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Costco

2,340 hedge funds and large institutions have $104B invested in Costco in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,117 increasing their positions, 783 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
Holders Change %
0%
% of All Funds
41.2%
Holding in Top 10
103
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-13.45%
% of All Funds
1.81%
New
157
Increased
1,117
Reduced
783
Closed
128
Calls
$3.22B
Puts
$3.54B
Net Calls
-$314M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Shares
Change %
LPT
1801
Legacy Private Trust
Wisconsin
$440K +$38.8K +110 +10%
PO
1802
Private Ocean
California
$438K +$51.2K +145 +13%
TPCW
1803
TD Private Client Wealth
New York
$437K +$50.8K +144 +13%
CA
1804
Continuum Advisory
Idaho
$437K +$58.3K +158 +15%
CC
1805
Centiva Capital
New York
$433K -$200K -568 -32%
BCM
1806
Bayesian Capital Management
New York
$433K +$433K +1,229 New
PFA
1807
Pure Financial Advisors
California
$431K -$22.5K -64 -5%
WA
1808
WESPAC Advisors
California
$429K +$35.6K +101 +9%
MPPW
1809
Mitchell & Pahl Private Wealth
Oklahoma
$429K +$61.7K +175 +17%
PL
1810
Plancorp LLC
Missouri
$426K -$84.9K -241 -17%
NNP
1811
Nachman Norwood & Parrott
South Carolina
$426K +$38.8K +110 +10%
SSG
1812
Summit Securities Group
New York
$423K -$670K -1,900 -61%
NCM
1813
Northside Capital Management
Oregon
$423K -$149K -424 -26%
PL
1814
Parthenon LLC
Kentucky
$422K -$38K -108 -8%
JCM
1815
Jacobi Capital Management
Pennsylvania
$422K +$249K +706 +144%
SWMG
1816
Strategic Wealth Management Group
Maryland
$419K +$7.4K +21 +2%
SRC
1817
Sage Rhino Capital
California
$415K -$216K -614 -34%
IGGA
1818
Iron Gate Global Advisors
Utah
$414K -$261K -740 -39%
AP
1819
Atwood & Palmer
Missouri
$412K +$35.2K +100 +9%
CCP
1820
Cardan Capital Partners
Colorado
$411K -$49K -139 -11%
FMBTD
1821
First Midwest Bank Trust Division
Illinois
$410K -$10.9K -31 -3%
PWA
1822
Phoenix Wealth Advisors
North Carolina
$409K
FWI
1823
Facet Wealth Inc
Maryland
$409K +$409K +1,159 New
NA
1824
Nottingham Advisors
New York
$408K
BCP
1825
Blue Chip Partners
Michigan
$407K -$84.6K -240 -17%