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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 %
PO
1701
Private Ocean
California
$397K +$35.5K +100 +10%
MWM
1702
Modera Wealth Management
New Jersey
$396K
WMA
1703
Wealth Management Associates
New Jersey
$396K +$66K +186 +20%
ARTA
1704
A.R.T. Advisors
New York
$395K -$106K -300 -21%
TCPWM
1705
Traverso Chambers Private Wealth Management
California
$395K
PWMAG
1706
Pinnacle Wealth Management Advisory Group
New Jersey
$395K +$69.6K +196 +21%
TPCW
1707
TD Private Client Wealth
New York
$393K -$100K -282 -20%
Aristotle Capital Management
1708
Aristotle Capital Management
California
$391K -$2.49K -7 -0.6%
WPA
1709
West Paces Advisors
Georgia
$391K -$23.1K -65 -6%
PL
1710
Parthenon LLC
Kentucky
$390K
EGA
1711
Eagle Global Advisors
Texas
$390K
JSL
1712
JT Stratford LLC
Georgia
$388K -$277K -780 -42%
MC
1713
Matisse Capital
Oregon
$386K
RIM
1714
Rampart Investment Management
Connecticut
$384K -$2.52M -7,098 -87%
AWA
1715
ARS Wealth Advisors
Florida
$381K -$20.6K -58 -5%
RA
1716
RFG Advisory
Alabama
$381K +$2.84K +8 +0.8%
RCA
1717
Rowland Carmichael Advisors
Arizona
$380K -$1.42K -4 -0.4%
FMBTD
1718
First Midwest Bank Trust Division
Illinois
$380K +$27.7K +78 +8%
WCM
1719
Wedge Capital Management
North Carolina
$379K
ACA
1720
Affinity Capital Advisors
California
$379K +$45.8K +129 +14%
NC
1721
NovaPoint Capital
Georgia
$378K +$94.5K +266 +33%
MWC
1722
MBM Wealth Consultants
Missouri
$377K -$2.13K -6 -0.6%
EM
1723
Excalibur Management
Massachusetts
$376K
RCM
1724
Radnor Capital Management
Pennsylvania
$376K
WCM
1725
WealthBridge Capital Management
Ohio
$375K -$710 -2 -0.2%