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Costco

2,074 hedge funds and large institutions have $93B invested in Costco in 2020 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 926 increasing their positions, 728 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,074
Holders Change
+33
Holders Change %
+1.62%
% of All Funds
42.63%
Holding in Top 10
108
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-33.33%
% of All Funds
2.22%
New
173
Increased
926
Reduced
728
Closed
119
Calls
$1.79B
Puts
$2.49B
Net Calls
-$706M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
951
Wealthspire Advisors (Maryland)
Maryland
$1.91M +$207K +682 +12%
CAM
952
Covenant Asset Management
New Jersey
$1.89M -$30.3K -100 -2%
SW
953
StrongBox Wealth
Missouri
$1.88M +$285K +939 +18%
GPFA
954
Game Plan Financial Advisors
Ohio
$1.87M +$293K +967 +19%
IWC
955
Integrated Wealth Concepts
Massachusetts
$1.87M +$610K +2,011 +48%
CAM
956
Columbia Asset Management
Michigan
$1.86M -$3.03K -10 -0.2%
CFGS
957
Concourse Financial Group Securities
Alabama
$1.86M -$70.4K -232 -4%
MMG
958
Monetary Management Group
Missouri
$1.86M +$622K +2,050 +50%
IMRF
959
Illinois Municipal Retirement Fund
Illinois
$1.85M -$1.41M -4,655 -43%
PL
960
Perpetual Ltd
Australia
$1.85M +$368K +1,212 +25%
HW
961
Hedeker Wealth
Illinois
$1.85M +$1.85M +6,101 New
IWM
962
IHT Wealth Management
Illinois
$1.84M +$20.6K +68 +1%
ITIM
963
Indiana Trust & Investment Management
Indiana
$1.84M -$60.7K -200 -3%
UCMOK
964
United Capital Management of KS
Kansas
$1.84M +$1.84M +6,057 New
EAM
965
Eagle Asset Management
Florida
$1.84M +$48.9K +162 +3%
SBSB
966
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.83M +$10.3K +34 +0.6%
TPA
967
Trivium Point Advisory
Connecticut
$1.83M +$117K +377 +7%
FIM
968
Fruth Investment Management
Texas
$1.82M -$5.15K -17 -0.3%
WAS
969
WESPAC Advisors SoCal
California
$1.82M -$4.09M -12,535 -69%
LW
970
Linscomb Wealth
Texas
$1.82M +$504K +1,662 +38%
VC
971
Voit & Company
Wisconsin
$1.82M +$47.3K +156 +3%
EWM
972
Elmwood Wealth Management
California
$1.81M -$369K -1,216 -17%
AA
973
Auxano Advisors
Washington
$1.79M +$67.9K +224 +4%
TSS
974
Two Sigma Securities
New York
$1.79M +$324K +1,068 +22%
SC
975
Savant Capital
Illinois
$1.79M +$25.5K +84 +1%