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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 %
RWM
1626
RBA Wealth Management
California
$217K +$217K +752 New
AI
1627
Atom Investors
Texas
$216K -$491K -1,700 -69%
LJHT
1628
Laurie J. Hall Trustee
$216K -$28.8K -100 -12%
BWA
1629
BDO Wealth Advisors
Florida
$216K
ACM
1630
AUA Capital Management
Pennsylvania
$216K
QC
1631
QCM Cayman
Texas
$216K +$216K +748 New
MS
1632
Maven Securities
Jersey
$216K +$216K +750 New
WSCM
1633
Wellington Shields Capital Management
New York
$216K +$216K +750 New
SNB
1634
Security National Bank
Nebraska
$216K +$216K +750 New
HR
1635
Hayden Royal
North Carolina
$215K -$6.64K -23 -3%
AC
1636
Avestar Capital
New York
$215K +$3.17K +11 +1%
TSWM
1637
Triangle Securities Wealth Management
North Carolina
$213K -$36K -125 -14%
WC
1638
Weil Company
California
$213K +$213K +740 New
SAM
1639
Security Asset Management
New York
$213K +$213K +740 New
NCM
1640
New Capital Management
Texas
$212K
CWM
1641
Chesapeake Wealth Management
Virginia
$210K +$210K +728 New
EM
1642
Excalibur Management
Massachusetts
$209K +$209K +725 New
Kayne Anderson Rudnick Investment Management
1643
Kayne Anderson Rudnick Investment Management
California
$208K +$3.17K +11 +2%
NB
1644
Northwest Bancshares
Pennsylvania
$208K +$208K +721 New
EAM
1645
Evanson Asset Management
California
$207K -$242K -839 -54%
CI Investments Inc
1646
CI Investments Inc
Ontario, Canada
$207K +$177K +616 +592%
WCM
1647
WealthBridge Capital Management
Ohio
$207K +$207K +719 New
FBT
1648
First Bankers Trust
Kentucky
$207K +$207K +720 New
CYG
1649
Clean Yield Group
Vermont
$206K
TFA
1650
Toth Financial Advisory
Virginia
$205K