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Costco

2,443 hedge funds and large institutions have $134B invested in Costco in 2021 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 955 increasing their positions, 931 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,443
Holders Change
+67
Holders Change %
+2.82%
% of All Funds
42.9%
Holding in Top 10
152
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+42.06%
% of All Funds
2.67%
New
173
Increased
955
Reduced
931
Closed
67
Calls
$3.75B
Puts
$4.22B
Net Calls
-$473M
Net Calls Change
-$752M
Name Holding Trade Value Shares
Change
Shares
Change %
CII
301
Capital International Inc
California
$29.9M -$1.28M -2,854 -4%
HCMG
302
Howard Capital Management Group
California
$29.6M +$1.35K +3 +0%
CC
303
Cadinha & Co
Hawaii
$29.4M +$120K +267 +0.4%
TIA
304
Tandem Investment Advisors
South Carolina
$29.1M +$691K +1,538 +2%
SW
305
SVB Wealth
Massachusetts
$28.7M +$430K +956 +2%
NFGCM
306
Norman Fields Gottscho Capital Management
New York
$28.3M +$219K +487 +0.8%
CC
307
Cannell & Co
New York
$28.1M -$1.22M -2,713 -4%
PAG
308
Private Advisor Group
New Jersey
$27.9M +$8.64M +19,236 +45%
ZCM
309
Ziegler Capital Management
Illinois
$27.8M +$3.04M +6,759 +12%
NPPM
310
North Point Portfolio Managers
Ohio
$27.8M -$519K -1,156 -2%
KWILP
311
Kiwi Wealth Investments Limited Partnership
New Zealand
$27.4M -$2.7M -5,999 -9%
GAI
312
General American Investors
New York
$27M -$2.25M -5,000 -8%
AAP
313
Aristotle Atlantic Partners
Florida
$27M -$6.7M -14,916 -20%
RAM
314
RWC Asset Management
United Kingdom
$26.8M
ECM
315
Ensemble Capital Management
California
$26.7M +$106K +235 +0.4%
LIP
316
Liontrust Investment Partners
United Kingdom
$26.5M +$26.5M +59,000 New
FSCM
317
Front Street Capital Management
Montana
$26.2M -$371K -825 -1%
SAM
318
Sawgrass Asset Management
Florida
$26.2M -$12.7M -28,293 -33%
RAM
319
Rempart Asset Management
Canada
$26.2M -$1.23M -2,735 -4%
II
320
IFM Investors
Australia
$26.1M +$8.54K +19 +0%
MOACM
321
Mutual of America Capital Management
New York
$26.1M +$110K +244 +0.4%
BWP
322
Baldwin Wealth Partners
Massachusetts
$25.8M -$254K -566 -1%
FLPIM
323
F.L. Putnam Investment Management
Massachusetts
$25.6M +$453K +1,008 +2%
HCMT
324
Highland Capital Management (Tennessee)
Tennessee
$25.6M -$42.7K -95 -0.2%
GC
325
Guardian Capital
Ontario, Canada
$25.4M -$1.09M -2,427 -4%