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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 %
RWA
1226
Ropes Wealth Advisors
Massachusetts
$943K +$34.6K +114 +4%
ACH
1227
ArrowMark Colorado Holdings
Colorado
$940K -$133K -438 -12%
SFSIG
1228
San Francisco Sentry Investment Group
California
$939K +$196K +646 +26%
VIA
1229
Vident Investment Advisory
Georgia
$938K -$30.9K -102 -3%
MAM
1230
Meeder Asset Management
Ohio
$936K -$4.91M -16,202 -84%
NME
1231
Notis-McConarty Edward
$936K -$12.1K -40 -1%
OFG
1232
Oxford Financial Group
Indiana
$935K -$62.8K -207 -6%
BC
1233
Burney Company
Virginia
$935K +$116K +384 +14%
BPC
1234
Banque Pictet & Cie
Switzerland
$925K
SIC
1235
Salem Investment Counselors
North Carolina
$924K +$1.82K +6 +0.2%
FG
1236
Fiduciary Group
Georgia
$917K +$4.85K +16 +0.5%
ST
1237
Spinnaker Trust
Maine
$912K -$58.2K -192 -6%
ANRIA
1238
American National Registered Investment Advisor
Texas
$911K
HI
1239
Hoey Investments
Pennsylvania
$911K +$901K +2,971 +9,003%
ESBC
1240
E.S. Barr & Co
Kentucky
$910K -$3.94K -13 -0.4%
PCTC
1241
Perkins Coie Trust Company
Washington
$905K -$39.4K -130 -4%
CFG
1242
Cooper Financial Group
California
$903K +$72.7K +240 +9%
TWM
1243
Titus Wealth Management
California
$901K +$75.2K +248 +9%
EF
1244
Empirical Finance
Pennsylvania
$899K +$110K +363 +14%
MSFP
1245
Mark Sheptoff Financial Planning
Connecticut
$898K +$15.2K +50 +2%
SWIG
1246
Strategic Wealth Investment Group
Kentucky
$895K +$113K +372 +14%
JWCA
1247
J.W. Coons Advisors
Ohio
$894K +$50.4K +167 +6%
OEP
1248
Ocean Endowment Partners
Illinois
$891K -$144K -504 -14%
MCM
1249
Murphy Capital Management
New Jersey
$891K +$18.2K +60 +2%
LNB
1250
Ledyard National Bank
$891K +$87K +287 +11%