2.14B
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Shares
Change %
CL
1476
CIM LLC
New York
$2.43M -$94K -128 -4%
MLA
1477
My Legacy Advisors
Oregon
$2.42M +$34.4K +51 +1%
WAM
1478
Werlinich Asset Management
Connecticut
$2.42M -$133K -200 -5%
SIG
1479
Sargent Investment Group
Maryland
$2.42M +$211K +319 +10%
PVH
1480
Psagot Value Holdings
Israel
$2.41M -$1.49M -2,255 -38%
SOS
1481
Silver Oak Securities
Tennessee
$2.41M +$1.46M +2,212 +154%
VLKIM
1482
Van Lanschot Kempen Investment Management
Netherlands
$2.41M -$339K -514 -12%
FBT
1483
First Bankers Trust
Kentucky
$2.4M -$121K -183 -5%
DCM
1484
Decatur Capital Management
Georgia
$2.4M +$97K +147 +4%
RCM
1485
RMR Capital Management
California
$2.4M +$2.4M +3,632 New
VWM
1486
Venturi Wealth Management
Texas
$2.39M -$80.5K -122 -3%
WWS
1487
Wellington Wealth Strategies
Indiana
$2.39M +$2.39M +3,621 New
SWM
1488
Sculati Wealth Management
Michigan
$2.39M +$64.7K +98 +3%
ACM
1489
Allred Capital Management
Texas
$2.39M -$3.3K -5 -0.1%
WCF
1490
West Coast Financial
California
$2.38M +$345K +522 +17%
MCC
1491
Malaga Cove Capital
California
$2.36M -$5.28K -8 -0.2%
DBRC
1492
D.B. Root & Company
Pennsylvania
$2.35M +$23.8K +36 +1%
TPM
1493
Triasima Portfolio Management
Quebec, Canada
$2.35M +$429K +650 +22%
SPIS
1494
Steward Partners Investment Solutions
Oregon
$2.35M +$2.35M +3,555 New
CPSC
1495
Carl P. Sherr & Co
Massachusetts
$2.35M
NAMNJ
1496
NorthStar Asset Management (New Jersey)
New Jersey
$2.34M +$2.34M +3,551 New
TCA
1497
Transcend Capital Advisors
New Jersey
$2.34M +$175K +265 +8%
CAAS
1498
Capital Asset Advisory Services
Michigan
$2.34M +$167K +253 +8%
AA
1499
Aire Advisors
California
$2.33M -$1.32K -2 -0.1%
BTI
1500
Blue Trust Inc
Georgia
$2.32M -$922K -1,633 -28%