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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 %
MCP
1501
Mirador Capital Partners
California
$490K +$490K +1,586 New
ECM
1502
Ensemble Capital Management
California
$485K
SWM
1503
Stockman Wealth Management
Montana
$481K -$5.7K -20 -1%
PIG
1504
Pantheon Investment Group
California
$481K +$35K +123 +8%
FFG
1505
Fortem Financial Group
California
$481K +$196K +686 +69%
BST
1506
Bath Savings Trust
Maine
$480K -$21.4K -75 -4%
EWM
1507
Endurance Wealth Management
Rhode Island
$480K +$855 +3 +0.2%
OA
1508
Oxbow Advisors
Texas
$478K -$9.13K -32 -2%
VDI
1509
Vaughan David Investments
Illinois
$476K +$1.43K +5 +0.3%
TF
1510
Trek Financial
Arizona
$475K
BCM
1511
BTC Capital Management
Iowa
$474K -$36.5K -128 -7%
BHTS
1512
Bar Harbor Trust Services
Maine
$474K -$9.98K -35 -2%
CCM
1513
Carlson Capital Management
Minnesota
$474K +$42.6K +137 +10%
PWMG
1514
Prestige Wealth Management Group
New Jersey
$473K +$45.9K +161 +11%
JA
1515
JOYN Advisors
Georgia
$472K +$237K +830 +101%
II
1516
Inspire Investing
Idaho
$471K -$202K -709 -30%
CAAS
1517
Capital Asset Advisory Services
Michigan
$471K -$23.3K -77 -5%
ER
1518
Enlightenment Research
Florida
$471K +$274K +976 +139%
HCM
1519
Hutchinson Capital Management
California
$467K
BFO
1520
Biltmore Family Office
North Carolina
$466K +$21.4K +75 +5%
PCM
1521
Pennsylvania Capital Management
Pennsylvania
$462K
PJSIMP
1522
P.J. Schmidt Investment Management (PJS)
Wisconsin
$462K
IIC
1523
Integrated Investment Consultants
Michigan
$461K +$285 +1 +0.1%
BB
1524
Busey Bank
Illinois
$459K -$81.1K -284 -15%
CLOS
1525
Compagnie Lombard Odier SCmA
Switzerland
$458K +$435K +1,528 +1,934%