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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 %
LFA
2126
Lighthouse Financial Advisors
Maryland
-$177K -603 Closed
MS
2127
Mizuho Securities
Japan
-$147K -500 Closed
AFS
2128
Aft Forsyth & Sober
Florida
-$122K -415 Closed
KWM
2129
Keebeck Wealth Management
Illinois
-$112K -383 Closed
MUS
2130
Mitsubishi UFJ Securities
Japan
-$112K -380 Closed
IWA
2131
Intercontinental Wealth Advisors
Texas
-$111K -358 Closed
IRAG
2132
Investment Research & Advisory Group
Georgia
-$74K -251 Closed
TCWM
2133
Total Clarity Wealth Management
Illinois
-$72K -245 Closed
HWM
2134
Howard Wealth Management
Connecticut
-$59K -202 Closed
SIC
2135
Samalin Investment Counsel
New York
-$52K -179 Closed
AP
2136
Advisors Preferred
Maryland
-$45K -152 Closed
CHAM
2137
Clear Harbor Asset Management
Connecticut
-$41.4K -141 Closed
PA
2138
PSI Advisors
Florida
-$40K -137 Closed
THWM
2139
Taylor Hoffman Wealth Management
Virginia
-$40K -135 Closed
TFA
2140
Tobias Financial Advisors
Florida
-$29K -101 Closed
HCA
2141
Horan Capital Advisors
Ohio
-$29K -100 Closed
BGC
2142
Beutel, Goodman & Co
Ontario, Canada
-$29K -100 Closed
AP
2143
Americana Partners
Texas
-$24K -85 Closed
LFASL
2144
Lugano Financial Advisors SA (LFA)
Switzerland
-$24K -80 Closed
IRC
2145
Investors Research Corp
Georgia
-$22K -75 Closed
SCA
2146
Stuart Chaussee & Associates
California
-$18K -60 Closed
FEG
2147
Financial Enhancement Group
Indiana
-$12K -40 Closed
CI
2148
Cordant Inc
Oregon
-$9K -29 Closed
GCM
2149
Gladius Capital Management
Illinois
-$7K -21 Closed
NG
2150
NWK Group
California
-$4K -14 Closed