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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 %
EAM
976
Eagle Asset Management
Florida
$4.12M +$172K +305 +4%
CT
977
Coastline Trust
Rhode Island
$4.11M +$50K +88 +1%
SCA
978
Snowden Capital Advisors
New York
$4.11M +$57.9K +102 +1%
SFS
979
Stiles Financial Services
Minnesota
$4.08M +$4.08M +7,187 New
AIA
980
Angeles Investment Advisors
California
$4.08M +$249K +439 +7%
SCM
981
Salem Capital Management
Massachusetts
$4.07M -$461K -812 -10%
CPWA
982
Cerro Pacific Wealth Advisors
California
$4.03M -$284K -500 -7%
SCM
983
Schnieders Capital Management
California
$4.03M +$496K +874 +14%
CCM
984
Cinctive Capital Management
New York
$4.01M +$4.01M +7,069 New
MAM
985
Marketfield Asset Management
New York
$4.01M -$5.18M -9,131 -56%
EHWM
986
Eads & Heald Wealth Management
Georgia
$4.01M -$258K -454 -6%
NWM
987
Northcape Wealth Management
New York
$4.01M +$4.01M +7,056 New
CCP
988
Corient Capital Partners
California
$4M +$192K +339 +5%
HCM
989
Hall Capital Management
Rhode Island
$3.99M +$135K +237 +3%
CHJWM
990
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.99M -$141K -295 -3%
SLG
991
Stanley-Laman Group
Pennsylvania
$3.97M +$653K +1,150 +20%
WIC
992
Woodmont Investment Counsel
Tennessee
$3.96M
DWT
993
Dorsey & Whitney Trust
South Dakota
$3.94M -$300K -528 -7%
CWM
994
Calamos Wealth Management
Illinois
$3.94M +$618K +1,088 +19%
SMFG
995
Sumitomo Mitsui Financial Group
Japan
$3.92M +$510K +898 +15%
NB
996
Nicolet Bankshares
Wisconsin
$3.91M +$118K +208 +3%
HWM
997
Hohimer Wealth Management
Washington
$3.9M +$908K +1,600 +30%
EB
998
Eastern Bank
Massachusetts
$3.9M +$32.4K +57 +0.8%
SIC
999
Salem Investment Counselors
North Carolina
$3.89M +$2.12M +3,738 +120%
WCM
1000
Wisconsin Capital Management
Wisconsin
$3.89M -$11.4K -20 -0.3%