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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 %
JA
1601
JOYN Advisors
Georgia
$236K -$199K -692 -46%
TC
1602
Truvestments Capital
Florida
$236K
ET
1603
Equitable Trust
Tennessee
$236K +$16.4K +57 +7%
SCA
1604
Spearhead Capital Advisors
Florida
$234K
LSPW
1605
Lake Street Private Wealth
Illinois
$234K +$234K +813 New
FP
1606
Foundry Partners
Minnesota
$232K
MTIM
1607
Marathon Trading Investment Management
Pennsylvania
$232K +$232K +804 New
OCM
1608
One Capital Management
California
$231K
JWA
1609
JFS Wealth Advisors
Pennsylvania
$231K +$2.6K +9 +1%
SVWAG
1610
Sound View Wealth Advisors Group
Georgia
$231K +$11.5K +40 +5%
AF
1611
Alerus Financial
North Dakota
$231K +$231K +803 New
MCM
1612
MV Capital Management
Maryland
$230K
CFG
1613
Cooper Financial Group
California
$229K -$45.2K -157 -16%
FMBTD
1614
First Midwest Bank Trust Division
Illinois
$228K
AEPG
1615
American Economic Planning Group
New Jersey
$227K -$1.16K -4 -0.5%
CBU
1616
CIBC Bank USA
Illinois
$226K
AS
1617
Altshuler Shaham
Israel
$225K +$225K +786 New
MCP
1618
Mirador Capital Partners
California
$222K +$222K +771 New
DI
1619
DFPG Investments
Utah
$220K -$6.99K -24 -3%
NCM
1620
Northwest Capital Management
Oregon
$219K
WA
1621
Wealth Architects
California
$218K -$56.3K -195 -21%
ESB
1622
Essex Savings Bank
Connecticut
$218K -$21.6K -75 -9%
IP
1623
Isthmus Partners
Wisconsin
$218K
PGWM
1624
Parisi Gray Wealth Management
New Jersey
$218K +$218K +755 New
FCA
1625
FLC Capital Advisors
California
$217K