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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 %
AWM
1201
Avior Wealth Management
Nebraska
$998K -$10.9K -36 -1%
HIS
1202
Harvest Investment Services
Illinois
$998K +$67.9K +224 +7%
AIL
1203
AGF Investments LLC
Ontario, Canada
$986K -$66.7K -220 -6%
PCM
1204
Princeton Capital Management
New Jersey
$986K -$12.1K -40 -1%
TCOT
1205
Trust Company of Toledo
Ohio
$985K +$20.6K +68 +2%
PAM
1206
Peak Asset Management
Colorado
$985K +$76.7K +253 +8%
BA
1207
Birinyi Associates
Connecticut
$985K +$303K +1,000 +44%
HCM
1208
Horan Capital Management
Maryland
$983K -$1.52K -5 -0.2%
BOM
1209
Bank of Marin
California
$982K +$43.4K +143 +5%
AWM
1210
Aries Wealth Management
Maine
$978K +$43.4K +143 +5%
GBBWRPM
1211
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$976K -$23.7K -78 -2%
SA
1212
Strategic Advisors
New York
$975K +$89.9K +274 +10%
MHIC
1213
Marble Harbor Investment Counsel
Massachusetts
$969K
TFA
1214
Teamwork Financial Advisors
Texas
$967K -$142K -470 -13%
ACM
1215
Argent Capital Management
Missouri
$963K
DFA
1216
Delta Financial Advisors
Louisiana
$962K +$106K +350 +12%
CIC
1217
Crawford Investment Counsel
Georgia
$960K -$14.9K -49 -2%
KTC
1218
Kistler-Tiffany Companies
Pennsylvania
$958K +$109K +358 +13%
FC
1219
Forte Capital
New York
$954K +$954K +3,145 New
LWM
1220
Loveless Wealth Management
Montana
$951K -$12.1K -40 -1%
CFA
1221
Carroll Financial Associates
North Carolina
$949K +$30.6K +101 +3%
BWM
1222
Bernicke Wealth Management
Wisconsin
$946K -$451K -1,489 -32%
CPA
1223
Court Place Advisors
Maryland
$944K +$30.3K +100 +3%
MMPW
1224
Mitchell McLeod Pugh & Williams
Alabama
$944K +$48.5K +160 +5%
SAMC
1225
Spectrum Asset Management (California)
California
$943K -$120K -397 -11%