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Costco

2,800 hedge funds and large institutions have $169B invested in Costco in 2021 Q4 according to their latest regulatory filings, with 461 funds opening new positions, 1,022 increasing their positions, 965 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,800
Holders Change
+357
Holders Change %
+14.61%
% of All Funds
43.24%
Holding in Top 10
231
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+51.97%
% of All Funds
3.57%
New
461
Increased
1,022
Reduced
965
Closed
67
Calls
$5.14B
Puts
$5.55B
Net Calls
-$404M
Net Calls Change
+$68.7M
Name Holding Trade Value Shares
Change
Shares
Change %
NIM
1801
Nexus Investment Management
Ontario, Canada
$877K
FNBOH
1802
First National Bank of Hutchinson
Kansas
$867K +$10.2K +18 +1%
PG
1803
Pendal Group
Australia
$865K +$543K +957 +169%
LC
1804
Lindbrook Capital
California
$859K +$629K +1,109 +274%
CA
1805
Centerpoint Advisors
Massachusetts
$857K -$17K -30 -2%
MA
1806
MJP Associates
Connecticut
$856K +$178K +314 +26%
BBL
1807
Beck Bode LLC
Massachusetts
$856K +$856K +1,508 New
GKWIM
1808
Gerber Kawasaki Wealth & Investment Management
California
$854K -$35.2K -62 -4%
HC
1809
Hamilton Capital
Ohio
$853K +$853K +1,502 New
CC
1810
Constitution Capital
Connecticut
$852K
RA
1811
RFG Advisory
Alabama
$850K +$63.6K +112 +8%
PWM
1812
Palumbo Wealth Management
New York
$849K +$39.7K +70 +5%
AWE
1813
Avidian Wealth Enterprises
Texas
$848K +$31.8K +56 +4%
ATC
1814
Adirondack Trust Company
New York
$847K +$1.14K +2 +0.1%
CNC
1815
Canandaigua National Corp
New York
$847K +$93.7K +165 +12%
BRA
1816
Bender Robert & Associates
California
$846K
RPWA
1817
Regent Peak Wealth Advisors
Georgia
$845K +$30.1K +53 +4%
CGA
1818
Crescent Grove Advisors
Illinois
$844K +$55.1K +97 +7%
IF
1819
Intrua Financial
Texas
$843K +$6.24K +11 +0.7%
VCG
1820
Vantage Consulting Group
Virginia
$841K -$105K -185 -11%
CCM
1821
Carlson Capital Management
Minnesota
$841K +$27.3K +48 +3%
FCA
1822
FinTrust Capital Advisors
South Carolina
$841K +$62.5K +110 +8%
SA
1823
Syntax Advisors
New York
$841K +$841K +1,482 New
OMC
1824
Overbrook Management Corp
New York
$840K -$47.1K -83 -5%
FCB
1825
First Command Bank
Texas
$840K