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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 %
4WM
826
44 Wealth Management
Oregon
$5.72M -$329K -580 -5%
NSIM
827
North Star Investment Management
Illinois
$5.71M +$65.8K +116 +1%
BC
828
Brookfield Corp
Ontario, Canada
$5.71M +$3.08M +5,434 +118%
MAM
829
Meeder Asset Management
Ohio
$5.71M +$3.29M +5,797 +136%
CI
830
Cigna Investments
Connecticut
$5.7M -$2.05M -3,616 -26%
HIC
831
Hartline Investment Corp
Illinois
$5.69M -$852K -1,501 -13%
LCH
832
Lee Capital Holdings
New York
$5.68M
SW
833
SlateStone Wealth
Florida
$5.67M -$234K -413 -4%
Capstone Investment Advisors
834
Capstone Investment Advisors
New York
$5.65M +$4.52M +7,959 +399%
TCM
835
Telos Capital Management
California
$5.64M -$146K -258 -3%
SLI
836
Sumitomo Life Insurance
Japan
$5.6M -$333K -587 -6%
BS
837
Boenning & Scattergood
Pennsylvania
$5.55M -$87.4K -154 -2%
NF
838
Nikulski Financial
Iowa
$5.55M +$141K +249 +3%
S
839
SignatureFD
Georgia
$5.55M +$670K +1,180 +14%
TI
840
Trexquant Investment
Connecticut
$5.53M -$3.79M -6,681 -41%
CWM
841
Chronos Wealth Management
Florida
$5.52M -$68.1K -120 -1%
PC
842
Pecaut & Co
Iowa
$5.51M -$43.7K -77 -0.8%
CAM
843
Cypress Asset Management
Texas
$5.49M -$36.3K -64 -0.7%
BBNA
844
Bremer Bank National Association
Minnesota
$5.48M +$383K +675 +8%
MNBTD
845
Moody National Bank Trust Division
Texas
$5.45M -$16.7M -29,366 -75%
PBC
846
Pavion Blue Capital
California
$5.44M -$27.3K -48 -0.5%
LSA
847
Lion Street Advisors
Texas
$5.43M +$6.25K +11 +0.1%
CI
848
CX Institutional
Indiana
$5.43M -$19.9K -35 -0.4%
CWM
849
Concentric Wealth Management
California
$5.39M -$93.1K -164 -2%
PWS
850
Peterson Wealth Services
Utah
$5.38M +$5.38M +9,479 New