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Costco
COST

Overview Fund Activity

2,340 hedge funds and large institutions have $114B invested in Costco in 2020 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 993 increasing their positions, 784 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
+191
Holders Change %
+8.89%
% of All Funds
41.52%
Holding in Top 10
119
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.3%
% of All Funds
2.11%
New
303
Increased
993
Reduced
784
Closed
83
Calls
$3.15B
Puts
$3.66B
Net Calls
-$515M
Net Calls Change
-$465M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$767M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$279M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$268M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$152M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$146M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$479M
2
KBC Group
KBC Group
Belgium
-$454M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$389M
4
State Street
State Street
Massachusetts
-$345M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$337M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
2126
Aldebaran Financial
$211K +$211K +561 New
WWA
2127
WC Walker & Associates
California
$211K +$211K +596 New
SFM
2128
Signet Financial Management
New Jersey
$210K -$24.9K -66 -11%
ABTD
2129
Arvest Bank Trust Division
Oklahoma
$209K +$209K +554 New
MC
2130
Montag & Caldwell
Georgia
$209K +$209K +555 New
HKAM
2131
Horizon Kinetics Asset Management
New York
$208K -$8.65K -23 -4%
TIAM2
2132
Tru Independence Asset Management 2
Oregon
$208K +$208K +551 New
SIA
2133
SkyView Investment Advisors
New Jersey
$208K +$208K +552 New
PI
2134
Parkside Investments
Illinois
$208K +$208K +553 New
AC
2135
Avenir Corporation
Virginia
$207K -$9.41K -25 -4%
UWPG
2136
Ullmann Wealth Partners Group
Florida
$206K +$206K +547 New
GIA
2137
Granite Investment Advisors
New Hampshire
$205K +$205K +545 New
RSVP
2138
Ramsay Stattman Vela & Price
Colorado
$205K +$205K +545 New
FPCG
2139
Fort Pitt Capital Group
Pennsylvania
$203K +$203K +538 New
CWM
2140
Centric Wealth Management
Illinois
$203K +$203K +539 New
HFA
2141
Hoover Financial Advisors
Pennsylvania
$202K +$202K +558 New
SB
2142
Sunflower Bank
Texas
$200K +$200K +532 New
SBWIC
2143
Schaper Benz & Wise Investment Counsel
Wisconsin
$200K +$200K +532 New
AIM
2144
Acropolis Investment Management
Missouri
$198K -$376 -1 -0.2%
ARMC
2145
American Research & Management Company
Massachusetts
$198K +$113K +300 +133%
TC
2146
Truvestments Capital
Florida
$198K +$198K +526 New
FP
2147
Financial Perspectives
Minnesota
$197K +$53.9K +143 +38%
HWM
2148
Holloway Wealth Management
Florida
$193K -$182K – –
AWG
2149
Altus Wealth Group
Colorado
$193K +$193K +511 New
WCM
2150
Wunderlich Capital Managemnt
Tennessee
$188K – – –
84 85
86
87 88