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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 %
SF
401
Synovus Financial
Georgia
$22.9M -$202K -356 -0.9%
AFG
402
Albion Financial Group
Utah
$22.8M +$311K +548 +1%
AAM
403
Autus Asset Management
Arizona
$22.8M -$982K -1,729 -4%
BHWM
404
Bar Harbor Wealth Management
New Hampshire
$22.6M -$305K -537 -1%
ZIM
405
Zacks Investment Management
Illinois
$22.6M +$8.6M +15,141 +61%
CI
406
Capital International
California
$22.6M -$123K -217 -0.5%
CA
407
Cornerstone Advisors
North Carolina
$22.4M
CIC
408
Carnegie Investment Counsel
Ohio
$22.4M +$4.68M +8,244 +26%
MG
409
Markel Group
Virginia
$22.2M
Daiwa Securities Group
410
Daiwa Securities Group
Japan
$22.1M +$1.51M +2,666 +7%
LC
411
Lincoln Capital
Nebraska
$22.1M -$51.7K -91 -0.2%
HIC
412
Harvey Investment Company
Kentucky
$22M -$312K -550 -1%
SPIA
413
Steward Partners Investment Advisory
New York
$21.9M +$5.23M +9,207 +31%
PI
414
PGGM Investments
Netherlands
$21.7M -$28.5M -50,148 -57%
KPWS
415
Kestra Private Wealth Services
Texas
$21.5M +$977K +1,721 +5%
SWP
416
Stratos Wealth Partners
Ohio
$21.4M +$791K +1,393 +4%
ICP
417
Ironvine Capital Partners
Nebraska
$21.4M -$5.25M -9,249 -20%
AWM
418
AE Wealth Management
Kansas
$21.3M +$1.11M +1,962 +6%
CPC
419
Cookson Peirce & Co
Pennsylvania
$21.2M +$19.8M +34,950 +1,468%
SAM
420
Securian Asset Management
Minnesota
$21.2M -$204K -360 -1%
AWM
421
Absher Wealth Management
North Carolina
$21.2M -$1.55M -2,733 -7%
SAM
422
Silvercrest Asset Management
New York
$21.1M -$63K -111 -0.3%
LRPA
423
L. Roy Papp & Associates
Arizona
$21M -$305K -537 -1%
PWP
424
Private Wealth Partners
California
$20.9M -$188K -332 -0.9%
Pacer Advisors
425
Pacer Advisors
Pennsylvania
$20.9M -$9.21M -16,225 -31%