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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 %
CTFG
1826
Capstone Triton Financial Group
Oklahoma
$407K +$22.6K +64 +6%
IF
1827
IRON Financial
Illinois
$407K +$407K +1,156 New
LWANC
1828
Laurel Wealth Advisors (North Carolina)
North Carolina
$406K
KP
1829
Keel Point
Alabama
$405K -$21.9K -62 -5%
DWM
1830
Denver Wealth Management
Colorado
$405K +$405K +704 New
CAAS
1831
Capital Asset Advisory Services
Michigan
$404K -$257K -731 -39%
VA
1832
Valmark Advisers
Ohio
$404K +$39.8K +113 +11%
NIC
1833
Northwest Investment Counselors
Oregon
$403K
FCM
1834
Fortis Capital Management
Washington
$403K +$138K +391 +52%
WCM
1835
Wedge Capital Management
North Carolina
$402K +$35.3K +100 +10%
BCA
1836
Bay Colony Advisors
Massachusetts
$402K +$115K +325 +40%
WPC
1837
Waters Parkerson & Co
Louisiana
$401K -$17.6K -50 -4%
FCFC
1838
First Citizens Financial Corp
Iowa
$399K -$6K -17 -1%
MAG
1839
MRA Advisory Group
New Jersey
$398K +$141K +401 +55%
BMD
1840
Better Money Decisions
New Mexico
$398K +$398K +1,130 New
PFM
1841
Parsec Financial Management
North Carolina
$397K +$27.5K +78 +7%
KA
1842
Klingman & Associates
New York
$395K +$18.3K +52 +5%
FC
1843
Financial Consulate
Maryland
$392K -$6.7K -19 -2%
WIM
1844
Wittenberg Investment Management
Massachusetts
$392K +$80.4K +228 +26%
PFC
1845
Phocas Financial Corp
California
$392K +$98.6K +280 +34%
ACP
1846
Aviance Capital Partners
Florida
$391K -$387K -1,100 -50%
HWM
1847
Hemington Wealth Management
Virginia
$391K +$172K +487 +78%
BSB
1848
Bangor Savings Bank
Maine
$389K +$14.1K +40 +4%
MWC
1849
MBM Wealth Consultants
Missouri
$389K +$52.9K +150 +16%
Aristotle Capital Management
1850
Aristotle Capital Management
California
$388K