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Costco

2,800 hedge funds and large institutions have $169B invested in Costco in 2021 Q4 according to their latest regulatory filings, with 461 funds opening new positions, 1,022 increasing their positions, 965 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,800
Holders Change
+357
Holders Change %
+14.61%
% of All Funds
43.24%
Holding in Top 10
231
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+51.97%
% of All Funds
3.57%
New
461
Increased
1,022
Reduced
965
Closed
67
Calls
$5.14B
Puts
$5.55B
Net Calls
-$404M
Net Calls Change
+$68.7M
Name Holding Trade Value Shares
Change
Shares
Change %
KBC Group
376
KBC Group
Belgium
$25.8M -$17.1M -30,051 -40%
PR
377
Payden & Rygel
California
$25.7M -$3.24M -5,700 -11%
GGI
378
Godsey & Gibb Inc
Virginia
$25.6M +$25.6M +45,173 New
HIMCH
379
Hartford Investment Management Co (HIMCO)
Connecticut
$25.5M +$2M +3,531 +9%
CAM
380
ClariVest Asset Management
California
$25.3M -$706K -1,244 -3%
AAM
381
Advisors Asset Management
Colorado
$25.3M +$1.42M +2,500 +6%
JEST
382
JTC Employer Solutions Trustee
Jersey
$25.2M
AIMCA
383
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$25.1M +$9.95M +17,526 +66%
Skandinaviska Enskilda Banken (SEB)
384
Skandinaviska Enskilda Banken (SEB)
Sweden
$25M -$3.64M -6,453 -13%
VIM
385
Vancity Investment Management
British Columbia, Canada
$25M +$356K +627 +1%
Wealthfront Advisers
386
Wealthfront Advisers
California
$24.9M +$708K +1,247 +3%
VI
387
Vestcor Inc
New Brunswick, Canada
$24.7M +$807K +1,422 +3%
BSA
388
Braun Stacey Associates
New York
$24.4M -$1.26M -2,227 -5%
FCH
389
Freestone Capital Holdings
Washington
$24.4M +$884K +1,558 +4%
B
390
Bailard
California
$24.3M +$279K +491 +1%
BMM
391
Buffington Mohr McNeal
Idaho
$24.3M +$71.5K +126 +0.3%
IC
392
IEQ Capital
California
$24.2M +$1.43M +2,527 +6%
NAM
393
NorthCrest Asset Manangement
Minnesota
$24.1M +$24.1M +42,417 New
WS
394
Wedbush Securities
California
$24M +$1.4M +2,464 +6%
ACM
395
Azimuth Capital Management
Michigan
$23.6M -$655K -1,154 -3%
DY
396
Dowling & Yahnke
California
$23.3M -$892K -1,571 -4%
UH
397
Unigestion Holding
Switzerland
$23.3M -$48.8M -86,036 -68%
KLWA
398
Kelly Lawrence W & Associates
California
$23.3M -$25.5K -45 -0.1%
ACM
399
Advisors Capital Management
New Jersey
$23.2M +$2.64M +4,659 +13%
ZAM
400
Zevin Asset Management
Massachusetts
$23.1M -$707K -1,246 -3%