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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 %
LWM
1326
Loveless Wealth Management
Montana
$2.06M +$94.8K +167 +5%
LAIC
1327
Lederer & Associates Investment Counsel
California
$2.05M -$98.2K -173 -5%
AWM
1328
Aries Wealth Management
Maine
$2.05M +$50.5K +89 +3%
ED
1329
Exane Derivatives
France
$2.05M -$863K -1,520 -30%
LOAMS
1330
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.04M +$2.04M +3,598 New
FC
1331
Forte Capital
New York
$2.04M -$1.14K -2 -0.1%
AIS
1332
AM Investment Strategies
Tennessee
$2.04M -$22.1K -39 -1%
SG
1333
StoneX Group
New York
$2.04M +$43.7K +77 +2%
CPSC
1334
Carl P. Sherr & Co
Massachusetts
$2.04M
EH
1335
Equitable Holdings
New York
$2.03M +$103K +181 +5%
KFP
1336
KMG Fiduciary Partners
Ohio
$2.03M -$31.2K -55 -2%
BFA
1337
Benedict Financial Advisors
Georgia
$2.03M +$29.5K +52 +1%
FHA
1338
Flagship Harbor Advisors
Massachusetts
$2.02M -$410K -722 -17%
FFS
1339
Founders Financial Securities
Maryland
$2.02M -$75K -132 -4%
PCM
1340
Pointe Capital Management
Michigan
$2.02M
SAM
1341
Shikiar Asset Management
New York
$2.01M
WAS
1342
WESPAC Advisors SoCal
California
$2.01M -$8.13K -16 -0.4%
PG
1343
Prostatis Group
Maryland
$2.01M +$140K +246 +7%
MMPW
1344
Mitchell McLeod Pugh & Williams
Alabama
$2M
PFGIA
1345
Patriot Financial Group Insurance Agency
Massachusetts
$2M +$48.8K +86 +3%
LJCM
1346
Lee Johnson Capital Management
Texas
$1.99M +$1.99M +3,505 New
SSG
1347
Summit Securities Group
New York
$1.99M -$463K -815 -19%
OPW
1348
Oxler Private Wealth
New York
$1.98M
III
1349
Independent Investors Inc
New York
$1.98M -$56.8K -100 -3%
NFG
1350
Nadler Financial Group
Illinois
$1.98M +$6.25K +11 +0.3%