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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 %
IAS
2226
IMA Advisory Services
Colorado
$72K -$4.13K -11 -5%
SWA
2227
SOA Wealth Advisors
New York
$72K +$72K +202 New
1IA
2228
1834 Investment Advisors
Wisconsin
$71K +$22.8K +60 +47%
FA
2229
Financial Avengers
California
$70K +$70K +186 New
CCC
2230
Crescent Capital Consulting
Louisiana
$69K +$69K +180 New
SQA
2231
Simon Quick Advisors
New Jersey
$68K -$53.9K -142 -44%
EIM
2232
Essex Investment Management
Massachusetts
$68K – – –
TF
2233
TimeScale Financial
Massachusetts
$68K +$376 +1 +0.6%
SL
2234
Savior LLC
Massachusetts
$67K -$3.03K -8 -4%
GCM
2235
Gables Capital Management
Florida
$67K – – –
BWM
2236
Birchcreek Wealth Management
Ohio
$67K +$67K +179 New
HGWM
2237
Harvest Group Wealth Management
Massachusetts
$65K – – –
ICP
2238
Interchange Capital Partners
Pennsylvania
$65K +$65K +175 New
APW
2239
Acima Private Wealth
Virginia
$64K -$24.5K -65 -28%
LWA
2240
Lowe Wealth Advisors
Maryland
$64K – – –
LFG
2241
Larson Financial Group
Missouri
$63K +$1.86K +5 +3%
AIG
2242
American International Group
New York
$62.4K -$221 -587 -0.4%
TFIPS
2243
Towarzystwo Funduszy Inwestycyjnych PZU SA
$60.3K +$60.3K +160 New
CWA
2244
Carolina Wealth Advisors
South Carolina
$60K – – –
RIM
2245
Rockbridge Investment Management
New York
$59K -$9.77K -26 -14%
JAM
2246
JCIC Asset Management
Ontario, Canada
$58K +$35.5K +95 +158%
MAM
2247
Marquette Asset Management
Minnesota
$57K – – –
FFW
2248
Fusion Family Wealth
New York
$57K – – –
PFA
2249
Professional Financial Advisors
Nebraska
$57K +$377 +1 +0.7%
SSC
2250
Syverson Strege & Co
Iowa
$57K +$57K +152 New
88 89
90
91 92