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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 %
AP
1676
Atwood & Palmer
Missouri
$164K
CAL
1677
Capital Advisors Ltd
Ohio
$161K -$24.2K -84 -13%
LWM
1678
Liberty Wealth Management
California
$160K -$2.59K -9 -2%
LF
1679
Lee Financial
Texas
$160K
OC
1680
Oakworth Capital
Alabama
$158K
AP
1681
Arlington Partners
Alabama
$155K -$23K -80 -13%
WCM
1682
Wunderlich Capital Managemnt
Tennessee
$144K
GWA
1683
Guidant Wealth Advisors
Illinois
$144K
MS
1684
Mizuho Securities
Japan
$144K +$144K +500 New
ACPU
1685
Arrowgrass Capital Partners (US)
Delaware
$143K -$264K -917 -65%
PCFFS
1686
Pacific Center for Financial Services
California
$140K
RWG
1687
Regal Wealth Group
California
$137K
EWA
1688
Evolution Wealth Advisors
Florida
$133K -$316K -1,093 -70%
PCM
1689
Penserra Capital Management
California
$133K +$35K +122 +36%
IFAM
1690
Institutional & Family Asset Management
Colorado
$133K +$43.8K +152 +49%
RCA
1691
Ranch Capital Advisors
Florida
$130K +$130K +450 New
AssetMark Inc
1692
AssetMark Inc
California
$128K +$5.49K +19 +4%
BAMCO Inc
1693
BAMCO Inc
New York
$128K +$40.2K +139 +46%
VCM
1694
Vigilant Capital Management
Maine
$127K
WCG
1695
Weaver Consulting Group
California
$126K +$27.9K +100 +28%
GSC
1696
G&S Capital
Colorado
$124K
AIL
1697
AGF Investments LLC
Ontario, Canada
$124K +$124K +429 New
IWA
1698
Intercontinental Wealth Advisors
Texas
$123K
CB
1699
Community Bank
New York
$121K -$20.2K -70 -14%
CA
1700
Crewe Advisors
Utah
$120K +$10.1K +35 +9%