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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 %
SDWMA
1876
Schneider Downs Wealth Management Advisors
Pennsylvania
$209K +$209K +689 New
PWW
1877
Pettyjohn Wood & White
Virginia
$209K +$209K +689 New
HIC
1878
Holderness Investments Company
North Carolina
$208K +$208K +686 New
PMG
1879
Private Management Group
California
$207K +$207K +683 New
RWA
1880
Redhawk Wealth Advisors
Minnesota
$206K +$206K +679 New
LRIC
1881
Long Road Investment Counsel
Michigan
$206K +$206K +680 New
SPL
1882
Smart Portfolios LLC
Washington
$205K +$205K +600 New
BG
1883
Berry Group
Massachusetts
$205K +$205K +675 New
CA
1884
Continuum Advisory
Idaho
$204K -$19.2K -63 -9%
BWM
1885
BerganKDV Wealth Management
Minnesota
$204K +$8.78K +29 +4%
LJAC
1886
L.J. Altfest & Co
New York
$204K +$204K +674 New
AP
1887
Atwood & Palmer
Missouri
$203K
Daiwa Securities Group
1888
Daiwa Securities Group
Japan
$203K
CWM
1889
CCG Wealth Management
California
$203K +$203K +670 New
DMC
1890
Drexel Morgan & Co
Pennsylvania
$202K +$202K +665 New
LC
1891
LCNB Corp
Ohio
$202K +$202K +666 New
NCM
1892
Northwest Capital Management
Oregon
$202K +$202K +666 New
AA
1893
ALPS Advisors
Colorado
$200K -$21.8K -72 -10%
FCA
1894
FinTrust Capital Advisors
South Carolina
$197K -$53.3K -176 -21%
FCM
1895
Firestone Capital Management
Florida
$196K
BFC
1896
Bedel Financial Consulting
Indiana
$191K +$303 +1 +0.2%
CYG
1897
Clean Yield Group
Vermont
$190K
TC
1898
Truvestments Capital
Florida
$186K -$63.9K -211 -26%
Kayne Anderson Rudnick Investment Management
1899
Kayne Anderson Rudnick Investment Management
California
$185K +$33.3K +110 +22%
SFFS
1900
Stonehage Fleming Financial Services
Jersey
$184K -$603K -2,000 -77%