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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 %
NL
2026
NWAM LLC
Washington
$5.13K -$865 -3,035 -14%
WCM
2027
Wealthcare Capital Management
Virginia
$5K -$4.71K -16 -48%
RCC
2028
Red Cedar Capital
Nebraska
$5K
JPLA
2029
Joseph P. Lucia & Associates
New York
$4K -$10.7K -40 -73%
CIAS
2030
CBIZ Investment Advisory Services
Ohio
$4K
BAMG
2031
Brand Asset Management Group
Missouri
$4K +$4K +15 New
SFA
2032
Semmax Financial Advisors
North Carolina
$3K
MIM
2033
Macroview Investment Management
Maryland
$3K +$3K +9 New
MLL
2034
Moody Lynn & Lieberson
Massachusetts
$2.46K +$2.22K +7,797 +946%
WA
2035
WBH Advisory
Maryland
$2.38K -$9 -33 -0.4%
GC
2036
Globeflex Capital
California
$2K
LAS
2037
Lloyd Advisory Services
Georgia
$1K -$10.5K -42 -91%
PW
2038
Price Wealth
Texas
$1K
TFA
2039
Transamerica Financial Advisors
Florida
$1K +$500 +1 +100%
AIA
2040
Arcadia Investment Advisors
Idaho
$813
TI
2041
tru Independence
Oregon
$614
HF
2042
Halpern Financial
Virginia
$324 -$16.2K -50 -98%
Winslow Capital Management
2043
Winslow Capital Management
Minnesota
-$169M -574,671 Closed
CM
2044
Crestline Management
Texas
-$17M -58,000 Closed
IP
2045
Interval Partners
New York
-$17M -57,750 Closed
AC
2046
Athanor Capital
New York
-$15.9M -54,100 Closed
DA
2047
Duality Advisers
Florida
-$15.5M -52,800 Closed
TC
2048
Tairen Capital
Hong Kong
-$13.9M -47,300 Closed
AIM
2049
Achmea Investment Management
Netherlands
-$13.8M -46,818 Closed
FC
2050
FORA Capital
Florida
-$13.1M -44,674 Closed