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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 %
USGIU
1076
U.S. Global Investors (USGI)
Texas
$1.7M +$816K +2,300 +93%
AWA
1077
Arete Wealth Advisors
Illinois
$1.7M +$32K +90 +2%
NC
1078
NewSquare Capital
Pennsylvania
$1.69M +$371K +1,046 +28%
SACTSONJ
1079
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.69M
YWP
1080
YorkBridge Wealth Partners
New York
$1.68M +$1.24M +3,480 +275%
BAMF
1081
BI Asset Management Fondsmaeglerselskab
Denmark
$1.68M +$208K +586 +14%
BBI
1082
Baxter Bros Inc
Connecticut
$1.67M -$33.4K -94 -2%
GEA
1083
Glen Eagle Advisors
New Jersey
$1.67M +$49.7K +140 +3%
CWM
1084
Confluence Wealth Management
Oregon
$1.67M +$11.2K +39 +0.7%
GC
1085
Garde Capital
Washington
$1.67M +$22.7K +64 +1%
PIM
1086
Profit Investment Management
Maryland
$1.67M -$566K -1,595 -25%
BRC
1087
Bell Rock Capital
Delaware
$1.66M -$245K -690 -13%
VCM
1088
Virtue Capital Management
Tennessee
$1.66M +$140K +394 +9%
TLP
1089
Trinity Legacy Partners
Texas
$1.64M +$12.6K +33 +0.8%
SW
1090
SteelPeak Wealth
California
$1.63M -$3.78M -10,659 -70%
MWA
1091
Meridian Wealth Advisors
Texas
$1.63M +$95.8K +270 +6%
SCG
1092
Sonata Capital Group
Washington
$1.63M -$147K -415 -8%
RFA
1093
Reilly Financial Advisors
California
$1.63M -$47.6K -134 -3%
CSPIA
1094
Cary Street Partners Investment Advisory
Virginia
$1.62M +$1.14M +3,221 +238%
NWP
1095
Northstar Wealth Partners
Connecticut
$1.6M -$194K -547 -11%
MWM
1096
Madison Wealth Management
Ohio
$1.6M +$50.4K +142 +3%
VFA
1097
Valeo Financial Advisors
Indiana
$1.6M +$255K +718 +19%
AF
1098
Advisornet Financial
Minnesota
$1.59M +$47.6K +134 +3%
CCM
1099
Condor Capital Management
New Jersey
$1.58M -$14.2K -40 -0.9%
DSC
1100
Duncker Streett & Co
Missouri
$1.58M