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Costco

1,811 hedge funds and large institutions have $90.3B invested in Costco in 2019 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 700 increasing their positions, 707 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,811
Holders Change
+68
Holders Change %
+3.9%
% of All Funds
39.78%
Holding in Top 10
110
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+20.88%
% of All Funds
2.42%
New
136
Increased
700
Reduced
707
Closed
56
Calls
$1.49B
Puts
$2.17B
Net Calls
-$678M
Net Calls Change
-$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
1501
Patriot Financial Group Insurance Agency
Massachusetts
$308K -$3.46K -12 -1%
QCM
1502
Quest Capital Management
Texas
$307K -$6.06K -21 -2%
PCG
1503
Private Capital Group
Connecticut
$305K -$62K -215 -17%
MWM
1504
Modera Wealth Management
New Jersey
$305K
NP
1505
NorthRock Partners
Minnesota
$304K +$304K +1,055 New
BSB
1506
Bangor Savings Bank
Maine
$303K +$303K +1,052 New
JT
1507
Jump Trading
Illinois
$302K -$38.9K -135 -11%
KWMG
1508
King Wealth Management Group
Florida
$301K -$8.63K -30 -3%
NIC
1509
Northwest Investment Counselors
Oregon
$301K
WCM
1510
Wedge Capital Management
North Carolina
$301K +$2.3K +8 +0.8%
WAS
1511
Winch Advisory Services
Wisconsin
$301K +$296K +1,025 +5,694%
IWP
1512
Icon Wealth Partners
Texas
$300K +$576 +2 +0.2%
AW
1513
Alpha Windward
Massachusetts
$299K -$1.15K -4 -0.4%
PFM
1514
Parsec Financial Management
North Carolina
$297K +$3.46K +12 +1%
ST
1515
Sabal Trust
Florida
$295K -$30.6K -106 -9%
KCPG
1516
Kavar Capital Partners Group
Kansas
$295K
EW
1517
Evoke Wealth
California
$294K +$294K +1,022 New
SIA
1518
Sit Investment Associates
Minnesota
$294K -$5.77K -20 -2%
LDFR
1519
Lehman & Derafelo Financial Resources
Pennsylvania
$294K
GIA
1520
Guyasuta Investment Advisors
Pennsylvania
$293K -$57.6K -200 -16%
TA
1521
TCG Advisors
Texas
$292K +$287K +999 +6,244%
GC
1522
Grace Capital
Massachusetts
$289K -$60.5K -210 -17%
MIAS
1523
Mason Investment Advisory Services
Virginia
$288K
LCS
1524
Levin Capital Strategies
New York
$288K
WA
1525
Wheatland Advisors
Pennsylvania
$288K