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Costco

2,376 hedge funds and large institutions have $118B invested in Costco in 2021 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,040 increasing their positions, 832 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,376
Holders Change
+36
Holders Change %
+1.54%
% of All Funds
41.48%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.87%
New
157
Increased
1,040
Reduced
832
Closed
89
Calls
$3.1B
Puts
$2.83B
Net Calls
+$280M
Net Calls Change
+$593M
Name Holding Trade Value Shares
Change
Shares
Change %
ZIC
1626
ZWJ Investment Counsel
Georgia
$675K -$1.98K -5 -0.3%
FMLI
1627
Fukoku Mutual Life Insurance
Japan
$673K -$39.6K -100 -6%
CCG
1628
Ceeto Capital Group
Florida
$673K
ISL
1629
Ingalls & Snyder LLC
New York
$669K +$2.38K +6 +0.4%
LFGH
1630
Lee Financial Group Hawaii
Hawaii
$666K +$792 +2 +0.1%
NSB
1631
Norway Savings Bank
Maine
$665K +$47.1K +119 +8%
GFP
1632
Gryphon Financial Partners
Ohio
$663K +$35.6K +98 +6%
PWMAG
1633
Pinnacle Wealth Management Advisory Group
New Jersey
$662K +$85.8K +217 +15%
PCM
1634
Pennsylvania Capital Management
Pennsylvania
$660K
GAM
1635
Gotham Asset Management
New York
$659K -$1.94M -4,895 -75%
PB
1636
Pinnacle Bancorp
Nebraska
$656K
FC
1637
Fusion Capital
South Carolina
$656K +$5.14K +13 +0.8%
PO
1638
Private Ocean
California
$648K +$157K +396 +32%
TCM
1639
Tributary Capital Management
Nebraska
$647K -$21.8K -55 -3%
CFO
1640
Collective Family Office
Pennsylvania
$645K
FNC
1641
First National Corp
Massachusetts
$644K -$29.4K -97 -4%
PWM
1642
Palumbo Wealth Management
New York
$644K -$396 -1 -0.1%
NWA
1643
New World Advisors
Massachusetts
$644K +$644K +1,627 New
WPW
1644
Waldron Private Wealth
Pennsylvania
$641K -$54.2K -137 -8%
MC
1645
Mathes Company
New York
$641K
FCM
1646
Fortis Capital Management
Washington
$641K +$189K +477 +42%
MYIA
1647
Mount Yale Investment Advisors
Colorado
$640K +$5.54K +14 +0.9%
LTI
1648
Laffer Tengler Investments
Tennessee
$639K -$179K -452 -22%
HPWM
1649
Highland Private Wealth Management
Washington
$637K +$43.2K +109 +7%
BFO
1650
Biltmore Family Office
North Carolina
$627K