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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 %
PJSIMP
1551
P.J. Schmidt Investment Management (PJS)
Wisconsin
$449K -$42.4K -140 -9%
MCM
1552
Monarch Capital Management
Indiana
$447K -$118K -390 -21%
OA
1553
Oxbow Advisors
Texas
$447K -$60.6K -200 -12%
CAAS
1554
Capital Asset Advisory Services
Michigan
$446K -$71.9K -216 -14%
CA
1555
Cullinan Associates
Kentucky
$446K +$91K +300 +26%
MCM
1556
McRae Capital Management
New Jersey
$445K
KCPG
1557
Kavar Capital Partners Group
Kansas
$445K +$104K +344 +31%
EP
1558
Eudaimonia Partners
Tennessee
$439K -$31.5K -104 -7%
SMC
1559
Smith, Moore & Co
Missouri
$439K +$439K +1,447 New
FHC
1560
First Heartland Consultants
Missouri
$436K +$9.1K +30 +2%
MG
1561
Mather Group
Illinois
$436K +$56.4K +186 +15%
GAM
1562
Grandview Asset Management
Pennsylvania
$436K +$436K +1,437 New
GIP
1563
Greatmark Investment Partners
Georgia
$435K
SWM
1564
Sugarloaf Wealth Management
Georgia
$435K +$7.57K +25 +2%
BCAM
1565
Boston Common Asset Management
Massachusetts
$434K -$45.5K -150 -9%
Members Trust
1566
Members Trust
Florida
$434K +$434K +1,430 New
NEAM
1567
New England Asset Management
Connecticut
$432K
CNC
1568
Canandaigua National Corp
New York
$431K +$431K +1,420 New
PL
1569
Plancorp LLC
Missouri
$430K +$103K +338 +31%
ARTA
1570
A.R.T. Advisors
New York
$428K +$212K +700 +98%
GFS
1571
GYL Financial Synergies
Connecticut
$427K +$6.07K +20 +1%
GAM
1572
Gould Asset Management
California
$426K
MPAM
1573
Murphy Pohlad Asset Management
Minnesota
$426K
HTI
1574
Hikari Tsushin Inc
Japan
$424K
JCM
1575
JS Capital Management
New York
$424K +$424K +1,400 New