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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 %
IC
1601
InterOcean Capital
Illinois
$400K +$9.11K +30 +2%
CPA
1602
Clear Perspective Advisors
Illinois
$400K +$150K +495 +60%
OCPWS
1603
One Charles Private Wealth Services
Massachusetts
$397K +$397K +1,169 New
WG
1604
Watchman Group
Texas
$397K +$397K +1,310 New
IP
1605
Investment Partners
Ohio
$395K +$32.1K +106 +9%
VCA
1606
Verdence Capital Advisors
Maryland
$395K +$395K +1,302 New
MIM
1607
Montgomery Investment Management
Maryland
$394K
CIP
1608
Convergence Investment Partners
Florida
$394K +$10.6K +35 +3%
RMA
1609
Roffman Miller Associates
Pennsylvania
$394K +$394K +1,298 New
BWA
1610
BDO Wealth Advisors
Florida
$390K +$15.2K +50 +4%
HH
1611
Hilltop Holdings
Texas
$388K -$200K -659 -34%
GSIS
1612
Global Strategic Investment Solutions
Arizona
$388K -$77.9K -257 -17%
WFA
1613
Wellspring Financial Advisors
Ohio
$388K
PFG
1614
PAX Financial Group
Texas
$388K +$18.2K +60 +5%
RCIM
1615
Red Cedar Investment Management
Michigan
$388K +$388K +1,278 New
SAS
1616
Stelac Advisory Services
New York
$388K +$388K +1,281 New
IWAG
1617
Integer Wealth Advisors Group
Georgia
$387K
RCM
1618
RNC Capital Management
California
$387K +$6.06K +20 +2%
HPWM
1619
Highland Private Wealth Management
Washington
$386K -$4.26K -14 -1%
PTB
1620
Pioneer Trust Bank
Oregon
$386K +$9.7K +32 +3%
NCM
1621
Novare Capital Management
North Carolina
$386K +$143K +471 +59%
GG
1622
Gleason Group
Kentucky
$384K +$607 +2 +0.2%
LPT
1623
Legacy Private Trust
Wisconsin
$384K +$30.6K +101 +9%
ARG
1624
Advisory Resource Group
Oklahoma
$384K +$384K +1,266 New
CAG
1625
Csenge Advisory Group
Florida
$383K -$197K -650 -34%