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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 %
JC
426
Jacobs & Co
California
$20.9M -$393K -692 -2%
SMDAM
427
Sumitomo Mitsui DS Asset Management
Japan
$20.9M -$326K -574 -2%
AII
428
AGF Investments Inc
Ontario, Canada
$20.9M -$118K -208 -0.6%
OGC
429
Oak Grove Capital
New Hampshire
$20.8M -$2.45M -4,312 -11%
ORI
430
Oak Ridge Investments
Illinois
$20.8M -$307K -540 -1%
MC
431
Middleton & Co
Massachusetts
$20.7M -$274K -483 -1%
WT
432
Washington Trust
Rhode Island
$20.5M -$1.16M -2,049 -5%
NRS
433
Neville Rodie & Shaw
New York
$20.5M +$678K +1,194 +3%
GC
434
Grimes & Company
Massachusetts
$20.4M -$390K -687 -2%
Wolverine Trading
435
Wolverine Trading
Illinois
$20.3M +$18.9M +33,578 +1,395%
DC
436
Defender Capital
North Carolina
$20.2M -$1.7M -2,997 -8%
CL
437
CPWM LLC
Washington
$20.2M
CCM
438
Coldstream Capital Management
Washington
$20.2M +$1.77M +3,120 +10%
CIP
439
Chartwell Investment Partners
Pennsylvania
$20.2M -$29K -51 -0.1%
DAC
440
Dividend Assets Capital
South Carolina
$20.1M -$355K -625 -2%
KWILP
441
Kiwi Wealth Investments Limited Partnership
New Zealand
$20.1M -$14.5M -25,610 -42%
Nordea Investment Management
442
Nordea Investment Management
Sweden
$19.9M +$373K +666 +2%
WTB
443
Washington Trust Bank
Washington
$19.9M -$674K -1,187 -3%
B
444
Brightworth
Georgia
$19.7M -$555K -977 -3%
MFAM
445
Motley Fool Asset Management
Virginia
$19.6M +$295K +519 +2%
TA
446
TruWealth Advisors
Louisiana
$19.5M +$424K +747 +2%
BBVA
447
Banco Bilbao Vizcaya Argentaria
Spain
$19.3M +$6.87M +12,093 +55%
MSRPS
448
Maryland State Retirement & Pension System
Maryland
$19.3M +$131K +231 +0.7%
FNBOO
449
First National Bank of Omaha
Nebraska
$19.1M -$369K -650 -2%
CAN
450
Cetera Advisor Networks
California
$18.9M -$439K -774 -2%