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Costco

2,149 hedge funds and large institutions have $108B invested in Costco in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 897 increasing their positions, 788 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,149
Holders Change
+75
Holders Change %
+3.62%
% of All Funds
43.48%
Holding in Top 10
127
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+17.59%
% of All Funds
2.57%
New
165
Increased
897
Reduced
788
Closed
71
Calls
$3.49B
Puts
$3.54B
Net Calls
-$50.3M
Net Calls Change
+$656M
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
1851
V Wealth Advisors
Kansas
$272K -$199K -559 -42%
BG
1852
Berry Group
Massachusetts
$272K +$32.6K +92 +14%
MIP
1853
Marietta Investment Partners
Wisconsin
$271K +$271K +763 New
TIM
1854
Thompson Investment Management
Wisconsin
$270K -$150K -423 -36%
BL
1855
Balentine LLC
Georgia
$269K +$9.22K +26 +4%
MGWM
1856
Marks Group Wealth Management
Minnesota
$268K -$2.13K -6 -0.8%
AHB
1857
Abner Herrman & Brock
New Jersey
$267K -$17.4K -49 -6%
TWP
1858
TFO Wealth Partners
Ohio
$267K +$4.61K +13 +2%
ACM
1859
AUA Capital Management
Pennsylvania
$266K
SNB
1860
Security National Bank
Nebraska
$266K
LHC
1861
Little House Capital
Massachusetts
$264K -$5.31K -15 -2%
FBT
1862
First Bankers Trust
Kentucky
$263K -$32K -90 -11%
VCM
1863
Vigilant Capital Management
Maine
$263K +$9.57K +27 +4%
CA
1864
Continuum Advisory
Idaho
$261K +$21.5K +60 +9%
VWA
1865
Visionary Wealth Advisors
Illinois
$261K +$261K +736 New
IIA
1866
IPG Investment Advisors
California
$260K +$1.78K +5 +0.7%
GCP
1867
Gill Capital Partners
Colorado
$260K
IWS
1868
Insight Wealth Strategies
California
$259K +$259K +730 New
UAS
1869
United Asset Strategies
New York
$258K
KFA
1870
Kelleher Financial Advisors
New York
$258K +$258K +727 New
CAM
1871
Cidel Asset Management
Ontario, Canada
$257K +$6.04K +17 +2%
BWM
1872
BerganKDV Wealth Management
Minnesota
$257K +$17.7K +50 +7%
XWM
1873
Xcel Wealth Management
Florida
$255K -$77.9K -220 -23%
SM
1874
Sciencast Management
New Jersey
$255K +$255K +675 New
SDH
1875
Sloy Dahl & Holst
Washington
$254K -$22.6K -60 -8%