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Costco

1,743 hedge funds and large institutions have $83.9B invested in Costco in 2019 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 688 increasing their positions, 632 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,743
Holders Change
+42
Holders Change %
+2.47%
% of All Funds
37.92%
Holding in Top 10
91
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.25%
% of All Funds
1.98%
New
131
Increased
688
Reduced
632
Closed
68
Calls
$961M
Puts
$1.59B
Net Calls
-$633M
Net Calls Change
-$405M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
1551
CKW Financial Group
Hawaii
$212K +$52.7K +200 +33%
HR
1552
Hayden Royal
North Carolina
$212K +$212K +768 New
OCM
1553
One Capital Management
California
$212K +$212K +803 New
MCM
1554
MV Capital Management
Maryland
$211K
DDPIC
1555
Deroy & Devereaux Private Investment Counsel
Michigan
$211K +$211K +800 New
CA
1556
Cornerstone Advisory
Maryland
$211K +$211K +800 New
DI
1557
DFPG Investments
Utah
$210K +$210K +779 New
MIA
1558
MainStreet Investment Advisors
Illinois
$210K +$210K +795 New
JWA
1559
JFS Wealth Advisors
Pennsylvania
$209K
AEPG
1560
American Economic Planning Group
New Jersey
$209K +$209K +790 New
PFA
1561
Paradigm Financial Advisors
Missouri
$209K +$209K +791 New
FMBTD
1562
First Midwest Bank Trust Division
Illinois
$208K +$208K +790 New
CBU
1563
CIBC Bank USA
Illinois
$207K +$207K +785 New
EI
1564
Ellevest Inc
New York
$205K +$3.32K +542 +2%
FCA
1565
FLC Capital Advisors
California
$203K +$203K +752 New
ET
1566
Equitable Trust
Tennessee
$201K -$47K -178 -19%
NCM
1567
Northwest Capital Management
Oregon
$201K +$201K +762 New
SVWAG
1568
Sound View Wealth Advisors Group
Georgia
$201K +$201K +762 New
IP
1569
Isthmus Partners
Wisconsin
$200K +$200K +757 New
FFG
1570
Ford Financial Group
California
$200K +$200K +759 New
ACM
1571
AUA Capital Management
Pennsylvania
$198K
BWA
1572
BDO Wealth Advisors
Florida
$198K +$145K +550 +275%
NCM
1573
New Capital Management
Texas
$194K
CYG
1574
Clean Yield Group
Vermont
$189K +$13.5K +51 +8%
PI
1575
PineBridge Investments
New York
$188K -$1.82M -6,908 -91%