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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 %
BDF
1051
Balasa Dinverno & Foltz
$3.5M +$38.6K +68 +1%
FG
1052
Fiduciary Group
Georgia
$3.49M +$568 +1 +0%
BCM
1053
Bancreek Capital Management
California
$3.49M +$3.49M +6,150 New
PTC
1054
Philadelphia Trust Company
Pennsylvania
$3.47M -$39.2K -69 -1%
SG
1055
Somerset Group
Minnesota
$3.47M
PDN
1056
Pensionfund DSM Netherlands
Netherlands
$3.46M
DLA
1057
Douglas Lane & Associates
New York
$3.45M -$81.2K -143 -2%
CNC
1058
Citizens & Northern Corp
Pennsylvania
$3.45M -$106K -186 -3%
RCG
1059
Regatta Capital Group
California
$3.44M +$3.44M +6,067 New
RIA
1060
Regal Investment Advisors
Michigan
$3.44M +$39.2K +69 +1%
SOAMC
1061
Spirit of America Management Corp
New York
$3.44M
TIA
1062
Tiemann Investment Advisors
California
$3.43M -$11.4K -20 -0.3%
WANY
1063
Wealthspire Advisors (New York)
New York
$3.43M -$846K -1,490 -20%
TWA
1064
TCI Wealth Advisors
Arizona
$3.43M -$263K -464 -7%
MWM
1065
Meridian Wealth Management
Kentucky
$3.4M -$44.9K -79 -1%
BIC
1066
Beach Investment Counsel
Pennsylvania
$3.39M -$874K -1,540 -20%
OIA
1067
OneDigital Investment Advisors
Kansas
$3.39M +$135K +237 +4%
CAC
1068
Certified Advisory Corp
Florida
$3.37M -$44.3K -78 -1%
HI
1069
Harrington Investments
California
$3.36M +$89.1K +157 +3%
PHIC
1070
Pine Haven Investment Counsel
Massachusetts
$3.36M +$3.36M +5,916 New
CA
1071
CoreCap Advisors
Michigan
$3.35M +$3.35M +5,894 New
BBWA
1072
Bell & Brown Wealth Advisors
California
$3.34M +$12.8K +24 +0.4%
TC
1073
TAGStone Capital
North Carolina
$3.34M +$3.34M +5,881 New
CS
1074
Comerica Securities
Michigan
$3.34M -$217K -383 -6%
BDS
1075
Banco de Sabadell
Florida
$3.33M +$25K +44 +0.8%