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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 %
ACM
1701
Alethea Capital Management
Washington
$287K +$287K +1,005 New
FPGK
1702
Financial Partners Group (Kansas)
Kansas
$286K +$286K +999 New
MIAS
1703
Mason Investment Advisory Services
Virginia
$285K
JWCA
1704
J.W. Cole Advisors
Florida
$285K -$935K -3,281 -77%
BP
1705
BBR Partners
New York
$285K -$294K -1,030 -51%
BKA
1706
Brick & Kyle Associates
Pennsylvania
$285K -$35.6K -125 -11%
S
1707
SimplyRich
California
$285K -$4.95K -17 -2%
LCS
1708
Levin Capital Strategies
New York
$285K
ACA
1709
Affinity Capital Advisors
California
$283K -$38.5K -121 -12%
CCM
1710
Chickasaw Capital Management
Tennessee
$282K
ACP
1711
Arcus Capital Partners
Georgia
$282K
PIA
1712
Perennial Investment Advisors
California
$282K +$17.1K +60 +6%
WCM
1713
Wedge Capital Management
North Carolina
$281K -$17.1K -60 -6%
RC
1714
Rovin Capital
Arizona
$281K +$309 +1 +0.1%
HS
1715
Haafor (Singapore)
Singapore
$281K +$281K +984 New
HAIM
1716
Hunter Associates Investment Management
Pennsylvania
$278K
SCA
1717
Sage Capital Advisors
South Dakota
$278K +$7.42K +26 +3%
NERM
1718
New England Research & Management
Illinois
$278K +$278K +975 New
LRIA
1719
Leonard Rickey Investment Advisors
Washington
$277K -$12.3K -43 -4%
WCM
1720
Washburn Capital Management
Florida
$277K +$277K +970 New
SIA
1721
Sit Investment Associates
Minnesota
$276K
PP
1722
Pegasus Partners
Wisconsin
$275K -$471K -1,652 -63%
FC
1723
Financial Consulate
Maryland
$274K +$570 +2 +0.2%
RA
1724
RFG Advisory
Alabama
$273K +$1.71K +6 +0.6%
SAM
1725
SignalPoint Asset Management
Missouri
$272K