Costco
COST
3,341 hedge funds and large institutions have $202B invested in Costco in 2023 Q4 according to their latest regulatory filings, with 408 funds opening new positions, 1,337 increasing their positions, 1,213 reducing their positions, and 83 closing their positions.
392% more first-time investments, than exits
New positions opened: 408 | Existing positions closed: 83
19% more capital invested
Capital invested by funds: $170B → $202B (+$31.8B)
16% more funds holding in top 10
Funds holding in top 10: 247 → 286 (+39)
10% more repeat investments, than reductions
Existing positions increased: 1,337 | Existing positions reduced: 1,213
9% more funds holding
Funds holding: 3,072 → 3,341 (+269)
0.91% more ownership
Funds ownership: 67.84% → 68.75% (+0.91%)
26% less call options, than puts
Call options by funds: $5.96B | Put options by funds: $8.1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$601M |
| 2 |
JP Morgan Chase
New York
|
+$455M |
| 3 |
Goldman Sachs
New York
|
+$436M |
| 4 |
BlackRock
New York
|
+$353M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$328M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Amundi
Paris,
France
|
-$635M |
| 2 |
Parnassus Investments
San Francisco,
California
|
-$299M |
| 3 |
Millennium Management
New York
|
-$155M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$153M |
| 5 |
Bank of New York Mellon
New York
|
-$143M |
COST Hedge Fund Activity: Q4 2023 in Review
3,341 of the 6,870 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q4 2023, worth a combined $202B — up 19% from $170B a quarter earlier.
Buyers outnumbered sellers: 408 funds opened new COST positions and 83 closed out — a net gain of 325 holders — while 1,337 added to existing stakes and 1,213 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $601M. The largest seller was Amundi, cutting an estimated $635M.
- 3,341 institutional investors held Costco (COST) as of Q4 2023, up from 3,072 in Q3 2023.
- Funds reported $202B of Costco stock for Q4 2023, up 19% quarter-over-quarter.
- 408 funds opened new Costco positions in Q4 2023 and 83 closed out, a net change of +325 holders.
- The largest Costco buyer in Q4 2023 was Neuberger Berman Group, an estimated $601M added.
- The largest Costco seller in Q4 2023 was Amundi, an estimated $635M sold.
Based on aggregated 13F filings for Q4 2023.