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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 %
LCP
1526
Legacy Capital Partners
Wisconsin
$598K +$206K +580 +52%
HC
1527
Hourglass Capital
Texas
$594K -$71.1K -200 -11%
AWE
1528
Avidian Wealth Enterprises
Texas
$593K -$14.6K -41 -2%
NCM
1529
Novare Capital Management
North Carolina
$593K +$141K +398 +31%
GWMIA
1530
Global Wealth Management Investment Advisory
Florida
$591K +$62.9K +177 +12%
HHAA
1531
Henry H. Armstrong Associates
Pennsylvania
$590K +$30.5K +86 +5%
OA
1532
Oxbow Advisors
Texas
$589K +$65.3K +184 +12%
NAMP
1533
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$586K
SWM
1534
Stockman Wealth Management
Montana
$585K
HHGA
1535
Halbert Hargrove Global Advisors
California
$585K +$328K +925 +128%
BAM
1536
Blueshift Asset Management
New Jersey
$583K +$583K +1,643 New
BOH
1537
Bank of Hawaii
Hawaii
$582K -$397K -1,119 -41%
HCM
1538
Hutchinson Capital Management
California
$581K
MG
1539
Mather Group
Illinois
$580K +$69.9K +197 +14%
MLL
1540
Moody Lynn & Lieberson
Massachusetts
$579K +$37.3K +105 +7%
MCM
1541
Murphy Capital Management
New Jersey
$576K -$466K -1,315 -45%
PCM
1542
Pennsylvania Capital Management
Pennsylvania
$574K -$4.14M -11,536 -88%
NJBEST
1543
New Jersey Better Educational Savings Trust
New Jersey
$568K
SGK
1544
Steigerwald Gordon & Koch
Virginia
$564K +$7.1K +20 +1%
BFO
1545
Biltmore Family Office
North Carolina
$563K
RTC
1546
Riverview Trust Company
Washington
$562K -$332K -935 -37%
NIM
1547
Nexus Investment Management
Ontario, Canada
$562K
CFIA
1548
Cantor Fitzgerald Investment Advisors
New York
$562K
FHA
1549
First Horizon Advisors
Tennessee
$560K -$3.54K -10 -0.6%
1W
1550
1776 Wealth
Georgia
$560K +$6.38K +18 +1%