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Costco
COST

Overview Fund Activity

2,340 hedge funds and large institutions have $114B invested in Costco in 2020 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 993 increasing their positions, 784 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
+191
Holders Change %
+8.89%
% of All Funds
41.52%
Holding in Top 10
119
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.3%
% of All Funds
2.11%
New
303
Increased
993
Reduced
784
Closed
83
Calls
$3.15B
Puts
$3.66B
Net Calls
-$515M
Net Calls Change
-$465M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$767M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$279M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$268M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$152M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$146M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$479M
2
KBC Group
KBC Group
Belgium
-$454M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$389M
4
State Street
State Street
Massachusetts
-$345M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
PBO
1551
Peoples Bank (Ohio)
Ohio
$700K -$11.7K -31 -2%
IA
1552
Insight Advisors
Pennsylvania
$698K +$698K +1,853 New
FAT
1553
First American Trust
California
$697K -$2.64K -7 -0.4%
BCA
1554
Berman Capital Advisors
Georgia
$697K +$13.5K +36 +2%
NGA
1555
Naples Global Advisors
Florida
$693K -$2.64K -7 -0.4%
CFIA
1556
Cantor Fitzgerald Investment Advisors
New York
$691K -$7.53K -20 -1%
AWA
1557
Arete Wealth Advisors
Illinois
$690K -$1.11M -2,950 -62%
AA
1558
Argent Advisors
Louisiana
$690K +$32K +85 +5%
OL
1559
Optas LLC
Texas
$689K -$204K -540 -23%
MG
1560
Mather Group
Illinois
$689K +$73.4K +195 +12%
CPSAC
1561
Chas P. Smith & Associates (CPS)
Florida
$687K +$3.01K +8 +0.4%
LAM
1562
LifePro Asset Management
California
$686K +$686K +1,820 New
RCIM
1563
Red Cedar Investment Management
Michigan
$685K – – –
WAOI
1564
Wealth Advisors of Iowa
Iowa
$684K +$377 +1 +0.1%
CLOS
1565
Compagnie Lombard Odier SCmA
Switzerland
$682K +$3.76K +10 +0.6%
FNBOH
1566
First National Bank of Hutchinson
Kansas
$679K +$19.4K +55 +3%
FMLI
1567
Fukoku Mutual Life Insurance
Japan
$678K -$75.3K -200 -10%
CC
1568
Centiva Capital
New York
$677K +$225K +597 +50%
ZIC
1569
ZWJ Investment Counsel
Georgia
$675K – – –
SRC
1570
Sage Rhino Capital
California
$675K +$6.78K +18 +1%
AWE
1571
Avidian Wealth Enterprises
Texas
$675K +$45.6K +121 +7%
COF
1572
Capital One Financial
Virginia
$674K -$777K -2,061 -54%
OWP
1573
Obermeyer Wealth Partners
Colorado
$674K -$1.51K -4 -0.2%
CT
1574
Cambridge Trust
Massachusetts
$673K -$2.64K -7 -0.4%
MIA
1575
MainStreet Investment Advisors
Illinois
$673K +$8.67K +23 +1%
61 62
63
64 65