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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 %
EH
1301
Equitable Holdings
New York
$787K +$57.3K +189 +8%
SWA
1302
SFMG Wealth Advisors
Texas
$784K +$3.64K +12 +0.5%
KMWM
1303
Keudell/Morrison Wealth Management
Oregon
$783K +$246K +811 +46%
BCM
1304
Brookstone Capital Management
Illinois
$778K -$150K -495 -16%
EFS
1305
Essex Financial Services
Connecticut
$778K +$14.6K +48 +2%
FPS
1306
Fieldpoint Private Securities
Connecticut
$777K +$1.82K +6 +0.2%
IAMOG
1307
Investors Asset Management of Georgia
Georgia
$773K
AWS
1308
Arkfeld Wealth Strategies
Nebraska
$771K -$7.58K -25 -1%
EIP
1309
Ellis Investment Partners
Pennsylvania
$771K +$305 +1 +0%
CPIA
1310
Cornell Pochily Investment Advisors
New York
$771K +$6.36K +21 +0.8%
ATPW
1311
Ashton Thomas Private Wealth
Arizona
$768K +$40.9K +135 +6%
WC
1312
Westhampton Capital
North Carolina
$768K +$283K +932 +58%
LCM
1313
Logan Capital Management
Pennsylvania
$767K -$100K -330 -12%
CMANY
1314
Capital Management Associates (New York)
New York
$766K
DTIM
1315
Danda Trouve Investment Management
Kansas
$765K +$734K +2,421 +2,350%
RTC
1316
Riverview Trust Company
Washington
$764K
HIA
1317
Harbor Investment Advisory
Maryland
$764K +$59.1K +195 +8%
LWA
1318
Lenox Wealth Advisors
New York
$763K -$607 -2 -0.1%
WQ
1319
Wealth Quarterback
New Jersey
$760K +$255K +839 +50%
CT
1320
Chicago Trust
Illinois
$757K +$2.12K +7 +0.3%
NHC
1321
Nicholas Hoffman & Company
Georgia
$757K +$37.6K +124 +5%
TC
1322
TownSquare Capital
Utah
$756K -$590K -1,827 -44%
AGA
1323
Accuvest Global Advisors
Utah
$756K +$70.6K +233 +10%
OPS
1324
Orion Portfolio Solutions
Nebraska
$755K -$108K -356 -13%
TPWA
1325
TRUE Private Wealth Advisors
Oregon
$753K +$75.1K +248 +11%