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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 %
JWBC
1976
John W. Brooker & Co
California
$31K +$8.46K +30 +38%
AWM
1977
Avondale Wealth Management
Texas
$30K
DTIM
1978
Danda Trouve Investment Management
Kansas
$29K -$18.3K -65 -39%
VCM
1979
Versant Capital Management
Arizona
$29K -$5.02K -18 -15%
ST
1980
Sageworth Trust
Pennsylvania
$29K
DOA
1981
D'Orazio & Associates
Virginia
$29K
POIA
1982
Pin Oak Investment Advisors
Texas
$29K
FA
1983
Fortis Advisors
Pennsylvania
$29K +$14.4K +51 +98%
YAL
1984
Your Advocates Ltd
Texas
$28K +$28K +99 New
HI
1985
Human Investing
Oregon
$27K -$3.48K -12 -11%
JGIA
1986
Jackson Grant Investment Advisers
Connecticut
$27K
CWA
1987
Carolina Wealth Advisors
South Carolina
$27K +$7.11K +25 +36%
HWM
1988
HighMark Wealth Management
Minnesota
$26K -$6.36K -23 -20%
CFN
1989
Cordasco Financial Network
Florida
$26K +$1.73K +6 +7%
SFPG
1990
Stonebridge Financial Planning Group
Florida
$24K +$12K +40 +100%
CWM
1991
Cranbrook Wealth Management
Michigan
$23K
IBOK
1992
Independence Bank of Kentucky
Kentucky
$22K +$10.1K +35 +85%
FWM
1993
Filbrandt Wealth Management
Wisconsin
$21K
LGWM
1994
Litman Gregory Wealth Management
California
$21K +$21K +75 New
WIM
1995
Westside Investment Management
California
$20.4K +$20.4K +20,598 New
LFG
1996
Larson Financial Group
Missouri
$20K +$10.3K +37 +106%
TA
1997
Thor Advisors
New York
$20K +$20K +71 New
SC
1998
Steph & Co
Wisconsin
$19K
CP
1999
Corbenic Partners
Pennsylvania
$18K
SSWG
2000
Seven Springs Wealth Group
Tennessee
$17K