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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 %
BBWA
1876
Bell & Brown Wealth Advisors
California
$254K -$3.4K -9 -1%
PWM
1877
PBMares Wealth Management
Virginia
$254K
FMT
1878
First Mercantile Trust
Tennessee
$252K -$51.1K -140 -17%
ET
1879
Equitable Trust
Tennessee
$252K
SWP
1880
Strategic Wealth Partners
Ohio
$251K +$251K +707 New
RCA
1881
Rex Capital Advisors
Rhode Island
$249K
PWW
1882
Pettyjohn Wood & White
Virginia
$249K +$4.61K +13 +2%
CWM
1883
CCG Wealth Management
California
$249K +$10.7K +30 +4%
TW
1884
Towerpoint Wealth
California
$249K +$249K +702 New
DIP
1885
DT Investment Partners
Pennsylvania
$248K
WSC
1886
Wellington Shields & Co
New York
$248K +$248K +700 New
LDB
1887
Lee, Danner & Bass
Tennessee
$247K -$8.86K -25 -3%
SDWMA
1888
Schneider Downs Wealth Management Advisors
Pennsylvania
$247K +$2.13K +6 +0.9%
BWCS
1889
Beirne Wealth Consulting Services
Connecticut
$247K +$247K +695 New
GTCM
1890
Gyon Technologies Capital Management
New Jersey
$247K +$247K +695 New
SW
1891
SkyOak Wealth
Michigan
$246K -$3.91K -11 -2%
NCM
1892
Northwest Capital Management
Oregon
$246K +$8.9K +25 +4%
HR
1893
Howe & Rusling
New York
$245K -$32.3K -91 -12%
BWM
1894
BCS Wealth Management
Tennessee
$245K -$31.6K -89 -11%
MCA
1895
Mercer Capital Advisers
New Jersey
$245K
HIC
1896
Holderness Investments Company
North Carolina
$244K
CCM
1897
Compton Capital Management
Rhode Island
$244K
BA
1898
Ballast Advisors
Minnesota
$244K +$244K +686 New
WSCM
1899
Wellington Shields Capital Management
New York
$243K +$243K +685 New
PP
1900
PDS Planning
Ohio
$242K -$29.5K -83 -11%