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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 %
WAM
726
World Asset Management
Michigan
$4.6M -$253K -681 -5%
ELI
727
Empire Life Investments
Ontario, Canada
$4.6M -$58.9K -167 -1%
JWBC
728
J.W. Burns & Co
New York
$4.6M +$226K +641 +5%
KJHP
729
K.J. Harrison & Partners
Ontario, Canada
$4.59M +$795K +2,255 +21%
JG
730
Jefferies Group
New York
$4.59M -$3.31M -9,390 -42%
GIM
731
Goelzer Investment Management
Indiana
$4.57M -$207K -587 -4%
KCM
732
Kanawha Capital Management
Virginia
$4.56M +$129K +367 +3%
Tudor Investment Corp
733
Tudor Investment Corp
Connecticut
$4.55M +$3.93M +11,148 +632%
AMM
734
American Money Management
California
$4.53M +$712K +2,019 +19%
SLI
735
Sumitomo Life Insurance
Japan
$4.53M -$163K -462 -3%
MCM
736
McMillion Capital Management
North Carolina
$4.52M +$1.76K +5 +0%
OIA
737
Optimum Investment Advisors
Illinois
$4.5M +$35.2K +100 +0.8%
BBL
738
Beck Bode LLC
Massachusetts
$4.5M +$4.5M +12,768 New
NA
739
NewEdge Advisors
Louisiana
$4.5M -$853K -2,420 -16%
S
740
Seeyond
France
$4.49M +$592K +1,679 +15%
SIMM
741
Stillwater Investment Management (Minnesota)
Minnesota
$4.46M +$45.8K +130 +1%
RC
742
RegentAtlantic Capital
New Jersey
$4.45M +$766K +2,174 +21%
ISWM
743
Independent Solutions Wealth Management
New York
$4.45M -$87.4K -248 -2%
LNWWM
744
Laird Norton Wetherby Wealth Management
California
$4.43M -$538K -1,525 -11%
Fayez Sarofim & Co
745
Fayez Sarofim & Co
Texas
$4.43M +$10.6K +30 +0.2%
SCM
746
Southport Capital Management
Tennessee
$4.4M +$899K +2,551 +26%
BCI
747
Brinker Capital Investments
Pennsylvania
$4.39M +$188K +532 +4%
KRSITF
748
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.38M -$102K -290 -2%
1SB
749
1ST Source Bank
Indiana
$4.37M +$240K +682 +6%
UBPAM
750
Union Bancaire Privee Asset Management
New York
$4.36M -$687K -1,950 -14%