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Costco

2,340 hedge funds and large institutions have $104B invested in Costco in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,117 increasing their positions, 783 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
Holders Change %
0%
% of All Funds
41.2%
Holding in Top 10
103
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-13.45%
% of All Funds
1.81%
New
157
Increased
1,117
Reduced
783
Closed
128
Calls
$3.22B
Puts
$3.54B
Net Calls
-$314M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
1401
Toews Corporation
New Jersey
$952K +$952K +2,700 New
GWS
1402
Glassman Wealth Services
Virginia
$951K -$37.4K -106 -4%
CCM
1403
Compton Capital Management
Rhode Island
$947K +$705K +2,000 +291%
WCM
1404
Whitener Capital Management
North Carolina
$944K -$8.8K -25 -0.9%
LFF
1405
Level Four Financial
Texas
$944K +$454K +1,289 +93%
AFC
1406
AFT Forsyth & Company
Florida
$941K +$73.3K +208 +8%
SS
1407
Simplicity Solutions
Minnesota
$940K -$1.89M -5,349 -67%
F
1408
F3Logic
Minnesota
$940K -$9.91K -28 -1%
TPM
1409
Triasima Portfolio Management
Quebec, Canada
$939K -$6M -17,030 -86%
PWM
1410
Pacific Wealth Management
California
$939K +$939K +2,663 New
LOAMS
1411
Lombard Odier Asset Management (Switzerland)
Switzerland
$938K +$938K +2,660 New
BPM
1412
Bowling Portfolio Management
Ohio
$934K +$531K +1,506 +132%
SXL
1413
Summit X LLC
Missouri
$932K +$11.7K +33 +1%
HI
1414
Horizon Investments
North Carolina
$931K +$931K +2,641 New
SIAG
1415
Signet Investment Advisory Group
Rhode Island
$929K -$72.2K -205 -7%
WAP
1416
Wealthcare Advisory Partners
Pennsylvania
$928K +$60.6K +172 +7%
SSI
1417
Scott & Selber Inc
Texas
$924K -$1.29M -3,662 -58%
CAG
1418
Curtis Advisory Group
California
$924K +$122K +346 +15%
LMAM
1419
Legg Mason Asset Management
Japan
$923K +$923K +2,619 New
FBFS
1420
First Business Financial Services
Wisconsin
$918K +$169K +479 +23%
CRC
1421
Curi RMB Capital
Illinois
$914K +$2.47K +7 +0.3%
LJAC
1422
L.J. Altfest & Co
New York
$913K +$669K +1,897 +274%
DDC
1423
DF Dent & Co
Maryland
$911K +$20.1K +57 +2%
LSAG
1424
Lake Street Advisors Group
New Hampshire
$903K -$26.4K -75 -3%
AWS
1425
Arkfeld Wealth Strategies
Nebraska
$900K