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Costco

2,340 hedge funds and large institutions have $104B invested in Costco in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,117 increasing their positions, 783 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
Holders Change %
0%
% of All Funds
41.2%
Holding in Top 10
103
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-13.45%
% of All Funds
1.81%
New
157
Increased
1,117
Reduced
783
Closed
128
Calls
$3.22B
Puts
$3.54B
Net Calls
-$314M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Shares
Change %
FCBT
1101
First Citizens Bank & Trust
North Carolina
$1.8M -$2.03M -5,768 -53%
SWIG
1102
Strategic Wealth Investment Group
Kentucky
$1.8M +$504K +1,431 +39%
HIM
1103
Hotaling Investment Management
Pennsylvania
$1.79M +$33.5K +95 +2%
APP
1104
Avantax Planning Partners
Iowa
$1.79M -$89.9K -255 -5%
BAS
1105
Brown Advisory Securities
Maryland
$1.78M +$145K +411 +9%
AIIMS
1106
Analyst IMS Investment Management Services
Israel
$1.78M +$300K +850 +20%
CF
1107
Centaurus Financial
California
$1.77M +$548K +1,556 +45%
SLG
1108
Stanley-Laman Group
Pennsylvania
$1.77M +$36.7K +104 +2%
CSPIA
1109
Cary Street Partners Investment Advisory
Virginia
$1.77M -$209K -592 -11%
SOAMC
1110
Spirit of America Management Corp
New York
$1.76M -$52.9K -150 -3%
GD
1111
Grandfield & Dodd
New York
$1.76M
SIM
1112
Stratos Investment Management
Ohio
$1.76M -$35.2K -100 -2%
DT
1113
Diversified Trust
Tennessee
$1.75M +$123K +348 +8%
FIM
1114
Freedom Investment Management
Connecticut
$1.75M +$491K +1,392 +39%
CIA
1115
CSat Investment Advisory
Michigan
$1.75M -$464K -1,316 -21%
MC
1116
Moors & Cabot
Massachusetts
$1.75M -$213K -605 -11%
SM
1117
SG3 Management
Puerto Rico
$1.75M +$1.75M +4,950 New
TNA
1118
True North Advisors
Texas
$1.74M -$1.76K -5 -0.1%
WMC
1119
Westwood Management Corporation
Illinois
$1.73M
BP
1120
Ballentine Partners
Massachusetts
$1.73M -$6.34K -18 -0.4%
AIM
1121
Anchor Investment Management
South Carolina
$1.72M +$349K +989 +25%
PBF
1122
Petix & Botte Financial
California
$1.72M
GCA
1123
Guardian Capital Advisors
Ontario, Canada
$1.72M +$419K +1,153 +32%
JFA
1124
Johanson Financial Advisors
California
$1.71M +$35.2K +97 +2%
VWM
1125
Vigilare Wealth Management
Arizona
$1.71M +$712K +2,020 +71%