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Costco

1,995 hedge funds and large institutions have $91.1B invested in Costco in 2019 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 789 increasing their positions, 646 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+184
Holders Change %
+10.16%
% of All Funds
39.4%
Holding in Top 10
95
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-13.64%
% of All Funds
1.88%
New
274
Increased
789
Reduced
646
Closed
61
Calls
$1.44B
Puts
$2.36B
Net Calls
-$923M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
1501
McRae Capital Management
New Jersey
$431K
MWC
1502
MBM Wealth Consultants
Missouri
$430K -$44.4K -151 -9%
ATC
1503
Adirondack Trust Company
New York
$430K -$13.8K -45 -3%
FDS
1504
First Dallas Securities
Texas
$425K -$10.3K -35 -2%
GIP
1505
Greatmark Investment Partners
Georgia
$422K -$7.35K -25 -2%
G
1506
GenTrust
Florida
$420K +$5.88K +20 +1%
NEAM
1507
New England Asset Management
Connecticut
$419K
FAT
1508
First American Trust
California
$418K +$22K +75 +6%
GAM
1509
Gould Asset Management
California
$413K
PFGIA
1510
Patriot Financial Group Insurance Agency
Massachusetts
$413K +$99.5K +339 +32%
ACM
1511
Anfield Capital Management
California
$413K +$413K +1,340 New
ECG
1512
Edge Capital Group
Georgia
$412K -$30.3K -103 -7%
BPC
1513
Banque Pictet & Cie
Switzerland
$411K -$58.7K -200 -13%
HTI
1514
Hikari Tsushin Inc
Japan
$411K
HR
1515
Hayden Royal
North Carolina
$409K +$168K +522 +70%
CCM
1516
Carlson Capital Management
Minnesota
$408K +$31.7K +108 +8%
PWP
1517
Principle Wealth Partners
Connecticut
$407K
AWM
1518
Aberdeen Wealth Management
Illinois
$407K +$407K +1,385 New
EMB
1519
Elefante Mark B
$405K +$58.3K +198 +17%
NAMP
1520
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$404K -$143K -485 -26%
SIM
1521
SSI Investment Management
California
$403K -$1.77K -6 -0.4%
CFD
1522
Creative Financial Designs
Indiana
$402K -$7.29K -25 -2%
WAP
1523
Wealthcare Advisory Partners
Pennsylvania
$402K
BOPW
1524
Brandywine Oak Private Wealth
Pennsylvania
$401K -$32K -109 -7%
CCP
1525
Clarkston Capital Partners
Michigan
$400K -$19.1K -65 -5%