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Costco

2,389 hedge funds and large institutions have $118B invested in Costco in 2021 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,044 increasing their positions, 835 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 89

25% more repeat investments, than reductions

Existing positions increased: 1,044 | Existing positions reduced: 835

14% more capital invested

Capital invested by funds: $104B → $118B (+$14.7B)

4% more funds holding in top 10

Funds holding in top 10: 103107 (+4)

2% more funds holding

Funds holding: 2,3512,389 (+38)

1.17% more ownership

Funds ownership: 66.89%68.06% (+1.2%)

10% more call options, than puts

Call options by funds: $3.1B | Put options by funds: $2.83B

Holders
2,389
Holders Change
+38
Holders Change %
+1.62%
% of All Funds
41.58%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.86%
New
159
Increased
1,044
Reduced
835
Closed
89
Calls
$3.1B
Puts
$2.83B
Net Calls
+$280M
Net Calls Change
+$593M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
151
STRS Ohio
Ohio
$88.7M -$3.81M -10,082 -4%
MAM
152
Martingale Asset Management
Massachusetts
$88.6M -$4.6M -12,161 -5%
GT
153
Glenmede Trust
Pennsylvania
$87.9M -$21.6M -57,148 -20%
PCA
154
Personal Capital Advisors
California
$87.1M +$6.23M +16,485 +8%
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$86.7M +$14M +37,142 +20%
William Blair Investment Management
156
William Blair Investment Management
Illinois
$86.4M +$1.11M +2,938 +1%
Federated Hermes
157
Federated Hermes
Pennsylvania
$85.2M -$4.92M -13,002 -6%
MP
158
Munro Partners
Australia
$82.6M +$3.6M +9,525 +5%
LWCFA
159
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$82.4M +$7.81M +20,651 +11%
RHBC
160
R.H. Bluestein & Co
Michigan
$82.2M +$1.21M +3,191 +2%
ASC
161
Atalanta Sosnoff Capital
New York
$81.8M +$32.3M +85,310 +70%
Natixis Advisors
162
Natixis Advisors
Massachusetts
$81.2M +$9.29M +24,573 +14%
VOYA Investment Management
163
VOYA Investment Management
Georgia
$81.1M -$3.76M -9,941 -5%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$80.9M -$5.55M -14,690 -7%
Mirae Asset Global Investments
165
Mirae Asset Global Investments
South Korea
$80.4M +$15.9M +42,040 +26%
CIBC World Market
166
CIBC World Market
Ontario, Canada
$80M -$39.1M -103,427 -34%
Mitsubishi UFJ Asset Management
167
Mitsubishi UFJ Asset Management
Japan
$79.5M +$11.7M +30,883 +18%
Assenagon Asset Management
168
Assenagon Asset Management
Luxembourg
$77M +$41.2M +109,085 +128%
VRS
169
Virginia Retirement Systems
Virginia
$76.7M -$4.61M -12,200 -6%
Treasurer of the State of North Carolina
170
Treasurer of the State of North Carolina
North Carolina
$76.2M -$341K -903 -0.5%
NIPH
171
NN Investment Partners Holdings
Netherlands
$76.1M -$5.93M -15,686 -8%
M&T Bank
172
M&T Bank
New York
$75.7M -$1.13M -2,983 -2%
Mariner
173
Mariner
Kansas
$75.5M +$5.38M +14,221 +8%
HNB
174
Huntington National Bank
Ohio
$75M -$3.17M -8,396 -4%
Korea Investment Corp
175
Korea Investment Corp
South Korea
$74.5M -$1.51M -4,003 -2%

COST Hedge Fund Activity: Q2 2021 in Review

2,389 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q2 2021, worth a combined $118B — up 14% from $104B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new COST positions and 89 closed out — a net gain of 70 holders — while 1,044 added to existing stakes and 835 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $436M. The largest seller was Capital Research Global Investors, cutting an estimated $295M.

  • 2,389 institutional investors held Costco (COST) as of Q2 2021, up from 2,351 in Q1 2021.
  • Funds reported $118B of Costco stock for Q2 2021, up 14% quarter-over-quarter.
  • 159 funds opened new Costco positions in Q2 2021 and 89 closed out, a net change of +70 holders.
  • The largest Costco buyer in Q2 2021 was Wellington Management Group, an estimated $436M added.
  • The largest Costco seller in Q2 2021 was Capital Research Global Investors, an estimated $295M sold.

Based on aggregated 13F filings for Q2 2021.