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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 %
CCM
526
Copeland Capital Management
Pennsylvania
$14.1M +$262K +461 +2%
AC
527
Addenda Capital
Quebec, Canada
$14.1M +$309K +545 +2%
AI
528
Axiom Investors
Connecticut
$14M +$14M +24,726 New
RIG
529
Renaissance Investment Group
Massachusetts
$14M +$1.7K +3 +0%
ECM
530
Evergreen Capital Management
Washington
$13.9M -$135K -238 -1%
FWM
531
Frontier Wealth Management
Missouri
$13.7M +$686K +1,208 +5%
CA
532
Cetera Advisors
Colorado
$13.5M -$697K -1,227 -5%
BCM
533
Brasada Capital Management
Texas
$13.4M +$72.4K +144 +0.5%
TW
534
Transform Wealth
Colorado
$13.4M +$235K +414 +2%
GP
535
Girard Partners
Pennsylvania
$13.4M +$308K +542 +2%
MBTD
536
Mechanics Bank - Trust Department
California
$13.4M -$377K -664 -3%
BPA
537
Beacon Pointe Advisors
California
$13.4M -$2.19M -3,849 -14%
ASN
538
Advisory Services Network
Georgia
$13.4M -$364K -641 -3%
GI
539
Gradient Investments
Minnesota
$13.3M -$513K -904 -4%
CIS
540
Connors Investor Services
Pennsylvania
$13.2M +$3.26M +5,740 +33%
USCWA
541
U.S. Capital Wealth Advisors
Texas
$13.1M +$393K +693 +3%
ACI
542
Alpha Cubed Investments
California
$13.1M +$1.82M +3,214 +16%
NIG
543
NFJ Investment Group
Texas
$13M -$4.51M -7,951 -26%
PA
544
Parallel Advisors
California
$13M +$279K +492 +2%
SGI
545
Summit Global Investments
Utah
$13M +$688K +1,212 +6%
WorldQuant Millennium Advisors
546
WorldQuant Millennium Advisors
New York
$13M +$9.51M +16,758 +277%
SCA
547
Spearhead Capital Advisors
Florida
$12.8M +$160K +281 +1%
AIP
548
Ameritas Investment Partners
Nebraska
$12.7M -$270K -475 -2%
CAM
549
Cresset Asset Management
Illinois
$12.6M +$1.95M +3,434 +18%
IUHSA
550
Itau Unibanco Holding S.A.
Brazil
$12.6M -$17.6M -31,153 -58%