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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 %
LPT
1651
Legacy Private Trust
Wisconsin
$332K +$8.26K +29 +3%
SFSG
1652
Sound Financial Strategies Group
Mississippi
$331K -$953K -3,341 -74%
WBC
1653
West Branch Capital
Massachusetts
$330K +$2.57K +9 +0.8%
MFG
1654
Magnus Financial Group
New York
$329K +$41.6K +146 +14%
KA
1655
Klingman & Associates
New York
$329K +$329K +1,155 New
TCM
1656
Teza Capital Management
Illinois
$329K +$329K +1,155 New
CCT
1657
Chemung Canal Trust
New York
$326K
AMC
1658
Asset Management Corp
Illinois
$326K +$570 +2 +0.2%
BWP
1659
BSW Wealth Partners
Colorado
$326K +$12.8K +45 +4%
AIP
1660
Ahrens Investment Partners
Louisiana
$325K +$53K +186 +19%
PFBT
1661
Parkside Financial Bank & Trust
Missouri
$324K +$48.2K +169 +17%
BIAS
1662
Beacon Investment Advisory Services
New Jersey
$323K +$11.7K +41 +4%
BSB
1663
Bangor Savings Bank
Maine
$322K +$10.8K +38 +3%
NFG
1664
Nadler Financial Group
Illinois
$320K -$12.3K -43 -4%
Aristotle Capital Management
1665
Aristotle Capital Management
California
$320K +$4.85K +17 +2%
KCPG
1666
Kavar Capital Partners Group
Kansas
$320K +$28.5K +100 +10%
WPA
1667
West Paces Advisors
Georgia
$318K -$66.2K -232 -17%
VWM
1668
Valley Wealth Managers
New Jersey
$318K -$17.1K -60 -5%
MA
1669
Modus Advisors
Minnesota
$318K +$84.5K +296 +36%
EW
1670
Evoke Wealth
California
$317K -$104K -366 -25%
TCPWM
1671
Traverso Chambers Private Wealth Management
California
$317K -$7.69K -27 -2%
CAM
1672
Carret Asset Management
New York
$317K -$4.27K -15 -1%
TIM
1673
Thompson Investment Management
Wisconsin
$313K -$14.3K -50 -4%
PL
1674
Parthenon LLC
Kentucky
$313K
EGA
1675
Eagle Global Advisors
Texas
$313K