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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 %
PP
601
Prudential plc
United Kingdom
$11.1M +$867K +1,527 +8%
ATC
602
Argent Trust Co
Tennessee
$11M -$187K -330 -2%
GIA
603
GHP Investment Advisors
Colorado
$10.9M -$44.8K -79 -0.4%
LNC
604
Lincoln National Corp
Pennsylvania
$10.8M +$228K +401 +2%
NCM
605
Nelson Capital Management
California
$10.8M +$36.9K +65 +0.3%
MIG
606
McGuire Investment Group
Rhode Island
$10.8M -$137K -241 -1%
BG
607
Bollard Group
Massachusetts
$10.8M +$16.5K +29 +0.2%
Luther King Capital Management (LKCM)
608
Luther King Capital Management (LKCM)
Texas
$10.8M +$296K +522 +3%
UF
609
Univest Financial
Pennsylvania
$10.7M -$215K -378 -2%
SCM
610
Sitrin Capital Management
California
$10.7M +$54.5K +96 +0.5%
LSA
611
L & S Advisors
California
$10.7M +$492K +867 +5%
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$10.7M +$78.3K +138 +0.7%
Lido Advisors
613
Lido Advisors
California
$10.6M +$1.78M +3,141 +20%
SWM
614
SeaCrest Wealth Management
New York
$10.6M +$575K +1,012 +6%
CAM
615
Cozad Asset Management
Illinois
$10.6M -$523K -922 -5%
ANBT
616
American National Bank & Trust
Texas
$10.5M +$86.9K +153 +0.8%
MMA
617
Miracle Mile Advisors
California
$10.5M +$465K +819 +5%
LCM
618
Liberty Capital Management
Michigan
$10.5M -$576K -1,014 -5%
PIM
619
Progressive Investment Management
Oregon
$10.5M -$41.4K -73 -0.4%
RC
620
RegentAtlantic Capital
New Jersey
$10.5M +$1.83M +3,225 +21%
AA
621
Ancora Advisors
Ohio
$10.4M +$265K +467 +3%
HFS
622
Haverford Financial Services
Pennsylvania
$10.4M -$313K -551 -3%
RCM
623
Regency Capital Management
Hawaii
$10.4M +$375K +661 +4%
MCWS
624
McKinley Carter Wealth Services
West Virginia
$10.4M -$237K -418 -2%
SC
625
Slow Capital
California
$10.3M -$678K -1,195 -6%