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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 %
LFG
1976
LifePlan Financial Group
Ohio
$8K
TFGT
1977
TS Financial Group (TSFG)
Illinois
$8K
GCM
1978
Gladius Capital Management
Illinois
$7K -$51.7K -155 -88%
QAM
1979
QCI Asset Management
New York
$7K
OAJ
1980
Ogorek Anthony Joseph
New York
$7K
MA
1981
MCF Advisors
Kentucky
$7K
JAM
1982
JCIC Asset Management
Ontario, Canada
$7K +$7K +23 New
JSC
1983
Jackson Square Capital
California
$6K +$6K +21 New
RCC
1984
Red Cedar Capital
Nebraska
$5K
NG
1985
NWK Group
California
$4K +$4K +14 New
SFA
1986
Semmax Financial Advisors
North Carolina
$3K
LP
1987
LMR Partners
United Kingdom
$2.37K +$1.9K +6,472 +409%
GC
1988
Globeflex Capital
California
$2K
PAA
1989
Peregrine Asset Advisers
Oregon
$1.78K -$339 -1,153 -16%
PW
1990
Price Wealth
Texas
$1K -$7.5K -30 -88%
TFA
1991
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
AIA
1992
Arcadia Investment Advisors
Idaho
$813
AC
1993
Asio Capital
Kentucky
$192 +$192 +655 New
LS
1994
Leelyn Smith
Illinois
$169 +$169 +568 New
PGAM
1995
Princeton Global Asset Management
New Jersey
$73 +$34 +115 +87%
SHWM
1996
Silicon Hills Wealth Management
Texas
$28 +$28 +3 New
PI
1997
PGGM Investments
Netherlands
-$141M -491,000 Closed
Balyasny Asset Management
1998
Balyasny Asset Management
Illinois
-$25.1M -87,235 Closed
Arrowstreet Capital
1999
Arrowstreet Capital
Massachusetts
-$17.4M -60,275 Closed
JIM
2000
Jupiter Investment Management
United Kingdom
-$15.3M -53,212 Closed