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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 %
FMB
1176
Field & Main Bank
Kentucky
$2.82M +$223K +392 +9%
PBF
1177
Petix & Botte Financial
California
$2.81M -$2.81M -4,951 -50%
GEA
1178
Glen Eagle Advisors
New Jersey
$2.8M +$63K +111 +2%
XSC
1179
X-Square Capital
Puerto Rico
$2.79M -$68.1K -120 -2%
WMC
1180
Westwood Management Corporation
Illinois
$2.78M
DMBA
1181
Deseret Mutual Benefit Administrators
Utah
$2.75M +$22.1K +39 +0.8%
GPA
1182
Garrison Point Advisors
California
$2.74M -$2.84K -5 -0.1%
BP
1183
Ballentine Partners
Massachusetts
$2.74M +$163K +287 +6%
NPA
1184
Nichols & Pratt Advisers
Massachusetts
$2.74M +$241K +425 +10%
CWP
1185
CFM Wealth Partners
Texas
$2.74M +$282K +497 +11%
AIIMS
1186
Analyst IMS Investment Management Services
Israel
$2.74M -$11.3K -20 -0.4%
UBG
1187
United Bank (Georgia)
Georgia
$2.73M -$81.8K -144 -3%
VCM
1188
Verde Capital Management
Michigan
$2.73M -$203K -358 -7%
VMPIC
1189
Varma Mutual Pension Insurance Co
Finland
$2.72M
FHB
1190
First Hawaiian Bank
Hawaii
$2.72M +$1.17M +2,060 +75%
DA
1191
DCM Advisors
New York
$2.72M +$472K +832 +21%
WP
1192
WealthSource Partners
California
$2.71M +$488K +860 +22%
YWP
1193
YorkBridge Wealth Partners
New York
$2.71M
CWMU
1194
Caliber Wealth Management (Utah)
Utah
$2.7M +$298K +592 +12%
BRG
1195
Bay Rivers Group
Virginia
$2.7M +$103K +181 +4%
JWM
1196
JGP Wealth Management
Oregon
$2.7M +$142K +258 +6%
SACTSONJ
1197
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.7M
FMN
1198
Financial Management Network
California
$2.7M +$4.51K +8 +0.2%
PA
1199
Procyon Advisors
Connecticut
$2.67M +$106K +186 +4%
CCM
1200
Condor Capital Management
New Jersey
$2.67M