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Costco

2,340 hedge funds and large institutions have $104B invested in Costco in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,117 increasing their positions, 783 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
Holders Change %
0%
% of All Funds
41.2%
Holding in Top 10
103
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-13.45%
% of All Funds
1.81%
New
157
Increased
1,117
Reduced
783
Closed
128
Calls
$3.22B
Puts
$3.54B
Net Calls
-$314M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Shares
Change %
OMC
1676
Overbrook Management Corp
New York
$551K -$15.9K -45 -3%
NSB
1677
Norway Savings Bank
Maine
$550K +$31.7K +90 +6%
T
1678
TOBAM
France
$549K
VCWA
1679
Vanguard Capital Wealth Advisors
Colorado
$541K +$179K +471 +50%
GAM
1680
Grandview Asset Management
Pennsylvania
$541K -$61.4K -174 -10%
CRCM
1681
Corbett Road Capital Management
Virginia
$541K -$60.9K -173 -10%
TFO
1682
Tarbox Family Office
California
$541K -$9.52K -27 -2%
MIM
1683
Moseley Investment Management
Florida
$540K +$26.1K +74 +5%
IP
1684
Investment Partners
Ohio
$538K +$72.9K +207 +16%
SIAG
1685
Safeguard Investment Advisory Group
California
$537K +$55K +156 +11%
DCM
1686
Donaldson Capital Management
Indiana
$536K -$4.94M -13,995 -90%
JIR
1687
James Investment Research
Ohio
$536K -$2.3M -6,542 -81%
1W
1688
1776 Wealth
Georgia
$536K -$8.89K -26 -2%
PWA
1689
Physician Wealth Advisors
Utah
$536K
FPGK
1690
Financial Partners Group (Kansas)
Kansas
$535K +$705 +2 +0.1%
IF
1691
Intrua Financial
Texas
$533K +$741 +2 +0.1%
ATC
1692
Adirondack Trust Company
New York
$531K +$37K +105 +7%
OA
1693
Oxbow Advisors
Texas
$528K -$165K -467 -24%
HPWM
1694
Highland Private Wealth Management
Washington
$528K +$11.6K +33 +2%
HIP
1695
HUB Investment Partners
Texas
$525K +$214K +606 +69%
CMI
1696
Clare Market Investments
Texas
$524K +$44.7K +127 +9%
V
1697
VeraBank
Texas
$524K +$42.3K +120 +9%
RS
1698
Retirement Solution
Washington
$523K +$17.6K +50 +3%
MCM
1699
Monarch Capital Management
Indiana
$519K
NP
1700
NorthRock Partners
Minnesota
$518K -$187K -530 -27%