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Costco

2,149 hedge funds and large institutions have $108B invested in Costco in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 897 increasing their positions, 788 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,149
Holders Change
+75
Holders Change %
+3.62%
% of All Funds
43.48%
Holding in Top 10
127
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+17.59%
% of All Funds
2.57%
New
165
Increased
897
Reduced
788
Closed
71
Calls
$3.49B
Puts
$3.54B
Net Calls
-$50.3M
Net Calls Change
+$656M
Name Holding Trade Value Shares
Change
Shares
Change %
BPC
1301
Banque Pictet & Cie
Switzerland
$973K -$110K -310 -10%
GWS
1302
Glassman Wealth Services
Virginia
$967K +$34.4K +97 +4%
Alkeon Capital Management
1303
Alkeon Capital Management
New York
$966K
FIM
1304
Freedom Investment Management
Connecticut
$965K -$39.1K -110 -4%
SG
1305
StoneX Group
New York
$964K +$19.9K +56 +2%
BCCM
1306
Bridge Creek Capital Management
Massachusetts
$956K -$30.2K -85 -3%
MSFP
1307
Mark Sheptoff Financial Planning
Connecticut
$953K -$97.6K -275 -9%
CHA
1308
Carmichael Hill & Associates
Maryland
$953K +$9.23K +26 +1%
FPS
1309
Fieldpoint Private Securities
Connecticut
$953K +$43.7K +123 +5%
QPWM
1310
Quadrant Private Wealth Management
Pennsylvania
$953K +$343K +965 +56%
DBRC
1311
D.B. Root & Company
Pennsylvania
$951K -$17.7K -50 -2%
MWM
1312
Mattern Wealth Management
Kansas
$950K -$3.55K -10 -0.4%
MPW
1313
Monterey Private Wealth
California
$949K +$158K +446 +20%
WCM
1314
Washburn Capital Management
Florida
$947K +$274K +771 +41%
WP
1315
WealthSource Partners
California
$945K -$37.6K -106 -4%
LB
1316
Leo Brokerage
Texas
$942K +$942K +3,105 New
CFG
1317
Cooper Financial Group
California
$941K -$117K -329 -11%
WC
1318
Westhampton Capital
North Carolina
$940K +$40.8K +115 +5%
QI
1319
Qtron Investments
Massachusetts
$939K
FNBOSM
1320
First National Bank of South Miami
Florida
$938K +$147K +414 +19%
TWM
1321
Triton Wealth Management
Arizona
$933K +$16.8K +47 +2%
NQWM
1322
Northwest Quadrant Wealth Management
Oregon
$932K -$234K -664 -20%
TH
1323
TCTC Holdings
Texas
$931K
ICM
1324
IMS Capital Management
Oregon
$927K -$8.88K -25 -0.9%
AT
1325
Arden Trust
Delaware
$927K +$70.3K +198 +8%