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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 %
SC
1251
Scholtz & Company
Connecticut
$889K -$28.2K -93 -3%
LAIC
1252
Lederer & Associates Investment Counsel
California
$889K +$889K +2,933 New
LIM
1253
Leavell Investment Management
Alabama
$888K +$153K +506 +21%
NB
1254
NBT Bank
New York
$884K -$33.4K -110 -4%
DT
1255
Diversified Trust
Tennessee
$883K -$54.6K -180 -6%
SXL
1256
Summit X LLC
Missouri
$877K +$19.1K +63 +2%
DTL
1257
Dynamic Technology Lab
Singapore
$876K -$2.35M -7,753 -73%
MCM
1258
Maryland Capital Management
Maryland
$871K +$27K +89 +3%
CPO
1259
Cerity Partners OCIO
New York
$868K +$72.2K +238 +9%
HS
1260
Horan Securities
United States
$867K
SS
1261
Sunbelt Securities
Texas
$864K +$50.3K +166 +6%
HB
1262
Homrich & Berg
Georgia
$862K -$10.3K -34 -1%
AC
1263
Arjuna Capital
North Carolina
$859K +$12.4K +41 +1%
FL
1264
Fort LP
Maryland
$858K -$1.19M -3,936 -58%
FIM
1265
Freedom Investment Management
Connecticut
$857K -$143K -473 -14%
CM
1266
Castleark Management
Illinois
$849K -$12.7M -41,980 -94%
LSAG
1267
Lake Street Advisors Group
New Hampshire
$849K -$35.5K -117 -4%
RCAG
1268
Rehmann Capital Advisory Group
Michigan
$846K +$24.7K +83 +3%
BC
1269
Brinker Capital
Pennsylvania
$844K +$564K +1,861 +201%
VWM
1270
Vigilare Wealth Management
Arizona
$843K +$909 +3 +0.1%
BCCM
1271
Bridge Creek Capital Management
Massachusetts
$842K -$16.7K -55 -2%
TWM
1272
Triton Wealth Management
Arizona
$842K -$655 -2 -0.1%
WIA
1273
Wealthstreet Investment Advisors
Texas
$842K
CBN
1274
Cadence Bank NA
Texas
$842K +$81.8K +270 +11%
CCMG
1275
Clark Capital Management Group
Pennsylvania
$840K -$19M -62,793 -96%