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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 %
ACA
1751
Affinity Capital Advisors
California
$284K +$14.8K +49 +6%
PIMG
1752
Patriot Investment Management Group
Tennessee
$283K +$303 +1 +0.1%
CWA
1753
Clarus Wealth Advisors
Arizona
$282K -$656K -2,075 -70%
BBA
1754
Braun-Bostich & Associates
Pennsylvania
$282K
CA
1755
Crewe Advisors
Utah
$282K +$199K +655 +238%
AO
1756
Advisor OS
Illinois
$282K +$282K +930 New
WMA
1757
Wealth Management Associates
New Jersey
$282K +$282K +929 New
AF
1758
Alerus Financial
North Dakota
$281K +$28.8K +95 +11%
EWF
1759
Epstein & White Financial
California
$280K
CGA
1760
Crescent Grove Advisors
Illinois
$279K -$257K -849 -48%
S
1761
Surevest
California
$279K -$154K -509 -36%
FPCP
1762
Fort Point Capital Partners
California
$279K -$4.25K -14 -1%
SAM
1763
SignalPoint Asset Management
Missouri
$278K -$10.3K -34 -4%
SAM
1764
Summit Asset Management
Tennessee
$278K
GTAM
1765
Global Trust Asset Management
Florida
$278K +$55.4K +183 +25%
PWMAG
1766
Pinnacle Wealth Management Advisory Group
New Jersey
$278K +$278K +916 New
CBA
1767
Coastal Bridge Advisors
Connecticut
$277K
WBC
1768
West Branch Capital
Massachusetts
$276K -$74.5K -246 -21%
DDPIC
1769
Deroy & Devereaux Private Investment Counsel
Michigan
$274K
YMRC
1770
Yorktown Management & Research Company
Virginia
$273K
NSB
1771
Norway Savings Bank
Maine
$273K +$3.03K +10 +1%
PRWA
1772
Platte River Wealth Advisors
Colorado
$272K +$272K +872 New
SSW
1773
Smith Shellnut Wilson
Mississippi
$271K
CIM
1774
Confluence Investment Management
Missouri
$271K +$6.98K +23 +3%
AIA
1775
AIMZ Investment Advisors
California
$270K