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Costco

2,149 hedge funds and large institutions have $108B invested in Costco in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 897 increasing their positions, 788 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,149
Holders Change
+75
Holders Change %
+3.62%
% of All Funds
43.48%
Holding in Top 10
127
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+17.59%
% of All Funds
2.57%
New
165
Increased
897
Reduced
788
Closed
71
Calls
$3.49B
Puts
$3.54B
Net Calls
-$50.3M
Net Calls Change
+$656M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank Julius Baer & Co
826
Bank Julius Baer & Co
Switzerland
$3.23M -$74.1K -222 -2%
BWM
827
Buckley Wealth Management
Nevada
$3.23M
Lido Advisors
828
Lido Advisors
California
$3.2M -$391K -1,100 -11%
GWM
829
Graybill Wealth Management
Illinois
$3.2M -$26.3K -74 -0.8%
BCM
830
Blume Capital Management
California
$3.19M -$21.3K -60 -0.7%
DAM
831
Diamant Asset Management
Connecticut
$3.19M
ECM
832
Everence Capital Management
Indiana
$3.19M -$785K -2,210 -20%
BC
833
Brookfield Corp
Ontario, Canada
$3.19M +$3.19M +8,979 New
IFWM
834
Institute for Wealth Management
Colorado
$3.19M -$25.6K -72 -0.8%
VFA
835
Voya Financial Advisors
Connecticut
$3.17M +$144K +409 +5%
BS
836
Boenning & Scattergood
Pennsylvania
$3.17M +$227K +639 +8%
OPPTF
837
OPSEU Pension Plan Trust Fund
Ontario, Canada
$3.15M +$275K +772 +10%
PP
838
Paloma Partners
Connecticut
$3.13M -$3.07M -8,636 -49%
ECM
839
Evergreen Capital Management
Washington
$3.08M -$33.7K -95 -1%
TBA
840
Tower Bridge Advisors
Pennsylvania
$3.07M -$23.1K -65 -0.7%
PGIM
841
Pacific Global Investment Management
California
$3.07M -$97.3K -274 -3%
UTC
842
Unified Trust Company
Kentucky
$3.06M -$62.5K -176 -2%
HCA
843
Harbour Capital Advisors
Virginia
$3.06M +$9.94K +28 +0.3%
NF
844
Nikulski Financial
Iowa
$3.04M +$119K +334 +4%
CGL
845
Clarius Group LLC
Washington
$3.03M +$18.8K +53 +0.6%
BAM
846
Bellevue Asset Management
Washington
$3.03M -$37.3K -105 -1%
ANTB
847
AMG National Trust Bank
Colorado
$3.02M -$343K -965 -10%
MFS
848
Monetta Financial Services
Illinois
$3.02M
SDWIA
849
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.02M +$37.3K +105 +1%
SS
850
Simplicity Solutions
Minnesota
$3.01M +$44.4K +125 +1%