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Costco

2,817 hedge funds and large institutions have $169B invested in Costco in 2021 Q4 according to their latest regulatory filings, with 465 funds opening new positions, 1,025 increasing their positions, 971 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

594% more first-time investments, than exits

New positions opened: 465 | Existing positions closed: 67

52% more funds holding in top 10

Funds holding in top 10: 152231 (+79)

26% more capital invested

Capital invested by funds: $134B → $169B (+$35.2B)

15% more funds holding

Funds holding: 2,4562,817 (+361)

6% more repeat investments, than reductions

Existing positions increased: 1,025 | Existing positions reduced: 971

0.1% more ownership

Funds ownership: 67.62%67.72% (+0.1%)

7% less call options, than puts

Call options by funds: $5.14B | Put options by funds: $5.55B

Holders
2,817
Holders Change
+361
Holders Change %
+14.7%
% of All Funds
43.35%
Holding in Top 10
231
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+51.97%
% of All Funds
3.55%
New
465
Increased
1,025
Reduced
971
Closed
67
Calls
$5.14B
Puts
$5.55B
Net Calls
-$404M
Net Calls Change
+$68.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$21.3B +$115M +225,236 +0.6%
BlackRock
2
BlackRock
New York
$17.6B +$484M +944,199 +3%
State Street
3
State Street
Massachusetts
$10.4B +$870M +1,697,920 +10%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$6.05B -$60.7M -118,455 -1%
Bank of America
5
Bank of America
North Carolina
$4.31B +$43.7M +85,297 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.17B +$126M +246,857 +3%
Morgan Stanley
7
Morgan Stanley
New York
$3.13B -$283M -552,136 -9%
Northern Trust
8
Northern Trust
Illinois
$3.07B -$160M -313,059 -5%
AllianceBernstein
9
AllianceBernstein
Tennessee
$2.9B +$68.6M +133,943 +3%
Capital World Investors
10
Capital World Investors
California
$2.74B -$38.9M -75,874 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.65B -$104M -203,946 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.61B -$7.68M -14,991 -0.3%
N
13
Nuveen
North Carolina
$2.47B -$153M -299,341 -6%
Norges Bank
14
Norges Bank
Norway
$2.32B -$127M -248,889 -6%
Fisher Asset Management
15
Fisher Asset Management
Washington
$2.31B +$93.9M +183,387 +5%
Jennison Associates
16
Jennison Associates
New York
$1.77B -$110M -215,242 -6%
Legal & General Group
17
Legal & General Group
United Kingdom
$1.68B -$50.6M -98,801 -3%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$1.59B -$373M -728,552 -21%
UBS Group
19
UBS Group
Switzerland
$1.47B -$34.5M -67,356 -3%
Wells Fargo
20
Wells Fargo
California
$1.44B -$200M -391,368 -13%
UBS AM
21
UBS AM
Illinois
$1.33B -$4.19M -8,182 -0.3%
Charles Schwab
22
Charles Schwab
California
$1.31B +$30.1M +58,712 +3%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$1.29B -$5.98M -11,678 -0.5%
Parnassus Investments
24
Parnassus Investments
California
$1.17B -$12.7M -24,893 -1%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$1.12B -$33.1M -64,637 -3%

COST Hedge Fund Activity: Q4 2021 in Review

2,817 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q4 2021, worth a combined $169B — up 26% from $134B a quarter earlier.

Buyers outnumbered sellers: 465 funds opened new COST positions and 67 closed out — a net gain of 398 holders — while 1,025 added to existing stakes and 971 trimmed.

The largest buyer was State Street, adding an estimated $870M. The largest seller was Wellington Management Group, cutting an estimated $373M.

  • 2,817 institutional investors held Costco (COST) as of Q4 2021, up from 2,456 in Q3 2021.
  • Funds reported $169B of Costco stock for Q4 2021, up 26% quarter-over-quarter.
  • 465 funds opened new Costco positions in Q4 2021 and 67 closed out, a net change of +398 holders.
  • The largest Costco buyer in Q4 2021 was State Street, an estimated $870M added.
  • The largest Costco seller in Q4 2021 was Wellington Management Group, an estimated $373M sold.

Based on aggregated 13F filings for Q4 2021.