COST icon

Costco

2,041 hedge funds and large institutions have $87.8B invested in Costco in 2020 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 838 increasing their positions, 806 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+46
Holders Change %
+2.31%
% of All Funds
45.09%
Holding in Top 10
162
Holding in Top 10 Change
+67
Holding in Top 10 Change %
+70.53%
% of All Funds
3.58%
New
182
Increased
838
Reduced
806
Closed
109
Calls
$1.61B
Puts
$2.15B
Net Calls
-$538M
Net Calls Change
+$385M
Name Holding Trade Value Shares
Change
Shares
Change %
TFF
1626
The Family Firm
Maryland
$357K +$571 +2 +0.2%
MG
1627
Mather Group
Illinois
$357K +$357K +1,252 New
AFA
1628
Atlanta Financial Associates
Georgia
$356K +$356K +1,248 New
RZH
1629
Relyea Zuckerberg Hanson
Connecticut
$355K -$15.4K -54 -4%
DCM
1630
Davis Capital Management
Florida
$355K +$355K +1,246 New
PTB
1631
Pioneer Trust Bank
Oregon
$354K -$19.7K -69 -5%
BCP
1632
Blue Chip Partners
Michigan
$353K +$856 +3 +0.2%
BWA
1633
BDO Wealth Advisors
Florida
$353K +$139K +487 +65%
LDFR
1634
Lehman & Derafelo Financial Resources
Pennsylvania
$350K +$9.98K +35 +3%
KM
1635
Kalos Management
Georgia
$349K +$349K +1,131 New
BIA
1636
Bigelow Investment Advisors
Maine
$348K -$79.9K -280 -19%
PCG
1637
Private Capital Group
Connecticut
$348K +$4.84K +17 +1%
NSAM
1638
North Star Asset Management
Wisconsin
$346K +$8.26K +29 +2%
HR
1639
Howe & Rusling
New York
$343K -$12.6K -44 -4%
PGCM
1640
Prescott Group Capital Management
Oklahoma
$342K
LWANC
1641
Laurel Wealth Advisors (North Carolina)
North Carolina
$342K +$18K +63 +6%
IP
1642
Investment Partners
Ohio
$342K +$31.7K +111 +10%
IA
1643
Independence Advisors
Pennsylvania
$341K +$8.83K +31 +3%
OAM
1644
Oak Asset Management
California
$340K +$5.71K +20 +2%
WPC
1645
Waters Parkerson & Co
Louisiana
$339K +$7.13K +25 +2%
TI
1646
Tidal Investments
Wisconsin
$336K +$40.8K +143 +14%
EFSCE
1647
Enterprise Financial Services Corp (EFSC)
Missouri
$335K +$75.3K +264 +29%
KF
1648
Krilogy Financial
Missouri
$334K
CA
1649
Cullinan Associates
Kentucky
$334K
CL
1650
Choreo LLC
Illinois
$333K -$12.2K -43 -4%