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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 %
MCWS
601
McKinley Carter Wealth Services
West Virginia
$8.39M +$31K +69 +0.4%
Kovitz Investment Group Partners
602
Kovitz Investment Group Partners
Illinois
$8.39M -$102K -228 -1%
MPWT
603
MassMutual Private Wealth & Trust
Connecticut
$8.38M +$385K +856 +5%
PIM
604
Progressive Investment Management
Oregon
$8.35M +$71.9K +160 +0.9%
Luther King Capital Management (LKCM)
605
Luther King Capital Management (LKCM)
Texas
$8.3M -$103K -229 -1%
ANBT
606
American National Bank & Trust
Texas
$8.27M -$1.18M -2,621 -12%
Vontobel Holding
607
Vontobel Holding
Switzerland
$8.21M +$609K +1,355 +8%
GJIC
608
Gamble Jones Investment Counsel
California
$8.17M -$238K -530 -3%
WC
609
Whitney & Co
New York
$8.09M +$87.6K +195 +1%
PA
610
PFG Advisors
Arizona
$8.09M -$33.7K -75 -0.4%
PP
611
Prudential plc
United Kingdom
$8.09M +$824K +1,834 +11%
First Manhattan
612
First Manhattan
New York
$8.06M +$2.7K +6 +0%
AA
613
Ancora Advisors
Ohio
$8.06M +$227K +506 +3%
LSA
614
L & S Advisors
California
$8.05M -$225K -500 -3%
AMCA
615
Arthur M. Cohen & Associates
Illinois
$8.02M -$62K -138 -0.8%
MMA
616
Miracle Mile Advisors
California
$7.97M +$55.7K +124 +0.7%
SWM
617
SeaCrest Wealth Management
New York
$7.95M +$18.4K +41 +0.2%
RCM
618
Regency Capital Management
Hawaii
$7.91M +$401K +892 +5%
CIS
619
Connors Investor Services
Pennsylvania
$7.86M -$4.71M -10,472 -37%
CA
620
Cullinan Associates
Kentucky
$7.82M -$849K -1,889 -10%
KAM
621
Karani Asset Management
New York
$7.78M -$2.16M -4,818 -22%
VCM
622
Vision Capital Management
Oregon
$7.75M +$50.3K +112 +0.7%
WCWM
623
Willow Creek Wealth Management
California
$7.73M
IIM
624
Ipswich Investment Management
Massachusetts
$7.72M +$30.6K +68 +0.4%
WAM
625
Wilsey Asset Management
California
$7.69M -$4.49K -10 -0.1%