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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 %
GD
1051
Grandfield & Dodd
New York
$1.79M +$7.81K +22 +0.4%
DLA
1052
Douglas Lane & Associates
New York
$1.79M +$62.8K +177 +4%
AIA
1053
Angeles Investment Advisors
California
$1.79M
SIG
1054
Sargent Investment Group
Maryland
$1.78M +$5.32K +15 +0.3%
SAMH
1055
Shanda Asset Management Holdings
British Virgin Islands
$1.78M +$1.78M +5,000 New
GPA
1056
Garrison Point Advisors
California
$1.77M -$7.1K -20 -0.4%
DI
1057
DFPG Investments
Utah
$1.77M +$810K +2,232 +84%
SMFG
1058
Sumitomo Mitsui Financial Group
Japan
$1.77M +$1.09M +3,070 +159%
BDF
1059
Balasa Dinverno & Foltz
$1.77M -$14.6K -41 -0.8%
PGWM
1060
Parisi Gray Wealth Management
New Jersey
$1.77M +$44K +124 +3%
FMB
1061
Field & Main Bank
Kentucky
$1.76M +$46.2K +130 +3%
HIM
1062
Hotaling Investment Management
Pennsylvania
$1.76M +$29.8K +84 +2%
FSC
1063
Full Sail Capital
Oklahoma
$1.76M -$37.7K -98 -2%
MF
1064
Magnetar Financial
Illinois
$1.76M +$1.76M +4,954 New
WMC
1065
Westwood Management Corporation
Illinois
$1.74M
Kovitz Investment Group Partners
1066
Kovitz Investment Group Partners
Illinois
$1.73M -$50.8K -143 -3%
PBF
1067
Petix & Botte Financial
California
$1.73M -$1.73M -4,875 -50%
AG
1068
Algert Global
California
$1.71M -$345K -971 -17%
PCM
1069
Parsons Capital Management
Rhode Island
$1.71M +$46.5K +131 +3%
UBG
1070
United Bank (Georgia)
Georgia
$1.71M +$44K +124 +3%
WSTAM
1071
Wilbanks Smith & Thomas Asset Management
Virginia
$1.71M -$5.33K -15 -0.3%
CCM
1072
Coe Capital Management
Illinois
$1.71M
ACM
1073
Allred Capital Management
Texas
$1.7M +$12.1K +34 +0.7%
Westfield Capital Management
1074
Westfield Capital Management
Massachusetts
$1.7M +$401K +1,130 +31%
SSWM
1075
Smith Salley Wealth Management
North Carolina
$1.7M -$12.4K -35 -0.7%