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Costco

2,074 hedge funds and large institutions have $93B invested in Costco in 2020 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 926 increasing their positions, 728 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,074
Holders Change
+33
Holders Change %
+1.62%
% of All Funds
42.63%
Holding in Top 10
108
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-33.33%
% of All Funds
2.22%
New
173
Increased
926
Reduced
728
Closed
119
Calls
$1.79B
Puts
$2.49B
Net Calls
-$706M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
551
Jones Financial Companies
Missouri
$5.79M -$748K -2,466 -11%
LSERS
552
Louisiana State Employees Retirement System
Louisiana
$5.76M +$60.6K +200 +1%
BIM
553
Bogle Investment Management
Massachusetts
$5.74M -$5.65M -18,650 -50%
FFWA
554
FRG Family Wealth Advisors
Washington
$5.72M -$151K -499 -3%
Carson Wealth (CWM LLC)
555
Carson Wealth (CWM LLC)
Nebraska
$5.69M
PIM
556
Progressive Investment Management
Oregon
$5.69M +$36.1K +119 +0.6%
BRWM
557
B. Riley Wealth Management
Tennessee
$5.66M -$716K -2,362 -11%
ATC
558
Argent Trust Co
Tennessee
$5.65M +$135K +445 +2%
CCC
559
Chelsea Counsel Company
California
$5.64M -$4.55K -15 -0.1%
BG
560
Bollard Group
Massachusetts
$5.63M +$659K +2,174 +13%
SSB
561
Sandy Spring Bank
Maryland
$5.63M +$456K +1,503 +9%
BCM
562
Brasada Capital Management
Texas
$5.61M +$321K +1,060 +6%
KJWM
563
Kiley Juergens Wealth Management
Washington
$5.6M -$107K -353 -2%
PAG
564
Private Advisory Group
Washington
$5.59M +$149K +493 +3%
DBT
565
Dubuque Bank & Trust
Iowa
$5.59M -$622K -2,051 -10%
NL
566
NWAM LLC
Washington
$5.57M +$115K +380 +2%
WB
567
Webster Bank
Connecticut
$5.55M +$33.1K +109 +0.6%
VCM
568
Vision Capital Management
Oregon
$5.53M -$230K -760 -4%
MFWM
569
Motley Fool Wealth Management
Virginia
$5.53M +$142K +468 +3%
SCA
570
Snowden Capital Advisors
New York
$5.52M +$2.36M +7,774 +74%
MAM
571
Marketfield Asset Management
New York
$5.51M -$349K -1,151 -6%
CCM
572
Consolidated Capital Management
California
$5.51M +$1.49M +4,902 +37%
LSA
573
L & S Advisors
California
$5.5M -$374K -1,235 -6%
CG
574
Colony Group
Massachusetts
$5.47M +$230K +758 +4%
DC
575
Davenport & Co
Virginia
$5.46M +$149K +492 +3%