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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 %
MIC
1776
Meridian Investment Counsel
California
$244K
VFP
1777
Verus Financial Partners
Virginia
$244K
GKWIM
1778
Gerber Kawasaki Wealth & Investment Management
California
$244K +$36.1K +127 +17%
OCM
1779
One Capital Management
California
$243K +$13.7K +48 +6%
AWM
1780
Affinity Wealth Management
Delaware
$243K +$243K +806 New
SVWAG
1781
Sound View Wealth Advisors Group
Georgia
$242K +$15.1K +53 +7%
LCP
1782
Legacy Capital Partners
Wisconsin
$242K +$19.1K +67 +9%
LHC
1783
Little House Capital
Massachusetts
$241K +$241K +845 New
PHS
1784
Pekin Hardy Strauss
Illinois
$240K
SC
1785
Sawyer & Company
Massachusetts
$240K
AHB
1786
Abner Herrman & Brock
New Jersey
$240K +$8.55K +30 +4%
AAM
1787
Aureus Asset Management
Massachusetts
$240K +$240K +841 New
FMBTD
1788
First Midwest Bank Trust Division
Illinois
$239K +$13.2K +46 +6%
TH
1789
Timber Hill
Connecticut
$238K
AF
1790
Alerus Financial
North Dakota
$238K +$30K +105 +14%
DC
1791
Derby & Company
Massachusetts
$237K
FBT
1792
First Bankers Trust
Kentucky
$237K +$31.4K +110 +15%
FCA
1793
FinTrust Capital Advisors
South Carolina
$236K -$115K -404 -33%
CPA
1794
Clear Perspective Advisors
Illinois
$235K -$119K -416 -34%
RPWA
1795
Regent Peak Wealth Advisors
Georgia
$235K -$17.3K -61 -7%
HTHT
1796
Hemenway Trust Hemenway Trust
New Hampshire
$235K +$14.2K +50 +6%
VC
1797
Veracity Capital
Georgia
$234K +$22.8K +80 +11%
PP
1798
Pacifica Partners
Canada
$233K +$108K +355 +86%
AAS
1799
Annex Advisory Services
Wisconsin
$233K +$233K +816 New
PCS
1800
Personal CFO Solutions
New Jersey
$232K +$232K +813 New