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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 %
IA
1751
IFG Advisors
Missouri
$355K
SCA
1752
Sage Capital Advisors
South Dakota
$355K +$3.55K +10 +1%
CCM
1753
Chickasaw Capital Management
Tennessee
$355K +$3.55K +10 +1%
FPGK
1754
Financial Partners Group (Kansas)
Kansas
$354K -$3.55K -10 -1%
SP
1755
Successful Portfolios
Florida
$354K +$5.68K +16 +2%
CWA
1756
Clarus Wealth Advisors
Arizona
$354K +$34.4K +96 +11%
CCT
1757
Chemung Canal Trust
New York
$353K -$12.4K -35 -3%
EWG
1758
Executive Wealth Group
Washington
$353K
ESB
1759
Essex Savings Bank
Connecticut
$352K +$46.9K +132 +15%
PWA
1760
Providence Wealth Advisors
Illinois
$350K +$11.7K +33 +3%
AGA
1761
Accuvest Global Advisors
Utah
$349K -$536K -1,510 -61%
HAIM
1762
Hunter Associates Investment Management
Pennsylvania
$346K
FC
1763
Financial Consulate
Maryland
$344K +$1.42K +4 +0.4%
SCA
1764
Strategic Capital Advisers
Colorado
$344K +$344K +969 New
AIP
1765
Ahrens Investment Partners
Louisiana
$343K +$355 +1 +0.1%
STA
1766
Summit Trail Advisors
New York
$342K +$342K +910 New
CPIG
1767
Chicago Partners Investment Group
Illinois
$339K -$1.49K -4 -0.4%
VAG
1768
VisionPoint Advisory Group
Texas
$339K
PFA
1769
Pure Financial Advisors
California
$339K +$51.5K +145 +18%
MAA
1770
Mraz Amerine & Associates
California
$338K -$507K -1,427 -60%
GDP
1771
Great Diamond Partners
Maine
$337K +$4.26K +12 +1%
MSAM
1772
Moloney Securities Asset Management
Missouri
$336K -$36.9K -104 -10%
CAI
1773
Capital Advisors Inc
Oklahoma
$336K
RWA
1774
Redhawk Wealth Advisors
Minnesota
$336K +$94.8K +267 +39%
PIMG
1775
Patriot Investment Management Group
Tennessee
$335K +$4.96K +14 +2%