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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 %
TCM
1401
Tributary Capital Management
Nebraska
$640K -$25.8K -85 -4%
BCM
1402
Birmingham Capital Management
Alabama
$637K
ECM
1403
Exchange Capital Management
Michigan
$636K -$10K -33 -2%
DAM
1404
Delta Asset Management
Tennessee
$636K -$1.52K -5 -0.2%
FSA
1405
Fort Sheridan Advisors
Illinois
$636K +$1.21K +4 +0.2%
FSA
1406
Franklin Street Advisors
North Carolina
$634K -$12.1K -40 -2%
PCWA
1407
Pacific Capital Wealth Advisors
California
$630K -$4.55K -15 -0.7%
KP
1408
Keel Point
Alabama
$629K -$66.1K -218 -10%
PBO
1409
Peoples Bank (Ohio)
Ohio
$627K -$2.12K -7 -0.3%
SRSA
1410
S.R. Schill & Associates
Washington
$627K +$8.18K +27 +1%
BHTS
1411
Bar Harbor Trust Services
Maine
$626K +$121K +399 +24%
AA
1412
Apriem Advisors
California
$622K +$4.85K +16 +0.8%
ONST
1413
Old North State Trust
North Carolina
$622K +$15.2K +50 +2%
FBB
1414
Fulton Breakefield Broenniman
Maryland
$622K +$100K +330 +19%
NERM
1415
New England Research & Management
Illinois
$622K +$326K +1,075 +110%
LSV Asset Management
1416
LSV Asset Management
Illinois
$621K +$621K +2,050 New
HWA
1417
Heritage Wealth Advisors
Virginia
$620K +$175K +577 +39%
TFO
1418
Tarbox Family Office
California
$619K +$12.4K +41 +2%
VR
1419
Viridian RIA
Washington
$619K +$177K +583 +40%
CBFP
1420
Cedar Brook Financial Partners
Ohio
$618K +$13.3K +44 +2%
FBFS
1421
First Business Financial Services
Wisconsin
$618K +$618K +2,039 New
TF
1422
Trek Financial
Arizona
$617K +$112K +370 +22%
MCP
1423
Mirador Capital Partners
California
$616K +$135K +447 +28%
PT
1424
Plimoth Trust
Massachusetts
$616K +$294K +970 +92%
LCAM
1425
London & Capital Asset Management
United Kingdom
$616K +$616K +2,032 New