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Costco

2,074 hedge funds and large institutions have $93B invested in Costco in 2020 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 926 increasing their positions, 728 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,074
Holders Change
+33
Holders Change %
+1.62%
% of All Funds
42.63%
Holding in Top 10
108
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-33.33%
% of All Funds
2.22%
New
173
Increased
926
Reduced
728
Closed
119
Calls
$1.79B
Puts
$2.49B
Net Calls
-$706M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
BAMF
1101
BI Asset Management Fondsmaeglerselskab
Denmark
$1.26M -$344K -1,133 -21%
HMS
1102
Hanseatic Management Services
New Mexico
$1.25M -$252K -831 -17%
PPW
1103
Parcion Private Wealth
Washington
$1.25M +$203K +650 +19%
GW
1104
GW & Wade
Massachusetts
$1.25M +$909 +3 +0.1%
HWM
1105
Hohimer Wealth Management
Washington
$1.23M +$407K +1,342 +49%
HFM
1106
Harvest Fund Management
China
$1.23M -$448K -1,470 -27%
ME
1107
McIlrath & Eck
Washington
$1.23M +$66.4K +219 +6%
BST
1108
Bath Savings Trust
Maine
$1.23M +$719K +2,370 +141%
MLM
1109
Mount Lucas Management
Pennsylvania
$1.23M +$1.23M +4,053 New
KF
1110
Krilogy Financial
Missouri
$1.23M +$872K +2,878 +245%
CRWM
1111
Castle Rock Wealth Management
California
$1.23M +$524K +1,541 +74%
WHG
1112
Westwood Holdings Group
Texas
$1.22M +$53.1K +175 +5%
SBIA
1113
Sheaff Brock Investment Advisors
Indiana
$1.22M +$91.6K +302 +8%
RDWM
1114
Red Door Wealth Management
Tennessee
$1.22M +$112K +368 +10%
NIM
1115
NuWave Investment Management
New Jersey
$1.22M -$53.7K -175 -4%
BO
1116
BRR OpCo
Ohio
$1.22M +$48.8K +161 +4%
BFA
1117
Beaumont Financial Advisors
Massachusetts
$1.22M -$6.37K -21 -0.5%
HPCM
1118
Hunter Perkins Capital Management
Illinois
$1.21M +$1.21M +4,000 New
OBGC
1119
O'Brien Greene & Co
Pennsylvania
$1.21M
AWS
1120
AJ Wealth Strategies
New York
$1.21M +$505K +1,667 +72%
III
1121
Independent Investors Inc
New York
$1.21M
CCA
1122
Checchi Capital Advisers
California
$1.21M -$46.7K -154 -4%
BW
1123
Bison Wealth
Georgia
$1.21M +$24.3K +80 +2%
HT
1124
Heritage Trust
Oklahoma
$1.2M +$26.7K +88 +2%
CI Investments Inc
1125
CI Investments Inc
Ontario, Canada
$1.2M +$1.1M +3,634 +1,108%