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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 %
SFFS
1326
Stonehage Fleming Financial Services
Jersey
$926K +$710K +2,000 +328%
HH
1327
Hilltop Holdings
Texas
$924K +$470K +1,324 +104%
AIS
1328
AM Investment Strategies
Tennessee
$921K +$921K +2,595 New
CRC
1329
Curi RMB Capital
Illinois
$918K -$64.3K -181 -7%
MFG
1330
MidWestOne Financial Group
Iowa
$918K -$17K -48 -2%
IDBONY
1331
Israel Discount Bank of New York
New York
$917K -$53.6K -151 -6%
LWA
1332
Lenox Wealth Advisors
New York
$913K +$19.9K +56 +2%
LNB
1333
Ledyard National Bank
$911K -$132K -373 -13%
EH
1334
Equitable Holdings
New York
$911K -$10.3K -29 -1%
SWA
1335
SFMG Wealth Advisors
Texas
$906K -$11.4K -32 -1%
KMWM
1336
Keudell/Morrison Wealth Management
Oregon
$906K -$10.3K -29 -1%
BA
1337
Birinyi Associates
Connecticut
$905K -$248K -700 -22%
TI
1338
tru Independence
Oregon
$905K -$41.2K -116 -4%
IAMOG
1339
Investors Asset Management of Georgia
Georgia
$905K
PWMG
1340
Prestige Wealth Management Group
New Jersey
$905K +$92.7K +261 +11%
AWS
1341
Arkfeld Wealth Strategies
Nebraska
$903K
LCM
1342
Logan Capital Management
Pennsylvania
$898K
FUBT
1343
First United Bank & Trust
Maryland
$898K +$32K +90 +4%
CPIA
1344
Cornell Pochily Investment Advisors
New York
$896K -$6.74K -19 -0.7%
CMANY
1345
Capital Management Associates (New York)
New York
$896K
DTIM
1346
Danda Trouve Investment Management
Kansas
$893K -$3.2K -9 -0.4%
TCWA
1347
Ten Capital Wealth Advisors
Washington
$893K +$893K +2,516 New
EIP
1348
Ellis Investment Partners
Pennsylvania
$887K -$10.6K -30 -1%
OEP
1349
Ocean Endowment Partners
Illinois
$883K -$7.7K -27 -0.9%
BP
1350
BBR Partners
New York
$881K +$229K +645 +35%