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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 %
TPCW
1576
TD Private Client Wealth
New York
$421K -$33.7K -111 -7%
RP
1577
Rice Partnership
Hawaii
$421K -$62.7K -207 -13%
OAM
1578
Oak Asset Management
California
$421K +$59.2K +195 +16%
AIM
1579
AIA Investment Management
Singapore
$415K -$61K -201 -13%
V
1580
VeraBank
Texas
$415K
APW
1581
Aurora Private Wealth
New Jersey
$414K -$334K -1,101 -45%
PPP
1582
Private Portfolio Partners
New Jersey
$414K -$1.52K -5 -0.4%
SEEDPG
1583
S.E.E.D. Planning Group
New York
$413K -$13.6K -45 -3%
CCP
1584
Cardan Capital Partners
Colorado
$411K +$411K +1,356 New
AIP
1585
Almanack Investment Partners
Pennsylvania
$410K +$22.1K +73 +6%
CSPIA
1586
Cary Street Partners Investment Advisory
Virginia
$410K +$410K +1,354 New
BHA
1587
Beech Hill Advisors
New York
$409K
SVWAG
1588
Sound View Wealth Advisors Group
Georgia
$409K +$152K +501 +59%
PWA
1589
Peterson Wealth Advisors
Utah
$408K +$10K +33 +3%
AC
1590
Athanor Capital
New York
$408K +$408K +1,344 New
AI
1591
Accredited Investors
Minnesota
$405K -$149K -490 -27%
SIM
1592
SSI Investment Management
California
$405K -$5.47K -18 -1%
DWM
1593
Darwin Wealth Management
Florida
$404K -$22.4K -74 -5%
AC
1594
Addison Capital
Pennsylvania
$404K
MWM
1595
Moulton Wealth Management
Washington
$403K +$916 +3 +0.2%
CAN
1596
Claraphi Advisory Network
United States
$402K -$366K -1,209 -48%
VWA
1597
V Wealth Advisors
Kansas
$402K +$117K +384 +41%
PMA
1598
Prudent Man Advisors
Illinois
$402K +$402K +1,327 New
JAM
1599
Jupiter Asset Management
United Kingdom
$402K +$402K +1,327 New
BC
1600
Burleson & Co
California
$401K