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Costco
COST

Overview Fund Activity

3,051 hedge funds and large institutions have $170B invested in Costco in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,233 increasing their positions, 1,171 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,051
Holders Change
+33
Holders Change %
+1.09%
% of All Funds
48.64%
Holding in Top 10
247
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+19.32%
% of All Funds
3.94%
New
160
Increased
1,233
Reduced
1,171
Closed
91
Calls
$3.75B
Puts
$4.86B
Net Calls
-$1.11B
Net Calls Change
-$447M

Top Buyers

1
CWG
C WorldWide Group
Denmark
+$391M
2
Marshall Wace
Marshall Wace
United Kingdom
+$290M
3
DZ Bank
DZ Bank
Germany
+$261M
4
Invesco
Invesco
Georgia
+$183M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$169M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$531M
2
State Street
State Street
Massachusetts
-$367M
3
BlackRock
BlackRock
New York
-$301M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$180M
5
Morgan Stanley
Morgan Stanley
New York
-$166M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFF
1901
The Family Firm
Maryland
$925K +$1.13K +2 +0.1%
C
1902
CEDRUS
Colorado
$924K -$123K -217 -12%
EFG
1903
Ethos Financial Group
Pennsylvania
$922K +$105K +184 +13%
WFC
1904
Western Financial Corp
California
$922K -$467K -826 -34%
IGGA
1905
Iron Gate Global Advisors
Utah
$921K +$1.71K +3 +0.2%
OC
1906
Oakworth Capital
Alabama
$921K +$30.5K +54 +3%
VV
1907
Verity & Verity
South Carolina
$920K – – –
Financial Engines Advisors
1908
Financial Engines Advisors
California
$918K -$90.4K -160 -9%
GFG
1909
Goldstone Financial Group
Illinois
$918K -$48K -85 -5%
AFP
1910
Ausdal Financial Partners
Iowa
$917K -$36.2K -64 -4%
FOA
1911
Five Oceans Advisors
California
$916K +$1.13K +2 +0.1%
CA
1912
Centerpoint Advisors
Massachusetts
$914K – – –
SCI
1913
Stableford Capital II
Arizona
$914K -$53.7K -98 -6%
GFP
1914
Guardian Financial Partners
California
$911K +$22.6K +40 +3%
AWA
1915
Aaron Wealth Advisors
Illinois
$911K +$23.2K +41 +3%
CIG
1916
Cascade Investment Group
Colorado
$910K +$3.39K +6 +0.4%
PFG
1917
PAX Financial Group
Texas
$908K -$2.26K -4 -0.2%
WA
1918
Wealth Alliance
New York
$907K -$78K -138 -8%
BFA
1919
Buttonwood Financial Advisors
Maryland
$906K +$347K +614 +62%
RPWA
1920
Regent Peak Wealth Advisors
Georgia
$905K +$2.26K +4 +0.3%
CFD
1921
Creative Financial Designs
Indiana
$904K -$565 -1 -0.1%
IDBONY
1922
Israel Discount Bank of New York
New York
$902K -$8.47K -15 -0.9%
ISL
1923
Ingalls & Snyder LLC
New York
$902K +$146K +259 +19%
MC
1924
Machina Capital
France
$901K +$901K +1,595 New
HCP
1925
Hexagon Capital Partners
Arkansas
$900K -$1.7K -3 -0.2%
75 76
77
78 79