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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 %
SWMG
1551
Strategic Wealth Management Group
Maryland
$264K +$288 +1 +0.1%
WBC
1552
West Branch Capital
Massachusetts
$264K +$289 +1 +0.1%
SAM
1553
Summit Asset Management
Tennessee
$263K
9WM
1554
9258 Wealth Management
Ohio
$263K
EFSCE
1555
Enterprise Financial Services Corp (EFSC)
Missouri
$262K
CBA
1556
Coastal Bridge Advisors
Connecticut
$262K
MSAM
1557
Moloney Securities Asset Management
Missouri
$260K -$5.47K -19 -2%
DDPIC
1558
Deroy & Devereaux Private Investment Counsel
Michigan
$260K +$29.7K +103 +13%
BSPF
1559
British Steel Pension Fund
United Kingdom
$259K -$182K -633 -41%
YMRC
1560
Yorktown Management & Research Company
Virginia
$259K -$144K -500 -36%
EWF
1561
Epstein & White Financial
California
$259K -$3.45K -12 -1%
NJBEST
1562
New Jersey Better Educational Savings Trust
New Jersey
$259K
SSW
1563
Smith Shellnut Wilson
Mississippi
$258K -$16.4K -57 -6%
CSIA
1564
Charles Schwab Investment Advisory
California
$258K +$258K +895 New
ERIM
1565
Eagle Ridge Investment Management
Connecticut
$257K -$8.65K -30 -3%
AIM
1566
Aspen Investment Management
Michigan
$257K
EWG
1567
Executive Wealth Group
Washington
$257K +$288 +1 +0.1%
AIA
1568
AIMZ Investment Advisors
California
$256K
LRIA
1569
Leonard Rickey Investment Advisors
Washington
$255K
EF
1570
Exeter Financial
Arizona
$255K +$3.74K +13 +1%
PCP
1571
Proficio Capital Partners
Massachusetts
$254K -$59.7K -207 -19%
NFC
1572
Northeast Financial Consultants
Connecticut
$254K
EIA
1573
Eldridge Investment Advisors
New Hampshire
$254K
WPC
1574
White Pine Capital
Minnesota
$254K
CVM
1575
Cheviot Value Management
California
$254K +$288 +1 +0.1%