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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 %
WB
1676
West Bancorporation
Iowa
$340K +$96.7K +319 +40%
MWM
1677
Modera Wealth Management
New Jersey
$338K +$65.7K +217 +24%
VV
1678
Verity & Verity
South Carolina
$337K -$10.6K -33 -3%
CAM
1679
Carret Asset Management
New York
$337K
TCPWM
1680
Traverso Chambers Private Wealth Management
California
$337K
Aristotle Capital Management
1681
Aristotle Capital Management
California
$336K -$4.25K -14 -1%
LCP
1682
Legacy Capital Partners
Wisconsin
$335K +$77.3K +255 +30%
LI
1683
Leap Investments
Illinois
$334K +$334K +1,100 New
MA
1684
Modus Advisors
Minnesota
$333K -$5.16K -17 -2%
EGA
1685
Eagle Global Advisors
Texas
$333K
PL
1686
Parthenon LLC
Kentucky
$333K
MC
1687
Matisse Capital
Oregon
$330K
KA
1688
Klingman & Associates
New York
$327K -$22.7K -75 -6%
AAM
1689
Aureus Asset Management
Massachusetts
$326K +$70.7K +233 +28%
RCA
1690
Rowland Carmichael Advisors
Arizona
$326K +$326K +1,075 New
VWM
1691
Valley Wealth Managers
New Jersey
$325K -$13.7K -45 -4%
CAI
1692
Capital Advisors Inc
Oklahoma
$325K +$12K +35 +4%
MS
1693
Marshall & Sullivan
Washington
$325K +$49.2K +162 +18%
MWC
1694
MBM Wealth Consultants
Missouri
$324K -$114K -377 -26%
PWP
1695
Principle Wealth Partners
Connecticut
$324K +$5.16K +17 +2%
WCM
1696
Wedge Capital Management
North Carolina
$324K +$24.9K +82 +8%
RCM
1697
Radnor Capital Management
Pennsylvania
$323K
RA
1698
RFG Advisory
Alabama
$323K +$32.5K +107 +11%
PCG
1699
Private Capital Group
Connecticut
$321K -$49.1K -162 -13%
WCM
1700
WealthBridge Capital Management
Ohio
$321K -$4.24K -14 -1%