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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 %
PRC
1876
Pearl River Capital
Michigan
$169K -$359K -1,257 -68%
VC
1877
Vestor Capital
Illinois
$167K
MHR
1878
Matthew Hamilton Rosenberg
$165K +$165K +578 New
WFMPM
1879
Woodley Farra Manion Portfolio Management
Indiana
$162K -$29.7K -104 -15%
LS
1880
Leelyn Smith
Illinois
$162K
GSC
1881
G&S Capital
Colorado
$161K
CAL
1882
Capital Advisors Ltd
Ohio
$160K
LF
1883
Lee Financial
Texas
$158K
LWM
1884
Liberty Wealth Management
California
$155K -$7.44K -26 -5%
AP
1885
Arlington Partners
Alabama
$154K
CFO
1886
CVA Family Office
Colorado
$152K +$152K +533 New
PG
1887
Pendal Group
Australia
$149K +$149K +522 New
WCG
1888
Weaver Consulting Group
California
$145K -$285K -996 -66%
AIC
1889
Archer Investment Corporation
Indiana
$144K +$20.8K +73 +17%
Kayne Anderson Rudnick Investment Management
1890
Kayne Anderson Rudnick Investment Management
California
$143K -$571 -2 -0.4%
WCM
1891
Wunderlich Capital Managemnt
Tennessee
$143K
SQA
1892
Simon Quick Advisors
New Jersey
$140K +$79.3K +278 +131%
PCFFS
1893
Pacific Center for Financial Services
California
$139K
SIS
1894
Sound Income Strategies
Florida
$137K +$65.1K +229 +91%
BS
1895
Bessemer Securities
New York
$135K -$107K -375 -44%
BAMCO Inc
1896
BAMCO Inc
New York
$131K +$4.84K +17 +4%
BCM
1897
Bourgeon Capital Management
Connecticut
$128K +$56.9K +200 +80%
AA
1898
AlphaMark Advisors
Kentucky
$125K +$17K +60 +16%
PCM
1899
Pinz Capital Management
New York
$125K +$68.2K +240 +120%
CB
1900
Community Bank
New York
$120K -$286 -1 -0.2%