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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 %
SIM
1626
SSI Investment Management
California
$463K -$10.7K -30 -2%
IP
1627
Investment Partners
Ohio
$463K +$355 +1 +0.1%
PTB
1628
Pioneer Trust Bank
Oregon
$463K +$11K +31 +2%
MFG
1629
Menard Financial Group
Texas
$463K +$27.7K +78 +6%
FCCM
1630
First City Capital Management
Georgia
$463K +$463K +1,225 New
WG
1631
Watchman Group
Texas
$462K -$2.48K -7 -0.5%
MIM
1632
Montgomery Investment Management
Maryland
$462K
WFA
1633
Wellspring Financial Advisors
Ohio
$462K +$8.17K +23 +2%
ER
1634
Enlightenment Research
Florida
$462K +$462K +1,300 New
VCA
1635
Verdence Capital Advisors
Maryland
$460K -$1.77K -5 -0.4%
BC
1636
Burleson & Co
California
$454K
BCAM
1637
Boston Common Asset Management
Massachusetts
$453K -$55K -155 -11%
CIP
1638
Convergence Investment Partners
Florida
$451K -$9.94K -28 -2%
GG
1639
Gleason Group
Kentucky
$451K +$1.07K +3 +0.2%
GLA
1640
Good Life Advisors
Pennsylvania
$450K +$10.6K +30 +2%
DWM
1641
Darwin Wealth Management
Florida
$449K -$24.1K -68 -5%
IFG
1642
Investors Financial Group
Minnesota
$448K +$18.5K +52 +4%
IA
1643
Independence Advisors
Pennsylvania
$447K
GAG
1644
GM Advisory Group
New York
$447K +$12.4K +35 +3%
EWA
1645
Evolution Wealth Advisors
Florida
$445K -$213K -600 -32%
CCB
1646
Cutter & Co Brokerage
Missouri
$445K
SEEDPG
1647
S.E.E.D. Planning Group
New York
$444K -$39.4K -111 -8%
EW
1648
Evoke Wealth
California
$444K +$93.3K +263 +27%
RIM
1649
Regent Investment Management
Kentucky
$443K
LDFR
1650
Lehman & Derafelo Financial Resources
Pennsylvania
$442K +$1.06K +3 +0.2%