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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 %
PC
1926
Permanens Capital
New York
$86K +$14.3K +50 +20%
AFM
1927
Abbot Financial Management
Massachusetts
$86K +$86K +300 New
IAS
1928
IMA Advisory Services
Colorado
$83K +$28.4K +100 +52%
APWM
1929
Atlas Private Wealth Management
New York
$80K +$285 +1 +0.4%
CA
1930
Crewe Advisors
Utah
$78K -$77.7K -274 -50%
CMA
1931
Cedar Mountain Advisors
Oregon
$78K
CFFP
1932
Center for Financial Planning
Michigan
$76K +$10.3K +36 +16%
SLF
1933
Sun Life Financial
Ontario, Canada
$75K +$1.14K +4 +2%
AA
1934
Advisory Alpha
Michigan
$74.8K -$46.7K -153 -38%
IF
1935
Ironwood Financial
Arizona
$73K -$28.6K -100 -28%
VRM
1936
Vectors Research Management
New York
$73K
EWM
1937
Edge Wealth Management
New York
$72K +$60.3K +207 +518%
KFS
1938
Kelly Financial Services
Massachusetts
$69K +$57.3K +201 +490%
MFT
1939
Moisand Fitzgerald Tamayo
Florida
$68K -$285 -1 -0.4%
RFM
1940
Royal Fund Management
Florida
$67K -$13K -46 -16%
APW
1941
Acima Private Wealth
Virginia
$67K
JFA
1942
JNBA Financial Advisors
Minnesota
$67K
HIM
1943
Hillsdale Investment Management
Ontario, Canada
$65K +$7.07K +25 +12%
CAM
1944
Close Asset Management
United Kingdom
$63K
TF
1945
TimeScale Financial
Massachusetts
$62K
PFSC
1946
Peoples Financial Services Corp
Pennsylvania
$57K
CFG
1947
Capstone Financial Group
Oklahoma
$57K
EARNEST Partners
1948
EARNEST Partners
Georgia
$57K
MWM
1949
MBE Wealth Management
Wisconsin
$57K +$57K +200 New
SL
1950
Savior LLC
Massachusetts
$53K