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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 %
MWM
1751
Modera Wealth Management
New Jersey
$256K +$28.8K +101 +13%
SSW
1752
Smith Shellnut Wilson
Mississippi
$255K
EWG
1753
Executive Wealth Group
Washington
$254K
AIA
1754
AIMZ Investment Advisors
California
$254K
SW
1755
SkyOak Wealth
Michigan
$254K +$17.7K +62 +7%
NSB
1756
Norway Savings Bank
Maine
$254K +$204K +715 +404%
AWA
1757
Arkadios Wealth Advisors
Georgia
$253K +$19.1K +67 +8%
BI
1758
Ballast Inc
Kentucky
$253K
EM
1759
Excalibur Management
Massachusetts
$252K
WLPWM
1760
Walled Lake Planning & Wealth Management
Illinois
$251K -$44.2K -155 -15%
NFC
1761
Northeast Financial Consultants
Connecticut
$251K
FCA
1762
FLC Capital Advisors
California
$251K
EIA
1763
Eldridge Investment Advisors
New Hampshire
$251K
WPC
1764
White Pine Capital
Minnesota
$251K
PPSG
1765
Princeton Portfolio Strategies Group
New Jersey
$251K
DIM
1766
DC Investments Management
Virginia
$251K +$251K +881 New
TSW
1767
Thompson Siegel & Walmsley
Virginia
$250K -$3.14K -11 -1%
NFG
1768
NewFocus Financial Group
Washington
$250K
WA
1769
Wealth Architects
California
$250K +$22.2K +78 +10%
WIM
1770
Wittenberg Investment Management
Massachusetts
$249K -$528K -1,857 -68%
LPIC
1771
LeJeune Puetz Investment Counsel
Michigan
$249K
CIM
1772
Confluence Investment Management
Missouri
$248K -$174K -611 -41%
ERIM
1773
Eagle Ridge Investment Management
Connecticut
$247K -$6.55K -23 -3%
I
1774
INVST
Indiana
$247K +$27.6K +96 +13%
RCA
1775
Ranch Capital Advisors
Florida
$246K +$95.1K +334 +63%