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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 %
IAMOG
1426
Investors Asset Management of Georgia
Georgia
$899K
TI
1427
Tidal Investments
Wisconsin
$898K +$335K +950 +59%
RP
1428
Rice Partnership
Hawaii
$895K +$60.6K +172 +7%
CIA
1429
Choate Investment Advisors
Massachusetts
$895K +$76.1K +216 +9%
SP
1430
SWS Partners
Ohio
$895K +$895K +2,538 New
DC
1431
DeDora Capital
California
$892K +$7.4K +21 +0.8%
HFG
1432
Heron Financial Group
New York
$892K +$95.8K +270 +12%
AL
1433
ACAS LLC
California
$892K +$892K +2,531 New
CC
1434
Cipher Capital
New York
$889K +$889K +2,521 New
TWM
1435
TriaGen Wealth Management
California
$887K
BP
1436
BBR Partners
New York
$884K -$353 -1 -0%
CC
1437
Constitution Capital
Connecticut
$881K +$493K +1,400 +127%
APP
1438
Alpha Paradigm Partners
Illinois
$879K +$879K +2,493 New
BEI
1439
Benjamin Edwards Inc
Missouri
$877K +$31K +88 +4%
PAA
1440
Peregrine Asset Advisers
Oregon
$875K -$1.63M -4,638 -65%
LCM
1441
Logan Capital Management
Pennsylvania
$875K -$7.76K -22 -0.9%
AFP
1442
Ausdal Financial Partners
Iowa
$874K +$61.6K +175 +8%
ADIM
1443
Alpha DNA Investment Management
Maryland
$870K -$65.5K -186 -7%
DTIM
1444
Danda Trouve Investment Management
Kansas
$870K -$8.11K -23 -0.9%
EIP
1445
Ellis Investment Partners
Pennsylvania
$867K -$20.8K -59 -2%
MP
1446
McDonald Partners
Ohio
$867K +$108K +307 +14%
EWM
1447
Evermay Wealth Management
Virginia
$865K
OCM
1448
Orion Capital Management
California
$861K
HCM
1449
Hodges Capital Management
Texas
$860K -$116K -330 -12%
MCC
1450
Money Concepts Capital
Florida
$860K -$9.52K -27 -1%