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Costco

2,376 hedge funds and large institutions have $118B invested in Costco in 2021 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,040 increasing their positions, 832 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,376
Holders Change
+36
Holders Change %
+1.54%
% of All Funds
41.48%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.87%
New
157
Increased
1,040
Reduced
832
Closed
89
Calls
$3.1B
Puts
$2.83B
Net Calls
+$280M
Net Calls Change
+$593M
Name Holding Trade Value Shares
Change
Shares
Change %
SCI
1426
S&CO Inc
Massachusetts
$1.01M -$89K -225 -8%
NFG
1427
Nations Financial Group
Iowa
$1.01M +$90.3K +228 +10%
SIAG
1428
Signet Investment Advisory Group
Rhode Island
$1M -$39.6K -100 -4%
MCC
1429
Malaga Cove Capital
California
$1M -$132K -334 -12%
HH
1430
Hilltop Holdings
Texas
$1M +$180K +455 +22%
FUBT
1431
First United Bank & Trust
Maryland
$1M -$98.5K -249 -9%
DC
1432
DeDora Capital
California
$1M
HFM
1433
Harvest Fund Management
China
$1M -$273K -693 -21%
MPPLM
1434
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1M +$1M +2,528 New
ODG
1435
O'Dell Group
Ohio
$993K +$77.6K +196 +8%
CWM
1436
Cornerstone Wealth Management
Missouri
$993K +$177K +446 +22%
AIC
1437
Ameritas Investment Company
Nebraska
$992K -$2.22M -3,021 -69%
AL
1438
ACAS LLC
California
$992K -$9.5K -24 -0.9%
WQ
1439
Wealth Quarterback
New Jersey
$983K +$983K +2,484 New
SVCP
1440
Silicon Valley Capital Partners
California
$982K -$203K -512 -17%
BP
1441
BBR Partners
New York
$982K -$9.89K -25 -1%
LCM
1442
Logan Capital Management
Pennsylvania
$982K
MCM
1443
Manchester Capital Management
Vermont
$981K -$98.9K -250 -9%
EIP
1444
Ellis Investment Partners
Pennsylvania
$973K +$396 +1 +0%
DTIM
1445
Danda Trouve Investment Management
Kansas
$972K -$4.75K -12 -0.5%
EWM
1446
Evermay Wealth Management
Virginia
$971K
PJSIMP
1447
P.J. Schmidt Investment Management (PJS)
Wisconsin
$968K +$119K +280 +14%
BCA
1448
Berman Capital Advisors
Georgia
$967K +$135K +341 +16%
OCM
1449
Orion Capital Management
California
$966K
BEI
1450
Benjamin Edwards Inc
Missouri
$964K -$19.8K -50 -2%