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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 %
GIM
1251
Grassi Investment Management
California
$2.38M +$42.6K +75 +2%
SIM
1252
Sentry Investment Management
Wisconsin
$2.37M +$232K +408 +11%
BMC
1253
Beaton Management Company
Massachusetts
$2.35M -$3.41K -6 -0.1%
OAM
1254
Oak Asset Management
California
$2.35M -$22.7K -40 -1%
ANTB
1255
AMG National Trust Bank
Colorado
$2.35M +$265K +467 +13%
GIA
1256
Guyasuta Investment Advisors
Pennsylvania
$2.34M
GBT
1257
Grove Bank & Trust
Florida
$2.33M +$51.7K +91 +2%
WAM
1258
Werlinich Asset Management
Connecticut
$2.33M
SIG
1259
Sargent Investment Group
Maryland
$2.32M +$35.8K +63 +2%
RCM
1260
RNC Capital Management
California
$2.32M +$406K +716 +21%
MIM
1261
MTM Investment Management
South Carolina
$2.32M -$24.4K -43 -1%
SF
1262
Summit Financial
New Jersey
$2.32M +$634K +1,117 +38%
SHGA
1263
Sand Hill Global Advisors
California
$2.31M -$15.3K -27 -0.7%
SN
1264
Sittner & Nelson
Oregon
$2.31M -$25K -44 -1%
JAM
1265
Jupiter Asset Management
United Kingdom
$2.31M +$1.22M +2,158 +112%
CWS
1266
Cypress Wealth Services
California
$2.3M -$7.95K -14 -0.3%
FCBT
1267
First Citizens Bank & Trust
North Carolina
$2.29M -$151K -266 -6%
KTC
1268
Kistler-Tiffany Companies
Pennsylvania
$2.29M +$68.7K +121 +3%
SBIA
1269
Sheaff Brock Investment Advisors
Indiana
$2.29M +$170K +300 +8%
AWA
1270
Alta Wealth Advisors
Massachusetts
$2.29M +$102K +180 +5%
HPCM
1271
Hunter Perkins Capital Management
Illinois
$2.27M
WHG
1272
Westwood Holdings Group
Texas
$2.27M -$584K -1,028 -20%
CCMG
1273
Clark Capital Management Group
Pennsylvania
$2.27M +$318K +560 +16%
VWM
1274
Vigilare Wealth Management
Arizona
$2.26M -$112K -198 -5%
OBGC
1275
O'Brien Greene & Co
Pennsylvania
$2.26M -$6.81K -12 -0.3%