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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 %
USGIU
1326
U.S. Global Investors (USGI)
Texas
$753K +$527K +1,740 +234%
PWPS
1327
Pinnacle Wealth Planning Services
Ohio
$751K -$20.6K -68 -3%
KIC
1328
Keating Investment Counselors
Florida
$747K -$60.7K -200 -8%
IP
1329
Intellectus Partners
California
$743K -$4.24K -14 -0.6%
EWM
1330
Evermay Wealth Management
Virginia
$743K
FUBT
1331
First United Bank & Trust
Maryland
$740K +$33.4K +110 +5%
WorldQuant Millennium Advisors
1332
WorldQuant Millennium Advisors
New York
$738K -$378K -1,246 -34%
SFG
1333
SNS Financial Group
Minnesota
$738K +$908 +3 +0.1%
IA
1334
IFG Advisory
Georgia
$738K +$62.8K +207 +9%
RIG
1335
Roosevelt Investment Group
New York
$735K -$23.9K -79 -3%
AT
1336
Arden Trust
Delaware
$731K -$34.2K -113 -4%
EMG
1337
ETF Managers Group
New Jersey
$730K -$1.24M -4,112 -63%
FBT
1338
First Bank & Trust
South Dakota
$730K +$19.1K +63 +3%
AMAL
1339
Asset Management Advisors LLC
Oklahoma
$728K
CMO
1340
Covenant Multifamily Offices
Texas
$723K +$1.82K +6 +0.3%
MAA
1341
Mraz Amerine & Associates
California
$721K
CBB
1342
Citizens Business Bank
California
$719K +$719K +2,373 New
BEI
1343
Benjamin Edwards Inc
Missouri
$717K +$30.6K +101 +4%
WA
1344
Wealth Alliance
New York
$717K +$52.8K +174 +8%
TFS
1345
Thoroughbred Financial Services
Tennessee
$716K -$1.07M -3,537 -60%
CCA
1346
Conestoga Capital Advisors
Pennsylvania
$713K +$13.7K +45 +2%
CWP
1347
Capital Wealth Planning
Florida
$713K +$24.9K +82 +4%
WAS
1348
Winch Advisory Services
Wisconsin
$710K +$21.8K +72 +3%
DIM
1349
DC Investments Management
Virginia
$710K +$443K +1,459 +166%
CCA
1350
Cobblestone Capital Advisors
New York
$709K +$64K +211 +10%