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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 %
FIA
2101
FNY Investment Advisers
New York
-$271K -925 Closed
BSPF
2102
British Steel Pension Fund
United Kingdom
-$265K -900 Closed
EF
2103
Exeter Financial
Arizona
-$260K -886 Closed
VA
2104
Valmark Advisers
Ohio
-$254K -865 Closed
WAM
2105
Weiss Asset Management
Massachusetts
-$248K -845 Closed
FAM
2106
Formidable Asset Management
Ohio
-$248K -799 Closed
AI
2107
Atom Investors
Texas
-$227K -771 Closed
AOWM
2108
Alpha Omega Wealth Management
Virginia
-$221K -751 Closed
TSWM
2109
Triangle Securities Wealth Management
North Carolina
-$218K -740 Closed
NCM
2110
Northwest Capital Management
Oregon
-$216K -734 Closed
PFA
2111
Pure Financial Advisors
California
-$213K -723 Closed
NB
2112
Northwest Bancshares
Pennsylvania
-$210K -716 Closed
WSCM
2113
Wellington Shields Capital Management
New York
-$209K -710 Closed
DIP
2114
DT Investment Partners
Pennsylvania
-$206K -700 Closed
OWM
2115
Opes Wealth Management
California
-$206K -700 Closed
RCA
2116
Rex Capital Advisors
Rhode Island
-$206K -700 Closed
SAM
2117
Secure Asset Management
Michigan
-$206K -700 Closed
MIM
2118
Martin Investment Management
Florida
-$205K -699 Closed
CWM
2119
CCG Wealth Management
California
-$205K -698 Closed
KA
2120
KLCM Advisors
Wisconsin
-$205K -697 Closed
CW
2121
CreativeOne Wealth
Kansas
-$203K -692 Closed
SDWMA
2122
Schneider Downs Wealth Management Advisors
Pennsylvania
-$203K -689 Closed
CCM
2123
Compton Capital Management
Rhode Island
-$202K -688 Closed
PMG
2124
Private Management Group
California
-$201K -683 Closed
AC
2125
Asio Capital
Kentucky
-$192 -655 Closed