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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 %
CWM
1651
Catamount Wealth Management
Connecticut
$24K 100 – –
JWM
1652
Janiczek Wealth Management
Colorado
$24K 100 +100 New
JGIA
1653
Jackson Grant Investment Advisers
Connecticut
$21K 87 -17 -16%
LC
1654
Lavaca Capital
Texas
$21K 85 – –
MSA
1655
Marino Stram & Associates
Massachusetts
$21K 88 – –
LFASL
1656
Lugano Financial Advisors SA (LFA)
Switzerland
$19K 80 -88 -52%
CWM
1657
Cranbrook Wealth Management
Michigan
$19K 80 – –
GCM
1658
Gables Capital Management
Florida
$19K 77 – –
JIP
1659
JBJ Investment Partners
South Carolina
$19K 80 +80 New
IRC
1660
Investors Research Corp
Georgia
$18K 75 +75 New
HI
1661
Human Investing
Oregon
$17K 72 – –
TC
1662
Truvestments Capital
Florida
$17K 70 +70 New
NIM
1663
NuWave Investment Management
New Jersey
$17K 72 +72 New
PGAM
1664
Princeton Global Asset Management
New Jersey
$16K 70 +70 New
SCA
1665
Stuart Chaussee & Associates
California
$15K 60 – –
TFGT
1666
TS Financial Group (TSFG)
Illinois
$15K 63 +63 New
CAGAS
1667
Capital Advisory Group Advisory Services
Minnesota
$14K 62 – –
TVWM
1668
Tower View Wealth Management
Wisconsin
$14K 58 +58 New
DWA
1669
Dougherty Wealth Advisers
Minnesota
$13K 52 – –
CTB
1670
Country Trust Bank
Illinois
$13K 55 – –
JAM
1671
JCIC Asset Management
Ontario, Canada
$13K 53 +53 New
PWMG
1672
Prestige Wealth Management Group
New Jersey
$11K 45 -185 -80%
TA
1673
TCG Advisors
Texas
$11K 46 +46 New
SA
1674
SRH Advisors
Kansas
$10K 40 – –
EWM
1675
Edge Wealth Management
New York
$10K 40 – –
65 66
67
68 69