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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 %
FWIA
851
Fort Washington Investment Advisors
Ohio
$3.01M -$263K -740 -8%
BAM
852
Belpointe Asset Management
Nevada
$3M -$722K -2,033 -19%
PIP
853
Peachtree Investment Partners
Florida
$3M +$993K +2,797 +50%
GT
854
Greenleaf Trust
Michigan
$2.99M +$48.6K +137 +2%
TA
855
TFG Advisers
Michigan
$2.99M +$17.7K +50 +0.6%
BP
856
Broadleaf Partners
Ohio
$2.99M -$16.7K -47 -0.6%
SCM
857
Salem Capital Management
Massachusetts
$2.98M
PCIA
858
Prime Capital Investment Advisors
Kansas
$2.97M +$165K +466 +6%
GCM
859
Geneva Capital Management
Wisconsin
$2.96M +$25.6K +72 +0.9%
NCGI
860
Next Century Growth Investors
Minnesota
$2.95M -$384K -1,083 -12%
AWM
861
Altium Wealth Management
New York
$2.94M +$43.3K +122 +1%
Fidelity International
862
Fidelity International
Bermuda
$2.93M
TWA
863
TCI Wealth Advisors
Arizona
$2.91M +$3.55K +10 +0.1%
GWM
864
Geneos Wealth Management
Colorado
$2.87M -$140K -408 -5%
SWA
865
Stratos Wealth Advisors
Ohio
$2.87M +$146K +410 +5%
EHWM
866
Eads & Heald Wealth Management
Georgia
$2.87M -$308K -867 -10%
SP
867
Symmetry Partners
Connecticut
$2.87M +$602K +1,696 +27%
S
868
SignatureFD
Georgia
$2.85M +$373K +1,051 +15%
GWSG
869
GPS Wealth Strategies Group
Colorado
$2.84M +$2.84M +8,008 New
BSA
870
Bull Street Advisors
Georgia
$2.84M -$51.5K -145 -2%
WC
871
Wexford Capital
Florida
$2.84M +$2.84M +8,000 New
PVH
872
Psagot Value Holdings
Israel
$2.83M
NFG
873
Nations Financial Group
Iowa
$2.83M +$14.6K +41 +0.5%
ST
874
Somerset Trust
Pennsylvania
$2.81M -$5.29K -18 -0.2%
JIR
875
James Investment Research
Ohio
$2.79M +$95.8K +270 +4%