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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 %
ATC
1601
Adirondack Trust Company
New York
$496K
KPCM
1602
Kings Point Capital Management
New York
$494K +$290K +816 +142%
AWM
1603
Aberdeen Wealth Management
Illinois
$492K -$65.4K -184 -12%
CCM
1604
Carlson Capital Management
Minnesota
$490K -$170K -480 -26%
RCM
1605
RNC Capital Management
California
$490K +$36.2K +102 +8%
RSWM
1606
Robertson Stephens Wealth Management
California
$487K +$487K +1,372 New
FDS
1607
First Dallas Securities
Texas
$486K +$486K +1,370 New
V
1608
VeraBank
Texas
$485K
PMA
1609
Prudent Man Advisors
Illinois
$485K +$13.5K +38 +3%
AIC
1610
Ameritas Investment Company
Nebraska
$484K
S
1611
SimplyRich
California
$484K +$111K +311 +30%
CCP
1612
Cardan Capital Partners
Colorado
$481K
RZH
1613
Relyea Zuckerberg Hanson
Connecticut
$481K +$28.6K +76 +6%
BHA
1614
Beech Hill Advisors
New York
$479K
PWA
1615
Peterson Wealth Advisors
Utah
$479K +$1.42K +4 +0.3%
AC
1616
Addison Capital
Pennsylvania
$474K
PFG
1617
PAX Financial Group
Texas
$474K +$19.5K +55 +4%
BCP
1618
Blue Chip Partners
Michigan
$473K +$41.9K +118 +10%
PPP
1619
Private Portfolio Partners
New Jersey
$473K -$12.1K -34 -2%
APW
1620
Aurora Private Wealth
New Jersey
$471K -$13.8K -39 -3%
HPWM
1621
Highland Private Wealth Management
Washington
$470K +$19.2K +54 +4%
TFM
1622
TFC Financial Management
Massachusetts
$470K +$470K +1,324 New
MFG
1623
Magnus Financial Group
New York
$465K -$82.1K -231 -15%
AI
1624
Accredited Investors
Minnesota
$465K -$9.24K -26 -2%
BWA
1625
BDO Wealth Advisors
Florida
$464K +$7.45K +21 +2%