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Costco

1,701 hedge funds and large institutions have $77B invested in Costco in 2019 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 720 increasing their positions, 569 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,701
Holders Change
+47
Holders Change %
+2.84%
% of All Funds
36.87%
Holding in Top 10
89
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.25%
% of All Funds
1.93%
New
147
Increased
720
Reduced
569
Closed
81
Calls
$1.03B
Puts
$1.26B
Net Calls
-$228M
Net Calls Change
+$399M
Name Holding Trade Value Shares
Change
Shares
Change %
PIMG
1526
Patriot Investment Management Group
Tennessee
$201K +$201K +830 New
ACPU
1527
Arrowgrass Capital Partners (US)
Delaware
$200K -$17.7M -73,257 -99%
BWL
1528
Bogart Wealth LLC
Virginia
$197K +$41.6K +172 +27%
MCM
1529
MV Capital Management
Maryland
$194K
JWA
1530
JFS Wealth Advisors
Pennsylvania
$192K
FCM
1531
Fairbanks Capital Management
California
$188K +$188K +776 New
MUS
1532
Mitsubishi UFJ Securities
Japan
$186K +$94.2K +390 +103%
SLF
1533
Sun Life Financial
Ontario, Canada
$182K -$112K -460 -38%
ACM
1534
AUA Capital Management
Pennsylvania
$182K
NCM
1535
New Capital Management
Texas
$178K
TFA
1536
Toth Financial Advisory
Virginia
$174K +$15.8K +65 +10%
WCM
1537
WealthBridge Capital Management
Ohio
$173K +$9.02K +37 +5%
MCA
1538
Mercer Capital Advisers
New Jersey
$167K -$3.39K -14 -2%
CYG
1539
Clean Yield Group
Vermont
$161K
AC
1540
Avestar Capital
New York
$157K +$68.4K +331 +77%
AOWM
1541
Alpha Omega Wealth Management
Virginia
$156K
SWP
1542
Strategic Wealth Partners
Ohio
$156K +$18.4K +76 +13%
VIM
1543
Veritas Investment Management
United Kingdom
$150K
BFC
1544
Bedel Financial Consulting
Indiana
$149K +$243 +1 +0.2%
SWA
1545
Sutton Wealth Advisors
Florida
$147K +$1.45K +6 +1%
OSNBOA
1546
Old Second National Bank of Aurora
Illinois
$147K
CFG
1547
CKW Financial Group
Hawaii
$146K
SPL
1548
Smart Portfolios LLC
Washington
$145K
LWM
1549
Liberty Wealth Management
California
$144K +$17.6K +73 +14%
AP
1550
Atwood & Palmer
Missouri
$138K