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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 %
ST
1426
Smithfield Trust
Pennsylvania
$744K +$40.1K +113 +6%
Capstone Investment Advisors
1427
Capstone Investment Advisors
New York
$744K +$744K +2,095 New
FSA
1428
Franklin Street Advisors
North Carolina
$743K
WA
1429
Wealth Alliance
New York
$741K -$97.5K -275 -12%
SFG
1430
SNS Financial Group
Minnesota
$738K -$127K -358 -15%
CWP
1431
Capital Wealth Planning
Florida
$735K -$99K -279 -12%
PMFA
1432
Plante Moran Financial Advisors
Michigan
$732K +$45.8K +129 +7%
I
1433
INVST
Indiana
$732K +$52K +145 +8%
DAM
1434
Delta Asset Management
Tennessee
$731K -$13.1K -37 -2%
EWM
1435
EPG Wealth Management
Georgia
$731K +$23.4K +66 +3%
EMG
1436
ETF Managers Group
New Jersey
$730K -$123K -348 -14%
MCP
1437
Mirador Capital Partners
California
$730K +$8.17K +23 +1%
CA
1438
Calton & Associates
Florida
$729K +$14.6K +41 +2%
3F
1439
360 Financial
Minnesota
$728K -$12.4K -35 -2%
C
1440
Certuity
Florida
$728K +$187K +526 +34%
VR
1441
Viridian RIA
Washington
$725K
FMWA
1442
Forvis Mazars Wealth Advisors
Missouri
$725K +$32.7K +92 +5%
SFO
1443
Stokes Family Office
Louisiana
$723K +$40.5K +114 +6%
PCWA
1444
Pacific Capital Wealth Advisors
California
$720K -$18.1K -51 -2%
FBFS
1445
First Business Financial Services
Wisconsin
$720K -$3.91K -11 -0.5%
RIA
1446
Realta Investment Advisors
Delaware
$719K -$30.6K -86 -4%
SSA
1447
South Street Advisors
New York
$719K
MOS
1448
MGO One Seven
Ohio
$718K +$10.3K +29 +1%
TCM
1449
Tributary Capital Management
Nebraska
$717K -$31.9K -90 -4%
HPC
1450
HM Payson & Co
Maine
$717K +$85.2K +240 +13%