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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 %
PF
1776
Phoenix Financial
Israel
$270K +$270K +950 New
BI
1777
Ballast Inc
Kentucky
$269K
SCA
1778
Sander Capital Advisors
Washington
$269K +$23.1K +76 +9%
WIM
1779
Wittenberg Investment Management
Massachusetts
$268K +$2.73K +9 +1%
TFA
1780
Toth Financial Advisory
Virginia
$268K +$45.6K +150 +20%
MS
1781
Maven Securities
Jersey
$267K -$942K -3,118 -78%
PPSG
1782
Princeton Portfolio Strategies Group
New Jersey
$267K
NFC
1783
Northeast Financial Consultants
Connecticut
$267K
EIA
1784
Eldridge Investment Advisors
New Hampshire
$267K
WPC
1785
White Pine Capital
Minnesota
$267K
TSW
1786
Thompson Siegel & Walmsley
Virginia
$266K
LPIC
1787
LeJeune Puetz Investment Counsel
Michigan
$265K
PIA
1788
Perennial Investment Advisors
California
$263K -$36.4K -120 -12%
ERIM
1789
Eagle Ridge Investment Management
Connecticut
$263K
OCM
1790
One Capital Management
California
$263K +$4.85K +16 +2%
RP
1791
Riverbridge Partners
Minnesota
$261K +$261K +861 New
WLPWM
1792
Walled Lake Planning & Wealth Management
Illinois
$260K -$7.29K -24 -3%
MIC
1793
Meridian Investment Counsel
California
$260K
VFP
1794
Verus Financial Partners
Virginia
$260K
ESB
1795
Essex Savings Bank
Connecticut
$260K +$15.8K +52 +6%
CWM
1796
Connecticut Wealth Management
Connecticut
$260K +$30.6K +101 +13%
FAM
1797
Formidable Asset Management
Ohio
$260K +$260K +807 New
VCWA
1798
Vanguard Capital Wealth Advisors
Colorado
$257K +$257K +849 New
SC
1799
Sawyer & Company
Massachusetts
$255K
WA
1800
Wealth Architects
California
$253K -$13.4K -44 -5%