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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 %
LRIA
1701
Leonard Rickey Investment Advisors
Washington
$321K +$26.4K +87 +9%
EM
1702
Excalibur Management
Massachusetts
$321K +$53K +175 +20%
NNP
1703
Nachman Norwood & Parrott
South Carolina
$320K -$7.27K -24 -2%
MSAM
1704
Moloney Securities Asset Management
Missouri
$319K +$9.7K +32 +3%
RCG
1705
Rock Creek Group
District of Columbia
$319K +$319K +1,053 New
AWA
1706
Arkadios Wealth Advisors
Georgia
$318K +$26.5K +81 +9%
CST
1707
Charles Schwab Trust
Nevada
$317K
CCP
1708
Clarkston Capital Partners
Michigan
$317K
S
1709
SimplyRich
California
$317K +$21.7K +72 +7%
NIC
1710
Northwest Investment Counselors
Oregon
$316K -$4.85K -16 -2%
MFG
1711
Merit Financial Group
Georgia
$313K -$12.1K -40 -4%
GM
1712
GeoWealth Management
Illinois
$313K +$313K +1,032 New
CCT
1713
Chemung Canal Trust
New York
$312K -$34K -112 -10%
VAG
1714
VisionPoint Advisory Group
Texas
$311K
CBTWT
1715
Community Bank & Trust (Waco, Texas)
Texas
$310K -$19.7K -65 -6%
CVM
1716
Cheviot Value Management
California
$310K
SCP
1717
Seizert Capital Partners
Michigan
$310K
FCFC
1718
First Citizens Financial Corp
Iowa
$310K +$73.9K +244 +31%
FFG
1719
Ford Financial Group
California
$308K -$79.9K -264 -21%
PO
1720
Private Ocean
California
$308K -$75K -248 -20%
BFM
1721
Boothbay Fund Management
New York
$308K +$308K +1,016 New
PFA
1722
Pettinga Financial Advisors
Indiana
$307K +$61.2K +202 +25%
FPGK
1723
Financial Partners Group (Kansas)
Kansas
$306K +$2.73K +9 +0.9%
MIAS
1724
Mason Investment Advisory Services
Virginia
$303K
IA
1725
IFG Advisors
Missouri
$303K -$357K -1,179 -54%