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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 %
PWP
1101
Principle Wealth Partners
Connecticut
$3.19M +$26.7K +47 +0.8%
GAM
1102
Gotham Asset Management
New York
$3.19M +$392K +690 +14%
PCM
1103
Pennsylvania Capital Management
Pennsylvania
$3.18M +$2.27M +4,000 +250%
KWA
1104
KCS Wealth Advisory
California
$3.18M +$112K +197 +4%
GL
1105
GHE LLC
Tennessee
$3.18M +$3.18M +5,597 New
PP
1106
Patron Partners
Texas
$3.18M +$52.8K +93 +2%
SSWM
1107
Sheets Smith Wealth Management
North Carolina
$3.16M +$1.7K +3 +0.1%
HVIA
1108
Hudson Valley Investment Advisors
New York
$3.15M -$132K -232 -4%
BBI
1109
Baxter Bros Inc
Connecticut
$3.15M +$92.5K +163 +3%
TRIA
1110
Trail Ridge Investment Advisors
Colorado
$3.15M +$3.15M +5,551 New
CAM
1111
Claret Asset Management
Quebec, Canada
$3.13M -$11.9K -21 -0.4%
FIM
1112
Fruth Investment Management
Texas
$3.13M +$56.8K +100 +2%
GT
1113
Glenview Trust
Kentucky
$3.13M +$71K +125 +2%
CCP
1114
Clarkston Capital Partners
Michigan
$3.13M +$167K +294 +6%
VFA
1115
Valeo Financial Advisors
Indiana
$3.13M -$63K -111 -2%
TNA
1116
True North Advisors
Texas
$3.13M +$347K +611 +12%
ANI
1117
American National Insurance
Texas
$3.13M -$18.3M -32,168 -85%
SAIG
1118
Semper Augustus Investments Group
Colorado
$3.12M -$3.97K -7 -0.1%
LI
1119
Lafayette Investments
Maryland
$3.12M +$426K +750 +16%
PB
1120
Pinnacle Bancorp
Nebraska
$3.11M -$10.2K -18 -0.3%
OTPPB
1121
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.11M -$141K -249 -4%
PWM
1122
Peterson Wealth Management
Nevada
$3.1M +$88K +155 +3%
JG
1123
Jefferies Group
New York
$3.09M +$852K +1,500 +38%
GSWM
1124
Golden State Wealth Management
California
$3.08M +$11.9K +21 +0.4%
VF
1125
Virtu Financial
New York
$3.06M +$3.06M +5,398 New