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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 %
LCS
1726
Levin Capital Strategies
New York
$303K
PFM
1727
Parsec Financial Management
North Carolina
$303K +$19.7K +65 +7%
SWMG
1728
Strategic Wealth Management Group
Maryland
$302K +$17.3K +57 +6%
EWG
1729
Executive Wealth Group
Washington
$301K +$30.6K +101 +11%
FMBTD
1730
First Midwest Bank Trust Division
Illinois
$301K +$47.6K +157 +19%
EW
1731
Evoke Wealth
California
$300K -$37.7K -124 -11%
ACP
1732
Arcus Capital Partners
Georgia
$300K
CCM
1733
Chickasaw Capital Management
Tennessee
$300K
SCA
1734
Sage Capital Advisors
South Dakota
$300K +$4.85K +16 +2%
ST
1735
Sabal Trust
Florida
$299K -$20K -66 -6%
CPIG
1736
Chicago Partners Investment Group
Illinois
$299K +$1.31K +4 +0.4%
SP
1737
Successful Portfolios
Florida
$298K +$15.2K +50 +5%
HAIM
1738
Hunter Associates Investment Management
Pennsylvania
$296K
PP
1739
Pegasus Partners
Wisconsin
$296K +$3.64K +12 +1%
RPWA
1740
Regent Peak Wealth Advisors
Georgia
$295K +$44.5K +147 +18%
AIP
1741
Ahrens Investment Partners
Louisiana
$293K -$52.8K -174 -15%
SIA
1742
Sit Investment Associates
Minnesota
$293K
FC
1743
Financial Consulate
Maryland
$293K +$1.52K +5 +0.5%
BCM
1744
BTC Capital Management
Iowa
$292K -$213K -701 -42%
OWM
1745
Opes Wealth Management
California
$291K +$291K +959 New
PWA
1746
Providence Wealth Advisors
Illinois
$289K +$4.55K +15 +2%
HR
1747
Hayden Royal
North Carolina
$289K -$152K -502 -35%
BOPW
1748
Brandywine Oak Private Wealth
Pennsylvania
$287K -$98.5K -325 -26%
XWM
1749
Xcel Wealth Management
Florida
$285K -$581K -1,915 -67%
GDP
1750
Great Diamond Partners
Maine
$284K +$10.6K +35 +4%