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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 %
PTC
876
Philadelphia Trust Company
Pennsylvania
$2.79M -$16.7K -47 -0.6%
GWCM
877
Godshalk Welsh Capital Management
Pennsylvania
$2.79M +$8.88K +25 +0.3%
MAM
878
Morse Asset Management
Connecticut
$2.78M +$26.6K +75 +1%
CT
879
Clearstead Trust
Maine
$2.78M +$143K +402 +5%
SBL
880
Sargent Bickham Lagudis
Colorado
$2.77M -$26.6K -75 -1%
HCM
881
Hollencrest Capital Management
California
$2.77M -$2.84K -8 -0.1%
SC
882
Samlyn Capital
New York
$2.76M +$2.76M +7,777 New
IWC
883
Integrated Wealth Concepts
Massachusetts
$2.76M +$572K +1,611 +26%
CIA
884
Capital Investment Advisors
Georgia
$2.76M +$175K +494 +7%
IMOV
885
Investment Management of Virginia
Virginia
$2.75M -$250K -705 -8%
HCM
886
Hall Capital Management
Rhode Island
$2.75M -$56.7K -160 -2%
ACA
887
Aptus Capital Advisors
Alabama
$2.74M +$61.1K +172 +2%
CCT
888
Country Club Trust
Missouri
$2.73M -$18.8K -53 -0.7%
DL
889
DOHJ LLC
Washington
$2.73M -$148K -383 -5%
PWM
890
Peterson Wealth Management
Nevada
$2.73M -$166K -467 -6%
OCM
891
Orser Capital Management
Texas
$2.73M +$138K +389 +5%
NL
892
NVWM LLC
Pennsylvania
$2.7M +$73.8K +208 +3%
RWA
893
RGT Wealth Advisors
Texas
$2.69M
BFC
894
Blue Fin Capital
Rhode Island
$2.69M +$21.3K +60 +0.8%
CI
895
CX Institutional
Indiana
$2.68M -$1.91M -5,387 -42%
CAS
896
Cascadia Advisory Services
Oregon
$2.68M +$82.7K +233 +3%
WA
897
WBH Advisory
Maryland
$2.68M -$105K -297 -4%
FRA
898
Front Row Advisors
California
$2.67M -$33.8K -87 -1%
SIC
899
Sigma Investment Counselors
Michigan
$2.67M -$3.28M -9,228 -55%
RGIA
900
Rainier Group Investment Advisory
Washington
$2.66M -$113K -318 -4%