COST icon

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 %
PFBT
1576
Parkside Financial Bank & Trust
Missouri
$252K
LPIC
1577
LeJeune Puetz Investment Counsel
Michigan
$252K
PWA
1578
Providence Wealth Advisors
Illinois
$252K +$252K +875 New
FIM
1579
Fernwood Investment Management
Massachusetts
$252K +$252K +875 New
TI
1580
Tidal Investments
Wisconsin
$252K +$252K +876 New
GTAM
1581
Global Trust Asset Management
Florida
$251K +$231K +800 +1,143%
MIC
1582
Meridian Investment Counsel
California
$247K
NFG
1583
NewFocus Financial Group
Washington
$247K
VFP
1584
Verus Financial Partners
Virginia
$247K +$247K +857 New
PAS
1585
Partnervest Advisory Services
California
$246K +$246K +855 New
RA
1586
RFG Advisory
Alabama
$245K -$22.7K -79 -8%
TSW
1587
Thompson Siegel & Walmsley
Virginia
$245K
BS
1588
Bessemer Securities
New York
$245K
KA
1589
KLCM Advisors
Wisconsin
$244K +$244K +847 New
ACA
1590
Aptus Capital Advisors
Alabama
$243K
AHB
1591
Abner Herrman & Brock
New Jersey
$243K +$243K +842 New
FPCP
1592
Fort Point Capital Partners
California
$243K +$243K +843 New
PHS
1593
Pekin Hardy Strauss
Illinois
$242K -$25.9K -90 -10%
SC
1594
Sawyer & Company
Massachusetts
$242K
PIMG
1595
Patriot Investment Management Group
Tennessee
$242K +$291 +1 +0.1%
CAM
1596
Claret Asset Management
Quebec, Canada
$241K +$241K +835 New
DC
1597
Derby & Company
Massachusetts
$239K
GSIS
1598
Global Strategic Investment Solutions
Arizona
$239K
HTHT
1599
Hemenway Trust Hemenway Trust
New Hampshire
$238K -$79.6K -276 -25%
NEPWA
1600
New England Private Wealth Advisors
Massachusetts
$238K +$289 +1 +0.1%