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Costco
COST

Overview Fund Activity

2,340 hedge funds and large institutions have $114B invested in Costco in 2020 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 993 increasing their positions, 784 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
+191
Holders Change %
+8.89%
% of All Funds
41.52%
Holding in Top 10
119
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.3%
% of All Funds
2.11%
New
303
Increased
993
Reduced
784
Closed
83
Calls
$3.15B
Puts
$3.66B
Net Calls
-$515M
Net Calls Change
-$465M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$767M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$279M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$268M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$152M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$146M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$479M
2
KBC Group
KBC Group
Belgium
-$454M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$389M
4
State Street
State Street
Massachusetts
-$345M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
1651
Barber Financial Group
Kansas
$578K +$120K +318 +26%
NIM
1652
Nexus Investment Management
Ontario, Canada
$577K – – –
PWM
1653
Palumbo Wealth Management
New York
$576K +$576K +1,530 New
MFG
1654
Merit Financial Group
Georgia
$565K +$101K +268 +22%
CB
1655
CNB Bank
Pennsylvania
$564K -$1.51K -4 -0.3%
BWP
1656
BSW Wealth Partners
Colorado
$559K +$116K +307 +26%
HCP
1657
Hexagon Capital Partners
Arkansas
$557K +$7.53K +20 +1%
GSIS
1658
Global Strategic Investment Solutions
Arizona
$556K -$29K -77 -5%
MCM
1659
Monarch Capital Management
Indiana
$555K – – –
NSB
1660
Norway Savings Bank
Maine
$554K +$169K +449 +44%
HPWM
1661
Highland Private Wealth Management
Washington
$552K +$53.5K +142 +11%
FPGK
1662
Financial Partners Group (Kansas)
Kansas
$550K +$188K +517 +52%
HIM
1663
Hillsdale Investment Management
Ontario, Canada
$550K +$463K +1,230 +535%
MIM
1664
Moseley Investment Management
Florida
$549K -$284K -753 -34%
AWM
1665
Aberdeen Wealth Management
Illinois
$549K +$27.5K +73 +5%
MSS
1666
Mitchell Sinkler & Starr
Pennsylvania
$547K +$102K +270 +23%
PL
1667
Plancorp LLC
Missouri
$546K +$114K +302 +26%
PHAM
1668
Palisades Hudson Asset Management
Florida
$543K -$260K -690 -32%
GFS
1669
GYL Financial Synergies
Connecticut
$542K -$13.2K -35 -2%
SWM
1670
Sugarloaf Wealth Management
Georgia
$542K +$754 +2 +0.1%
Members Trust
1671
Members Trust
Florida
$541K -$9.8K -26 -2%
IF
1672
Intrua Financial
Texas
$541K +$2.64K +7 +0.5%
OFS
1673
OneAscent Financial Services
Alabama
$540K -$327K -869 -38%
RS
1674
Retirement Solution
Washington
$540K +$540K +1,433 New
S
1675
SimplyRich
California
$539K +$25.6K +68 +5%
65 66
67
68 69