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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 %
FFG
1526
Fortem Financial Group
California
$288K
MFG
1527
Magnus Financial Group
New York
$286K +$5.18K +18 +2%
CST
1528
Charles Schwab Trust
Nevada
$286K +$286K +1,009 New
ACP
1529
Arcus Capital Partners
Georgia
$285K
S
1530
SimplyRich
California
$285K +$26.9K +94 +10%
CCM
1531
Chickasaw Capital Management
Tennessee
$285K +$28.8K +100 +11%
OIWM
1532
OptiFour Integrated Wealth Management
Virginia
$283K -$12.1K -42 -4%
HKAM
1533
Horizon Kinetics Asset Management
New York
$282K -$20.2K -70 -7%
PPSG
1534
Princeton Portfolio Strategies Group
New Jersey
$282K
LHC
1535
Little House Capital
Massachusetts
$282K +$282K +978 New
HAIM
1536
Hunter Associates Investment Management
Pennsylvania
$281K
SAM
1537
SignalPoint Asset Management
Missouri
$280K -$4.32K -15 -2%
IP
1538
Investment Partners
Ohio
$280K +$1.73K +6 +0.6%
CA
1539
Cornerstone Advisory
Maryland
$278K +$47.8K +166 +21%
BCP
1540
Blue Chip Partners
Michigan
$277K +$576 +2 +0.2%
ATPW
1541
Ashton Thomas Private Wealth
Arizona
$277K -$23.6K -82 -8%
CAM
1542
Cozad Asset Management
Illinois
$274K +$34.6K +120 +14%
BI
1543
Ballast Inc
Kentucky
$273K +$5.18K +18 +2%
SP
1544
Successful Portfolios
Florida
$273K +$12.4K +43 +5%
FC
1545
Financial Consulate
Maryland
$271K
CC
1546
Cedar Capital
Illinois
$271K +$8.66K +30 +3%
WAM
1547
Weiss Asset Management
Massachusetts
$270K +$37.2K +129 +16%
AL
1548
Aspiriant LLC
California
$269K -$69.6K -241 -21%
SCA
1549
Sage Capital Advisors
South Dakota
$267K
AWM
1550
Avior Wealth Management
Nebraska
$266K +$251K +872 +1,645%