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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 %
LPT
1676
Legacy Private Trust
Wisconsin
$416K -$33.3K -94 -7%
SWMG
1677
Strategic Wealth Management Group
Maryland
$416K +$62.1K +175 +18%
LWA
1678
Lineweaver Wealth Advisors
Ohio
$415K +$13.8K +39 +3%
TSS
1679
Two Sigma Securities
New York
$411K -$1.69M -4,749 -80%
NA
1680
Nottingham Advisors
New York
$411K +$42.6K +120 +12%
LWANC
1681
Laurel Wealth Advisors (North Carolina)
North Carolina
$409K -$8.87K -25 -2%
WB
1682
West Bancorporation
Iowa
$409K +$11K +31 +3%
AMC
1683
Asset Management Corp
Illinois
$408K +$710 +2 +0.2%
PL
1684
Plancorp LLC
Missouri
$407K -$95.4K -269 -19%
PJSIMP
1685
P.J. Schmidt Investment Management (PJS)
Wisconsin
$406K -$146K -391 -26%
NIC
1686
Northwest Investment Counselors
Oregon
$406K +$35.5K +100 +10%
RPWA
1687
Regent Peak Wealth Advisors
Georgia
$406K +$60K +169 +17%
KP
1688
Keel Point
Alabama
$405K -$331K -934 -45%
CST
1689
Charles Schwab Trust
Nevada
$405K +$34.4K +97 +9%
FCA
1690
FLC Capital Advisors
California
$404K -$18.5K -49 -4%
SWAG
1691
Spectrum Wealth Advisory Group
California
$404K +$404K +1,134 New
9WM
1692
9258 Wealth Management
Ohio
$402K -$20.7K -58 -5%
SFSG
1693
Sound Financial Strategies Group
Mississippi
$402K -$6.03K -17 -1%
PCG
1694
Private Capital Group
Connecticut
$402K +$25.6K +72 +7%
BSB
1695
Bangor Savings Bank
Maine
$401K
CCP
1696
Clarkston Capital Partners
Michigan
$401K +$30.2K +85 +8%
KFA
1697
Krane Funds Advisors
New York
$399K -$38.7K -109 -9%
HI
1698
HBK Investments
Texas
$398K -$773K -2,175 -66%
AAM
1699
Aureus Asset Management
Massachusetts
$398K +$16.7K +47 +4%
PWP
1700
Principle Wealth Partners
Connecticut
$398K +$18.8K +53 +5%