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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 %
NPA
1401
Nichols & Pratt Advisers
Massachusetts
$781K
CAG
1402
Curtis Advisory Group
California
$779K
CIM
1403
CIM Investment Management
Pennsylvania
$772K -$7.45K -21 -1%
AIM
1404
Aspen Investment Management
Michigan
$772K +$1.78K +5 +0.2%
MC
1405
Mathes Company
New York
$771K
MSWMA
1406
Market Street Wealth Management Advisors
Indiana
$764K
SSWM
1407
Sheets Smith Wealth Management
North Carolina
$763K +$7.1K +20 +0.9%
DTL
1408
Dynamic Technology Lab
Singapore
$760K -$265K -747 -26%
VFM
1409
Vivid Financial Management
California
$760K -$1.42K -4 -0.2%
WQ
1410
Wealth Quarterback
New Jersey
$760K
PHAM
1411
Palisades Hudson Asset Management
Florida
$757K
PIA
1412
Perennial Investment Advisors
California
$757K +$448K +1,259 +145%
TFS
1413
TrustCore Financial Services
Tennessee
$756K -$47.3K -133 -6%
BWL
1414
Bogart Wealth LLC
Virginia
$756K +$130K +367 +21%
PAS
1415
Partnervest Advisory Services
California
$754K +$189K +533 +34%
NP
1416
NorthRock Partners
Minnesota
$753K +$53.6K +151 +8%
VCP
1417
Vista Capital Partners
Oregon
$752K -$76.7K -216 -9%
PTP
1418
Platform Technology Partners
New York
$751K +$91.6K +258 +14%
SRSA
1419
S.R. Schill & Associates
Washington
$750K +$16K +45 +2%
PCTC
1420
Perkins Coie Trust Company
Washington
$749K -$311K -875 -29%
TIM
1421
Tortoise Investment Management
New York
$747K -$17.8K -50 -2%
FSA
1422
Fort Sheridan Advisors
Illinois
$747K +$1.78K +5 +0.2%
BCM
1423
Birmingham Capital Management
Alabama
$746K
SSG
1424
Summit Securities Group
New York
$746K +$71K +200 +11%
ECM
1425
Exchange Capital Management
Michigan
$744K