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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 %
AIFAIM
1776
American Institute for Advanced Investment Management
Arizona
$333K -$70.3K -198 -17%
SAM
1777
Summit Asset Management
Tennessee
$332K +$6.39K +18 +2%
CMI
1778
Clare Market Investments
Texas
$331K +$331K +932 New
AF
1779
Alerus Financial
North Dakota
$329K
PWSG
1780
Pacific Wealth Strategies Group
California
$329K +$329K +928 New
SCA
1781
Spearhead Capital Advisors
Florida
$328K +$82K +231 +33%
CGA
1782
Crescent Grove Advisors
Illinois
$327K
GM
1783
GeoWealth Management
Illinois
$326K -$36.1K -103 -10%
BCM
1784
BTC Capital Management
Iowa
$324K -$16.7K -47 -5%
CBA
1785
Coastal Bridge Advisors
Connecticut
$324K
CFG
1786
CKW Financial Group
Hawaii
$324K +$108K +300 +50%
OWM
1787
Opes Wealth Management
California
$323K -$17.8K -50 -5%
SAM
1788
SignalPoint Asset Management
Missouri
$321K -$5.69K -16 -2%
DDPIC
1789
Deroy & Devereaux Private Investment Counsel
Michigan
$321K
HR
1790
Hayden Royal
North Carolina
$317K -$20.6K -58 -6%
TFA
1791
Toth Financial Advisory
Virginia
$315K +$1.78K +5 +0.6%
PRWA
1792
Platte River Wealth Advisors
Colorado
$315K +$5.33K +15 +2%
WIM
1793
Wittenberg Investment Management
Massachusetts
$314K
SCA
1794
Sander Capital Advisors
Washington
$314K
EIA
1795
Eldridge Investment Advisors
New Hampshire
$313K
NFC
1796
Northeast Financial Consultants
Connecticut
$313K
PCM
1797
Penserra Capital Management
California
$313K +$67.6K +191 +28%
PPSG
1798
Princeton Portfolio Strategies Group
New Jersey
$312K
WPC
1799
White Pine Capital
Minnesota
$312K
LPIC
1800
LeJeune Puetz Investment Counsel
Michigan
$311K