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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 %
EWM
1351
Executive Wealth Management
Michigan
$878K +$126K +356 +17%
TFS
1352
Thoroughbred Financial Services
Tennessee
$876K +$37.3K +105 +4%
KIC
1353
Keating Investment Counselors
Florida
$874K
IA
1354
IFG Advisory
Georgia
$863K -$1.07K -3 -0.1%
LWM
1355
Laidlaw Wealth Management
New York
$862K +$108K +303 +14%
EWM
1356
Evermay Wealth Management
Virginia
$861K -$8.88K -25 -1%
RIG
1357
Roosevelt Investment Group
New York
$861K
CT
1358
Chicago Trust
Illinois
$859K -$27K -76 -3%
22CM
1359
20/20 Capital Management
California
$859K +$355 +1 +0%
HCM
1360
Hodges Capital Management
Texas
$858K -$110K -310 -11%
HCM
1361
Howland Capital Management
Massachusetts
$857K +$35.5K +100 +4%
IAS
1362
Investment Advisory Services
Texas
$856K +$54.7K +154 +7%
AFC
1363
AFT Forsyth & Company
Florida
$856K +$55K +155 +7%
FBT
1364
First Bank & Trust
South Dakota
$852K -$2.48K -7 -0.3%
AMAL
1365
Asset Management Advisors LLC
Oklahoma
$852K
CS
1366
Cannell & Spears
New York
$850K +$177K +500 +26%
DDC
1367
DF Dent & Co
Maryland
$844K +$586K +1,650 +227%
CBB
1368
Citizens Business Bank
California
$842K
OL
1369
Optas LLC
Texas
$841K +$194K +546 +30%
ATPW
1370
Ashton Thomas Private Wealth
Arizona
$841K -$58.9K -166 -7%
CCMG
1371
Clark Capital Management Group
Pennsylvania
$840K -$143K -402 -15%
BEI
1372
Benjamin Edwards Inc
Missouri
$837K -$2.84K -8 -0.3%
PWPS
1373
Pinnacle Wealth Planning Services
Ohio
$836K -$43.6K -123 -5%
MAM
1374
Meeder Asset Management
Ohio
$835K -$261K -735 -24%
AFP
1375
Ausdal Financial Partners
Iowa
$835K -$143K -402 -15%