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Costco

2,074 hedge funds and large institutions have $93B invested in Costco in 2020 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 926 increasing their positions, 728 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,074
Holders Change
+33
Holders Change %
+1.62%
% of All Funds
42.63%
Holding in Top 10
108
Holding in Top 10 Change
-54
Holding in Top 10 Change %
-33.33%
% of All Funds
2.22%
New
173
Increased
926
Reduced
728
Closed
119
Calls
$1.79B
Puts
$2.49B
Net Calls
-$706M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
RWB
1476
RMR Wealth Builders
New Jersey
$557K +$557K +1,836 New
CWM
1477
Cornerstone Wealth Management
Missouri
$556K -$70.3K -232 -11%
BHBT
1478
Burke & Herbert Bank & Trust
Virginia
$556K
FNBOH
1479
First National Bank of Hutchinson
Kansas
$553K -$44.9K -148 -8%
OL
1480
Optas LLC
Texas
$552K -$154K -508 -22%
MIA
1481
MainStreet Investment Advisors
Illinois
$551K -$1.03M -3,399 -65%
CPSAC
1482
Chas P. Smith & Associates (CPS)
Florida
$551K
ZIC
1483
ZWJ Investment Counsel
Georgia
$543K -$1.85M -6,110 -77%
GC
1484
GFG Capital
Florida
$543K +$543K +1,790 New
CP
1485
Covenant Partners
Tennessee
$542K
OWP
1486
Obermeyer Wealth Partners
Colorado
$542K +$9.71K +32 +2%
KM
1487
Kalos Management
Georgia
$542K +$166K +501 +44%
WAOI
1488
Wealth Advisors of Iowa
Iowa
$541K
ECG
1489
Edge Capital Group
Georgia
$541K +$132K +436 +32%
HPC
1490
HM Payson & Co
Maine
$540K
PCA
1491
Peddock Capital Advisors
Massachusetts
$537K -$34.9K -115 -6%
SRC
1492
Sage Rhino Capital
California
$537K +$8.79K +29 +2%
PIA
1493
Pinion Investment Advisors
Kansas
$536K +$13.3K +44 +3%
BWL
1494
Bogart Wealth LLC
Virginia
$535K +$94K +310 +21%
GFP
1495
Gryphon Financial Partners
Ohio
$533K -$58.5K -193 -10%
ALAM
1496
Asahi Life Asset Management
Japan
$532K -$48.5K -160 -8%
LCOV
1497
London Company of Virginia
Virginia
$525K
FFG
1498
Fortem Financial Group
California
$525K +$13.6K +45 +3%
AG
1499
AlphaSimPlex Group
Massachusetts
$525K +$525K +1,730 New
Koshinski Asset Management
1500
Koshinski Asset Management
Illinois
$524K +$37.9K +125 +8%