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Costco

2,340 hedge funds and large institutions have $104B invested in Costco in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,117 increasing their positions, 783 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
Holders Change %
0%
% of All Funds
41.2%
Holding in Top 10
103
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-13.45%
% of All Funds
1.81%
New
157
Increased
1,117
Reduced
783
Closed
128
Calls
$3.22B
Puts
$3.54B
Net Calls
-$314M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Shares
Change %
MFWM
576
Motley Fool Wealth Management
Virginia
$7.31M +$252K +715 +4%
HCM
577
Hutner Capital Management
Vermont
$7.25M
TBA
578
Tower Bridge Advisors
Pennsylvania
$7.24M +$3.78M +10,728 +109%
BRWA
579
B. Riley Wealth Advisors
Florida
$7.19M -$3.13M -8,878 -30%
GP
580
Greenline Partners
New York
$7.17M +$265K +751 +4%
MIAN
581
Mariner Independent Advisor Network
Kansas
$7.12M -$749K -2,124 -10%
FMTC
582
Farmers & Merchants Trust Company
California
$7.08M +$151K +428 +2%
NMIMC
583
Northwestern Mutual Investment Management Company
Wisconsin
$7.07M -$1.46M -4,145 -17%
SSB
584
Sandy Spring Bank
Maryland
$7.06M +$159K +451 +2%
Skandinaviska Enskilda Banken (SEB)
585
Skandinaviska Enskilda Banken (SEB)
Sweden
$7M -$38.8M -110,014 -85%
KAM
586
Karani Asset Management
New York
$6.95M +$2.6M +7,366 +60%
CA
587
Cullinan Associates
Kentucky
$6.91M -$348K -986 -5%
WTC
588
WhitTier Trust Company
Nevada
$6.87M +$529K +1,501 +8%
Luther King Capital Management (LKCM)
589
Luther King Capital Management (LKCM)
Texas
$6.87M +$21.2K +60 +0.3%
ACI
590
Alpha Cubed Investments
California
$6.86M +$3.84M +10,881 +127%
SCM
591
Sitrin Capital Management
California
$6.85M +$47.9K +136 +0.7%
LCM
592
Landscape Capital Management
New Jersey
$6.84M +$6.14M +17,411 +875%
MIG
593
McGuire Investment Group
Rhode Island
$6.83M +$215K +610 +3%
LNC
594
Lincoln National Corp
Pennsylvania
$6.81M -$202K -574 -3%
LCM
595
Liberty Capital Management
Michigan
$6.8M -$26.1K -74 -0.4%
KNW
596
Kesler Norman & Wride
Utah
$6.79M +$313K +889 +5%
ATC
597
Argent Trust Co
Tennessee
$6.79M +$154K +436 +2%
GAB
598
German American Bancorp
Indiana
$6.74M +$498K +1,413 +8%
IA
599
IFP Advisors
Florida
$6.73M +$536K +1,521 +9%
AIMCA
600
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.73M +$1.83M +5,200 +37%