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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 %
CA
1101
CapWealth Advisors
Tennessee
$1.57M
IB
1102
Intrust Bank
Kansas
$1.57M -$13.5K -38 -0.9%
BS
1103
Banco Santander
Spain
$1.56M -$102K -288 -6%
JFA
1104
Johanson Financial Advisors
California
$1.56M +$39.1K +109 +3%
AWM
1105
Avior Wealth Management
Nebraska
$1.56M +$391K +1,100 +33%
HFA
1106
HC Financial Advisors
California
$1.56M -$56.1K -158 -3%
BPGAM
1107
BTG Pactual Global Asset Management
Bermuda
$1.56M -$1.7M -4,794 -52%
GI
1108
GS Investments
Minnesota
$1.56M -$904K -2,547 -37%
SAM
1109
Strategy Asset Managers
California
$1.55M +$784K +2,209 +103%
BO
1110
BRR OpCo
Ohio
$1.54M +$120K +338 +8%
PFS
1111
Physicians Financial Services
North Carolina
$1.53M
WHG
1112
Westwood Holdings Group
Texas
$1.53M +$93.3K +263 +7%
RCA
1113
Resonant Capital Advisors
Wisconsin
$1.52M -$12.4K -35 -0.8%
ZCI
1114
Zevenbergen Capital Investments
Washington
$1.52M -$23.1K -65 -1%
HWM
1115
Hohimer Wealth Management
Washington
$1.5M -$21.8K -58 -1%
BCWM
1116
Blue Chip Wealth Management
Florida
$1.49M +$128K +360 +9%
SHGA
1117
Sand Hill Global Advisors
California
$1.49M -$355 -1 -0%
AIIMS
1118
Analyst IMS Investment Management Services
Israel
$1.49M
TC
1119
TownSquare Capital
Utah
$1.49M +$651K +1,815 +77%
BSW
1120
Buckingham Strategic Wealth
Missouri
$1.49M +$210K +592 +16%
BWM
1121
BNC Wealth Management
Oregon
$1.49M +$1.49M +4,191 New
PCAP
1122
Pratt Collard Advisory Partners
New York
$1.49M -$71K -200 -5%
BMC
1123
Beaton Management Company
Massachusetts
$1.49M -$21.3K -60 -1%
DT
1124
Diversified Trust
Tennessee
$1.48M +$447K +1,259 +43%
GW
1125
GW & Wade
Massachusetts
$1.48M +$18.8K +53 +1%