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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 %
KOMWMG
1826
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$216K +$10.8K +38 +5%
CWM
1827
Connecticut Wealth Management
Connecticut
$216K +$16.6K +58 +8%
Walleye Trading
1828
Walleye Trading
New York
$214K -$11.6M -40,823 -98%
ACM
1829
AUA Capital Management
Pennsylvania
$214K
SNB
1830
Security National Bank
Nebraska
$214K
GTAM
1831
Global Trust Asset Management
Florida
$214K +$194K +665 +950%
USGIU
1832
U.S. Global Investors (USGI)
Texas
$212K +$212K +744 New
SAM
1833
Security Asset Management
New York
$211K
BBWA
1834
Bell & Brown Wealth Advisors
California
$211K +$211K +682 New
TWP
1835
TFO Wealth Partners
Ohio
$210K -$17K -60 -8%
AIFAIM
1836
American Institute for Advanced Investment Management
Arizona
$210K -$2K -7 -0.9%
CA
1837
Continuum Advisory
Idaho
$210K
LWM
1838
Lenox Wealth Management
Ohio
$210K +$110K +386 +110%
GIA
1839
Gladstone Institutional Advisory
Florida
$210K +$210K +738 New
AA
1840
ALPS Advisors
Colorado
$209K -$134K -469 -39%
SDH
1841
Sloy Dahl & Holst
Washington
$209K -$9.97K -35 -5%
TFA
1842
Toth Financial Advisory
Virginia
$209K
NCM
1843
New Capital Management
Texas
$209K
EAM
1844
Evanson Asset Management
California
$208K +$3.13K +11 +2%
HHGA
1845
Halbert Hargrove Global Advisors
California
$208K +$208K +729 New
DDC
1846
DF Dent & Co
Maryland
$207K +$207K +727 New
GCM
1847
Gibraltar Capital Management
Oklahoma
$207K +$207K +727 New
SWM
1848
Segment Wealth Management
Texas
$206K +$206K +723 New
WC
1849
Weil Company
California
$205K -$11.4K -40 -5%
SFM
1850
Signet Financial Management
New Jersey
$204K +$204K +670 New