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Costco

1,995 hedge funds and large institutions have $91.1B invested in Costco in 2019 Q4 according to their latest regulatory filings, with 274 funds opening new positions, 789 increasing their positions, 646 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,995
Holders Change
+184
Holders Change %
+10.16%
% of All Funds
39.4%
Holding in Top 10
95
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-13.64%
% of All Funds
1.88%
New
274
Increased
789
Reduced
646
Closed
61
Calls
$1.44B
Puts
$2.36B
Net Calls
-$923M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Shares
Change %
MS
1826
Mizuho Securities
Japan
$147K
WCM
1827
Wunderlich Capital Managemnt
Tennessee
$147K
IFAM
1828
Institutional & Family Asset Management
Colorado
$144K +$8.51K +29 +6%
PCFFS
1829
Pacific Center for Financial Services
California
$143K +$293 +1 +0.2%
SIAS
1830
Shine Investment Advisory Services
Colorado
$143K +$32K +109 +29%
RWG
1831
Regal Wealth Group
California
$140K
AssetMark Inc
1832
AssetMark Inc
California
$133K +$3.22K +11 +2%
BAMCO Inc
1833
BAMCO Inc
New York
$130K
AIC
1834
Archer Investment Corporation
Indiana
$127K +$127K +433 New
IUHSA
1835
Itau Unibanco Holding S.A.
Brazil
$125K +$125K +424 New
ETC
1836
Exchange Traded Concepts
Oklahoma
$124K +$124K +422 New
CB
1837
Community Bank
New York
$123K
AFS
1838
Aft Forsyth & Sober
Florida
$122K +$122K +415 New
PP
1839
Pacifica Partners
Canada
$121K +$121K +412 New
AA
1840
Advisory Alpha
Michigan
$119K +$15.3K +51 +15%
EDRH
1841
Edmond de Rothschild Holding
Switzerland
$118K
FCMT
1842
Founders Capital Management (Texas)
Texas
$118K
FMII
1843
Farmers & Merchants Investments Inc
Nebraska
$114K
BEI
1844
Benjamin Edwards Inc
Missouri
$114K +$293 +1 +0.3%
CHC
1845
City Holding Co
West Virginia
$113K
AA
1846
AlphaMark Advisors
Kentucky
$112K
MUS
1847
Mitsubishi UFJ Securities
Japan
$112K
BWM
1848
Baystate Wealth Management
Massachusetts
$112K +$62.5K +213 +126%
KWM
1849
Keebeck Wealth Management
Illinois
$112K +$112K +383 New
IWA
1850
Intercontinental Wealth Advisors
Texas
$111K -$21.1K -68 -16%