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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 %
FBT
1801
First Bankers Trust
Kentucky
$252K
DC
1802
Derby & Company
Massachusetts
$252K
WR
1803
Watson Rebecca
$252K
FMT
1804
First Mercantile Trust
Tennessee
$252K +$252K +830 New
EAM
1805
Evanson Asset Management
California
$249K +$27.9K +92 +13%
NFG
1806
NewFocus Financial Group
Washington
$248K -$17.6K -58 -7%
PP
1807
Pacifica Partners
Canada
$247K +$13.7K +45 +6%
PFA
1808
Pure Financial Advisors
California
$246K +$246K +810 New
AAS
1809
Annex Advisory Services
Wisconsin
$245K -$2.43K -8 -1%
FP
1810
Foundry Partners
Minnesota
$244K
MFS
1811
Mirabella Financial Services
United Kingdom
$243K -$1.43M -4,707 -85%
AHB
1812
Abner Herrman & Brock
New Jersey
$243K -$12.1K -40 -5%
MCM
1813
MV Capital Management
Maryland
$243K
NAM
1814
NTV Asset Management
West Virginia
$243K +$243K +800 New
NC
1815
NovaPoint Capital
Georgia
$242K
KOMWMG
1816
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$242K +$11.8K +39 +5%
LWM
1817
Lenox Wealth Management
Ohio
$242K +$18.5K +61 +8%
Coatue Management
1818
Coatue Management
New York
$242K +$242K +798 New
PFA
1819
Pinnacle Family Advisors
Missouri
$241K +$7.27K +24 +3%
CC
1820
Cipher Capital
New York
$240K -$944K -3,110 -80%
FCFS
1821
First Command Financial Services
Texas
$239K +$49.1K +162 +26%
FCB
1822
First Command Bank
Texas
$239K +$49.1K +162 +26%
CA
1823
Claro Advisors
Massachusetts
$239K +$239K +787 New
AL
1824
Aspiriant LLC
California
$238K -$45.4K -150 -16%
HR
1825
Howe & Rusling
New York
$237K -$128K -421 -35%