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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 %
CFG
451
Citizens Financial Group
Rhode Island
$14.3M -$198K -440 -1%
PA
452
Pinnacle Associates
New York
$14.2M +$69.2K +154 +0.5%
BWFA
453
Baltimore-Washington Financial Advisors
Maryland
$14.2M +$881K +1,960 +7%
WAM
454
Weatherly Asset Management
California
$14.1M +$157K +350 +1%
CIC
455
Carnegie Investment Counsel
Ohio
$14M +$58.9K +131 +0.4%
NIG
456
NFJ Investment Group
Texas
$13.9M -$1.49M -3,306 -10%
MAM
457
Madison Asset Management
Wisconsin
$13.8M +$432K +961 +3%
AC
458
Abbrea Capital
California
$13.8M +$12.1K +27 +0.1%
EMPI
459
Elo Mutual Pension Insurance
Finland
$13.8M -$106K -237 -0.8%
EWA
460
Exencial Wealth Advisors
Oklahoma
$13.8M +$823K +1,832 +6%
AHC
461
Adell Harriman & Carpenter
Texas
$13.6M +$355K +790 +3%
MCM
462
Mengis Capital Management
Oregon
$13.6M -$31.5K -70 -0.2%
BFIM
463
Beese Fulmer Investment Management
Ohio
$13.5M +$128K +284 +1%
GC
464
Gratus Capital
Georgia
$13.5M +$346K +771 +3%
UC
465
Unio Capital
New Jersey
$13.4M -$432K -962 -3%
NAMM
466
NorthStar Asset Management (Massachusetts)
Massachusetts
$13.4M +$340K +757 +3%
H
467
HoyleCohen
California
$13.4M -$260K -579 -2%
KJWM
468
Kiley Juergens Wealth Management
Washington
$13.3M -$24.7K -55 -0.2%
SPIA
469
Steward Partners Investment Advisory
New York
$13.2M +$356K +793 +3%
Cetera Investment Advisers
470
Cetera Investment Advisers
Illinois
$13.1M +$650K +1,446 +5%
LWM
471
Lyell Wealth Management
California
$13.1M -$164K -366 -1%
CFSG
472
Community Financial Services Group
Vermont
$13M +$38.2K +85 +0.3%
NMERB
473
New Mexico Educational Retirement Board
New Mexico
$13M -$225K -500 -2%
BA
474
Bristlecone Advisors
Washington
$13M -$73.7K -164 -0.6%
DP
475
DDD Partners
Washington
$13M -$22.5K -50 -0.2%