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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 %
VAG
1726
VisionPoint Advisory Group
Texas
$272K
JFGIW
1727
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$272K +$47.4K +166 +21%
PWA
1728
Providence Wealth Advisors
Illinois
$270K +$17.9K +62 +7%
GIA
1729
Guyasuta Investment Advisors
Pennsylvania
$269K -$21.4K -75 -7%
SWMG
1730
Strategic Wealth Management Group
Maryland
$268K +$2.28K +8 +0.9%
WR
1731
Watson Rebecca
$268K +$268K +832 New
VWA
1732
V Wealth Advisors
Kansas
$268K +$268K +940 New
AL
1733
Aspiriant LLC
California
$267K -$3.42K -12 -1%
BBA
1734
Braun-Bostich & Associates
Pennsylvania
$267K
PFM
1735
Parsec Financial Management
North Carolina
$266K -$8.55K -30 -3%
FPCP
1736
Fort Point Capital Partners
California
$266K +$25.9K +91 +11%
SP
1737
Successful Portfolios
Florida
$266K +$27.1K +95 +11%
PIMG
1738
Patriot Investment Management Group
Tennessee
$265K +$285 +1 +0.1%
HFG
1739
Heron Financial Group
New York
$264K +$2.2K +7 +0.8%
EWF
1740
Epstein & White Financial
California
$264K +$9.16K +32 +4%
BC
1741
Brinker Capital
Pennsylvania
$263K +$263K +924 New
SAM
1742
Summit Asset Management
Tennessee
$262K +$1.43K +5 +0.5%
VVP
1743
Venture Visionary Partners
Ohio
$262K +$50.3K +177 +24%
CBA
1744
Coastal Bridge Advisors
Connecticut
$261K
CAI
1745
Capital Advisors Inc
Oklahoma
$260K +$260K +911 New
MS
1746
Marshall & Sullivan
Washington
$259K -$197K -689 -43%
DDPIC
1747
Deroy & Devereaux Private Investment Counsel
Michigan
$258K
GDP
1748
Great Diamond Partners
Maine
$257K -$36.1K -127 -12%
YMRC
1749
Yorktown Management & Research Company
Virginia
$257K
BCM
1750
Bridgeway Capital Management
Texas
$257K +$257K +900 New