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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 %
NPA
1376
Nichols & Pratt Advisers
Massachusetts
$668K -$695K -2,290 -51%
ACP
1377
Aviance Capital Partners
Florida
$667K
CAG
1378
Curtis Advisory Group
California
$666K
CIM
1379
CIM Investment Management
Pennsylvania
$666K +$666K +2,197 New
3F
1380
360 Financial
Minnesota
$659K +$25.6K +81 +4%
DCM
1381
Donaldson Capital Management
Indiana
$658K -$63.9K -211 -9%
AIM
1382
Aspen Investment Management
Michigan
$658K -$2.43K -8 -0.4%
MC
1383
Mathes Company
New York
$658K
WWM
1384
Windsor Wealth Management
Indiana
$655K +$10K +33 +2%
CT
1385
Cambridge Trust
Massachusetts
$654K -$310K -912 -32%
BA
1386
Bridgewater Associates
Connecticut
$653K -$1.46M -4,832 -69%
TIM
1387
Tortoise Investment Management
New York
$653K -$13K -43 -2%
MSWMA
1388
Market Street Wealth Management Advisors
Indiana
$653K +$910 +3 +0.1%
DC
1389
DeDora Capital
California
$651K -$84.6K -279 -12%
VFM
1390
Vivid Financial Management
California
$651K -$12.1K -40 -2%
ABC
1391
Associated Banc-Corp
Wisconsin
$651K -$4.25K -14 -0.6%
PIG
1392
Pantheon Investment Group
California
$651K +$139K +458 +27%
SAM
1393
Strategy Asset Managers
California
$650K +$25.7K +85 +4%
PHAM
1394
Palisades Hudson Asset Management
Florida
$646K
SSWM
1395
Sheets Smith Wealth Management
North Carolina
$646K +$67.3K +222 +12%
PFGIA
1396
Patriot Financial Group Insurance Agency
Massachusetts
$646K +$163K +538 +34%
FNC
1397
First National Corp
Massachusetts
$644K +$303 +1 +0%
LWM
1398
Laidlaw Wealth Management
New York
$644K +$59.1K +195 +10%
EWM
1399
Executive Wealth Management
Michigan
$642K -$252K -832 -28%
RIA
1400
Realta Investment Advisors
Delaware
$640K -$99.8K -329 -13%