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Costco

1,995 hedge funds and large institutions have $91.1B invested in Costco in 2019 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 789 increasing their positions, 646 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+184
Holders Change %
+10.16%
% of All Funds
39.4%
Holding in Top 10
95
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-13.64%
% of All Funds
1.88%
New
274
Increased
789
Reduced
646
Closed
61
Calls
$1.44B
Puts
$2.36B
Net Calls
-$923M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Shares
Change %
LPIC
1701
LeJeune Puetz Investment Counsel
Michigan
$257K
PWA
1702
Providence Wealth Advisors
Illinois
$256K
OC
1703
Oakworth Capital
Alabama
$254K +$92.9K +316 +58%
VA
1704
Valmark Advisers
Ohio
$254K +$254K +865 New
FCA
1705
FLC Capital Advisors
California
$253K +$32.3K +110 +15%
MIC
1706
Meridian Investment Counsel
California
$252K
VFP
1707
Verus Financial Partners
Virginia
$252K
BS
1708
Bessemer Securities
New York
$250K
WAM
1709
Weiss Asset Management
Massachusetts
$248K -$26.7K -91 -10%
FPCP
1710
Fort Point Capital Partners
California
$248K
FAM
1711
Formidable Asset Management
Ohio
$248K +$248K +799 New
PHS
1712
Pekin Hardy Strauss
Illinois
$247K
SC
1713
Sawyer & Company
Massachusetts
$247K
SP
1714
Successful Portfolios
Florida
$246K -$32.9K -112 -12%
DC
1715
Derby & Company
Massachusetts
$244K
GSIS
1716
Global Strategic Investment Solutions
Arizona
$244K
SW
1717
SkyOak Wealth
Michigan
$244K +$244K +829 New
KPCM
1718
Kings Point Capital Management
New York
$243K +$147K +500 +153%
JA
1719
JOYN Advisors
Georgia
$242K +$1.18K +4 +0.5%
MLL
1720
Moody Lynn & Lieberson
Massachusetts
$242K +$242K +824 New
CWM
1721
Circle Wealth Management
New Jersey
$240K +$240K +816 New
MA
1722
Modus Advisors
Minnesota
$240K +$240K +818 New
AHB
1723
Abner Herrman & Brock
New Jersey
$239K -$8.83K -30 -4%
TH
1724
Timber Hill
Connecticut
$238K +$238K +810 New
FP
1725
Foundry Partners
Minnesota
$237K