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Costco
COST

Overview Fund Activity

1,701 hedge funds and large institutions have $77B invested in Costco in 2019 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 720 increasing their positions, 569 reducing their positions, and 81 closing their positions.

Holders
1,701
Holders Change
+47
Holders Change %
+2.84%
% of All Funds
36.87%
Holding in Top 10
89
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.25%
% of All Funds
1.93%
New
147
Increased
720
Reduced
569
Closed
81
Calls
$1.03B
Puts
$1.26B
Net Calls
-$228M
Net Calls Change
+$399M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$746M
2
Capital International Investors
2
Capital International Investors
California
$1.05B
3
TCIM
3
TIAA CREF Investment Management
New York
$922M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.65B
5
BBHC
5
Brown Brothers Harriman & Co
New York
$138M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$409M
2
BlackRock
2
BlackRock
New York
$6.65B
3
Capital World Investors
3
Capital World Investors
California
$2.21B
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ESB
1626
Essex Savings Bank
Connecticut
$42K 173 +55 +47%
HGWM
1627
Harvest Group Wealth Management
Massachusetts
$42K 173 +173 New
APW
1628
Acima Private Wealth
Virginia
$41K 170 +109 +179%
PCA
1629
Providence Capital Advisors
North Carolina
$40K 166 -75 -31%
AWM
1630
Arbor Wealth Management
Florida
$39K 163 – –
VRM
1631
Vectors Research Management
New York
$38K 155 – –
VNA
1632
Valley National Advisers
Pennsylvania
$37K 154 -79 -34%
JFA
1633
JNBA Financial Advisors
Minnesota
$37K 152 +126 +485%
TCCM
1634
Timber Creek Capital Management
Massachusetts
$36K 150 – –
FFW
1635
Fusion Family Wealth
New York
$36K 150 – –
CJA
1636
C-J Advisory
California
$36K 149 – –
RFWA
1637
RPg Family Wealth Advisory
Massachusetts
$35.4K 146 -10 -6%
PCIA
1638
Prime Capital Investment Advisors
Kansas
$35K 146 +21 +17%
CI Investments Inc
1639
CI Investments Inc
Ontario, Canada
$35K 143 +49 +52%
TA
1640
Thor Advisors
New York
$35K 145 +145 New
ARMC
1641
American Research & Management Company
Massachusetts
$34K 140 – –
THWM
1642
Taylor Hoffman Wealth Management
Virginia
$33K 135 – –
PC
1643
Permanens Capital
New York
$31K 130 +130 New
AWM
1644
Avior Wealth Management
Nebraska
$30K 125 +34 +37%
PWM
1645
PRW Wealth Management
Massachusetts
$26K 105 -69 -40%
HCA
1646
Horan Capital Advisors
Ohio
$26K 109 +109 New
AWM
1647
Avondale Wealth Management
Texas
$25K 104 – –
CH
1648
Canton Hathaway
Rhode Island
$24K 100 – –
LWA
1649
Lowe Wealth Advisors
Maryland
$24K 100 – –
DOA
1650
D'Orazio & Associates
Virginia
$24K 100 – –
64 65
66
67 68