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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 %
CVM
1701
Cheviot Value Management
California
$516K +$158K +448 +44%
MSAM
1702
Moloney Securities Asset Management
Missouri
$515K -$67.4K -191 -12%
SAF
1703
Smith Anglin Financial
Texas
$514K +$13.4K +38 +3%
PWMAG
1704
Pinnacle Wealth Management Advisory Group
New Jersey
$514K +$60K +170 +13%
MSS
1705
Mitchell Sinkler & Starr
Pennsylvania
$512K
CRI
1706
Colonial River Investments
Virginia
$512K +$52.9K +150 +12%
ABC
1707
Associated Banc-Corp
Wisconsin
$511K -$147K -514 -22%
VC
1708
Veracity Capital
Georgia
$510K +$28.9K +82 +6%
DL
1709
DOHJ LLC
Washington
$509K -$1.77M -5,016 -78%
CAI
1710
Capital Advisors Inc
Oklahoma
$509K +$173K +490 +51%
CG
1711
Cutler Group
California
$509K +$509K +1,445 New
WBC
1712
West Branch Capital
Massachusetts
$505K -$568K -1,609 -53%
GG
1713
Gleason Group
Kentucky
$505K +$1.06K +3 +0.2%
Members Trust
1714
Members Trust
Florida
$503K -$2.47K -7 -0.5%
GIP
1715
Greatmark Investment Partners
Georgia
$503K
WMA
1716
Wealth Management Associates
New Jersey
$502K +$352 +1 +0.1%
MAM
1717
Morse Asset Management
Connecticut
$502K -$2.25M -6,380 -82%
NEAM
1718
New England Asset Management
Connecticut
$502K
GAM
1719
Gould Asset Management
California
$501K -$1.76K -5 -0.4%
CWAG
1720
Compton Wealth Advisory Group
Virginia
$499K +$33.8K +96 +7%
SIA
1721
Sit Investment Associates
Minnesota
$499K +$144K +410 +41%
COF
1722
Capital One Financial
Virginia
$498K -$133K -376 -21%
BMWM
1723
Brown Miller Wealth Management
Virginia
$497K +$24.7K +70 +5%
VLC
1724
Van Leeuwen & Company
New Jersey
$496K -$600K -1,701 -55%
PPP
1725
Private Portfolio Partners
New Jersey
$496K +$22.6K +64 +5%