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Costco

2,443 hedge funds and large institutions have $134B invested in Costco in 2021 Q3 according to their latest regulatory filings, with 173 funds opening new positions, 955 increasing their positions, 931 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,443
Holders Change
+67
Holders Change %
+2.82%
% of All Funds
42.9%
Holding in Top 10
152
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+42.06%
% of All Funds
2.67%
New
173
Increased
955
Reduced
931
Closed
67
Calls
$3.75B
Puts
$4.22B
Net Calls
-$473M
Net Calls Change
-$752M
Name Holding Trade Value Shares
Change
Shares
Change %
WG
1776
Watchman Group
Texas
$579K -$4.05K -9 -0.7%
RTC
1777
Riverview Trust Company
Washington
$577K
ARMT
1778
Amica Retiree Medical Trust
Rhode Island
$576K -$254K -566 -31%
CRCM
1779
Corbett Road Capital Management
Virginia
$575K -$18.4K -41 -3%
WMA
1780
Wealth Management Associates
New Jersey
$575K
BWP
1781
BSW Wealth Partners
Colorado
$574K -$87.3K -194 -13%
PWA
1782
Providence Wealth Advisors
Illinois
$573K
ICM
1783
IMS Capital Management
Oregon
$573K
GWM
1784
Greenwich Wealth Management
Connecticut
$573K +$573K +1,276 New
BC
1785
Burleson & Co
California
$572K +$7.63K +17 +1%
CIP
1786
Convergence Investment Partners
Florida
$570K +$32.3K +72 +6%
RIM
1787
Regent Investment Management
Kentucky
$567K
NCM
1788
Northwest Capital Management
Oregon
$567K +$36.2K +75 +7%
BIA
1789
Bigelow Investment Advisors
Maine
$562K
WBC
1790
West Branch Capital
Massachusetts
$561K +$38.6K +86 +7%
PFBT
1791
Parkside Financial Bank & Trust
Missouri
$561K +$63.8K +142 +13%
DTIM
1792
Danda Trouve Investment Management
Kansas
$560K -$544K -1,210 -49%
CLOS
1793
Compagnie Lombard Odier SCmA
Switzerland
$560K
OCPWS
1794
One Charles Private Wealth Services
Massachusetts
$560K
TCM
1795
Tributary Capital Management
Nebraska
$559K -$175K -390 -24%
SSW
1796
Smith Shellnut Wilson
Mississippi
$558K +$155K +344 +38%
MAG
1797
MRA Advisory Group
New Jersey
$557K +$31.9K +71 +6%
AC
1798
Addison Capital
Pennsylvania
$554K -$44.9K -100 -7%
CWM
1799
Connecticut Wealth Management
Connecticut
$550K +$12.6K +28 +2%
CCA
1800
Childress Capital Advisors
Texas
$550K +$18.4K +41 +3%