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Costco

2,841 hedge funds and large institutions have $172B invested in Costco in 2022 Q1 according to their latest regulatory filings, with 190 funds opening new positions, 1,158 increasing their positions, 1,087 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,841
Holders Change
+41
Holders Change %
+1.46%
% of All Funds
44.96%
Holding in Top 10
271
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+17.32%
% of All Funds
4.29%
New
190
Increased
1,158
Reduced
1,087
Closed
114
Calls
$3.7B
Puts
$4.95B
Net Calls
-$1.24B
Net Calls Change
-$839M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
626
MassMutual Private Wealth & Trust
Connecticut
$11.2M +$364K +632 +3%
PCM
627
Palisade Capital Management
New Jersey
$11.1M -$565K -981 -5%
Kovitz Investment Group Partners
628
Kovitz Investment Group Partners
Illinois
$11M +$8.37M +14,534 +316%
FWCM
629
Ferguson Wellman Capital Management
Oregon
$11M -$973K -1,689 -8%
BG
630
Bollard Group
Massachusetts
$11M +$16.1K +28 +0.1%
NMIMC
631
Northwestern Mutual Investment Management Company
Wisconsin
$11M -$477K -828 -4%
ATC
632
Argent Trust Co
Tennessee
$10.9M -$163K -283 -1%
MIG
633
McGuire Investment Group
Rhode Island
$10.9M -$54.1K -94 -0.5%
TW
634
Transform Wealth
Colorado
$10.8M -$2.78M -4,833 -20%
SI
635
Stephens Inc
Arkansas
$10.8M -$590K -1,025 -5%
Vontobel Holding
636
Vontobel Holding
Switzerland
$10.7M +$1.04M +1,804 +11%
BJL
637
Brighton Jones LLC
Washington
$10.7M +$968K +1,681 +10%
CAM
638
Cozad Asset Management
Illinois
$10.7M -$9.79K -17 -0.1%
LCM
639
Liberty Capital Management
Michigan
$10.7M +$33.4K +58 +0.3%
ECM
640
ExodusPoint Capital Management
New York
$10.7M +$10.7M +18,560 New
Carson Wealth (CWM LLC)
641
Carson Wealth (CWM LLC)
Nebraska
$10.7M +$932K +1,618 +10%
SGI
642
Summit Global Investments
Utah
$10.6M -$2.63M -4,573 -20%
PIM
643
Progressive Investment Management
Oregon
$10.5M -$116K -202 -1%
Luther King Capital Management (LKCM)
644
Luther King Capital Management (LKCM)
Texas
$10.5M -$407K -707 -4%
PI
645
PineBridge Investments
New York
$10.5M +$10M +17,383 +2,047%
HFS
646
Haverford Financial Services
Pennsylvania
$10.4M -$102K -177 -1%
PA
647
PFG Advisors
Arizona
$10.4M +$325K +565 +3%
Group One Trading
648
Group One Trading
Illinois
$10.4M +$295K +513 +3%
OAM
649
Oppenheimer Asset Management
New York
$10.4M -$1.65M -2,866 -14%
PAG
650
Private Advisory Group
Washington
$10.3M -$6.73M -11,695 -39%