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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 %
CT
1076
Chicago Trust
Illinois
$3.33M +$552K +972 +20%
SFS
1077
Strategic Financial Services
New York
$3.33M -$97.1K -171 -3%
KAM
1078
Knightsbridge Asset Management
California
$3.33M +$103K +181 +3%
AGA
1079
Accuvest Global Advisors
Utah
$3.32M -$1.79M -3,154 -35%
GAMC
1080
Garner Asset Management Corp
Texas
$3.31M +$17.6K +31 +0.5%
BMC
1081
Benin Management Corp
Connecticut
$3.31M -$146K -258 -4%
SM
1082
Sciencast Management
New Jersey
$3.29M +$3.29M +5,830 New
AA
1083
ALPS Advisors
Colorado
$3.28M -$304K -535 -8%
PCM
1084
Parsons Capital Management
Rhode Island
$3.28M +$87.4K +154 +3%
LWMM
1085
Legacy Wealth Management (Mississippi)
Mississippi
$3.26M +$4.54K +8 +0.1%
IPW
1086
Inlet Private Wealth
Florida
$3.26M
UFF
1087
USA Financial Formulas
Michigan
$3.26M +$3.26M +5,737 +143,425%
SAM
1088
S.A. Mason
Michigan
$3.25M -$28.4K -50 -0.9%
RWA
1089
Roberts Wealth Advisors
California
$3.24M -$2.83K -5 -0.1%
AA
1090
Altman Advisors
Illinois
$3.24M -$149K -310 -4%
AIM
1091
Anchor Investment Management
South Carolina
$3.23M +$837K +1,474 +35%
MWM
1092
Modera Wealth Management
New Jersey
$3.23M +$1.81M +3,183 +127%
HFM
1093
Harvest Fund Management
China
$3.23M +$947K +1,679 +42%
USGIU
1094
U.S. Global Investors (USGI)
Texas
$3.23M -$227K -400 -7%
EWM
1095
Elmwood Wealth Management
California
$3.21M +$3.21M +5,653 New
IIA
1096
ICW Investment Advisors
Arizona
$3.2M -$46K -81 -1%
HWM
1097
HB Wealth Management
Georgia
$3.2M +$3.2M +5,638 New
OPPTF
1098
OPSEU Pension Plan Trust Fund
Ontario, Canada
$3.19M +$352K +620 +12%
MCCP
1099
Mission Creek Capital Partners
California
$3.19M -$14.2K -25 -0.4%
KHLMTHM
1100
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.19M