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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 %
HIS
1376
Harvest Investment Services
Illinois
$834K -$334K -941 -29%
CCA
1377
Conestoga Capital Advisors
Pennsylvania
$834K
WKWM
1378
Walter & Keenan Wealth Management
Indiana
$834K +$8.87K +25 +1%
WAS
1379
Winch Advisory Services
Wisconsin
$833K +$1.42K +4 +0.2%
EIA
1380
Eastover Investment Advisors
North Carolina
$832K +$16K +45 +2%
W
1381
WealthStone
Ohio
$832K +$386K +1,089 +87%
CCA
1382
Cobblestone Capital Advisors
New York
$830K
CIA
1383
Choate Investment Advisors
Massachusetts
$825K
HC
1384
Hendley & Co
Ohio
$819K +$5.68K +16 +0.7%
BHTS
1385
Bar Harbor Trust Services
Maine
$818K +$85.9K +242 +12%
OFS
1386
OneAscent Financial Services
Alabama
$817K +$129K +364 +19%
GCA
1387
Guardian Capital Advisors
Ontario, Canada
$815K +$219K +580 +37%
AIC
1388
Ayalon Insurance Company
Israel
$814K
ABC
1389
Associated Banc-Corp
Wisconsin
$812K +$50.5K +142 +7%
EA
1390
Elm Advisors
California
$811K -$3.55K -10 -0.4%
SFA
1391
Sequoia Financial Advisors
Ohio
$802K +$127K +359 +19%
CAM
1392
CenterStar Asset Management
Illinois
$800K -$62K
GC
1393
GFG Capital
Florida
$798K +$163K +458 +26%
HWA
1394
Heritage Wealth Advisors
Virginia
$797K +$71K +200 +10%
WPW
1395
Waldron Private Wealth
Pennsylvania
$793K +$81.6K +230 +11%
RWM
1396
Ritholtz Wealth Management
New York
$793K +$89.8K +253 +13%
ACP
1397
Aviance Capital Partners
Florida
$785K +$3.55K +10 +0.5%
MIM
1398
Moseley Investment Management
Florida
$785K +$65.4K +184 +9%
CA
1399
Cornerstone Advisory
Maryland
$784K
TF
1400
Trek Financial
Arizona
$784K +$61.4K +173 +8%