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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 %
CFG
1901
CKW Financial Group
Hawaii
$184K
SCA
1902
Stonebridge Capital Advisors
Minnesota
$183K -$4.54K -15 -2%
OSNBOA
1903
Old Second National Bank of Aurora
Illinois
$180K -$4.87K -16 -3%
IFAM
1904
Institutional & Family Asset Management
Colorado
$180K -$3.03K -10 -2%
PGAM
1905
Princeton Global Asset Management
New Jersey
$180K +$60.3K +199 +50%
PCFFS
1906
Pacific Center for Financial Services
California
$178K +$30.3K +100 +20%
KPCM
1907
Kings Point Capital Management
New York
$175K -$9.12K -30 -5%
SWA
1908
Sutton Wealth Advisors
Florida
$173K -$14.6K -48 -8%
WFMPM
1909
Woodley Farra Manion Portfolio Management
Indiana
$172K
LS
1910
Leelyn Smith
Illinois
$172K
CAL
1911
Capital Advisors Ltd
Ohio
$170K
SIAS
1912
Shine Investment Advisory Services
Colorado
$170K +$47.6K +157 +39%
LF
1913
Lee Financial
Texas
$168K
LWM
1914
Liberty Wealth Management
California
$166K +$2.12K +7 +1%
WCG
1915
Weaver Consulting Group
California
$166K +$12.1K +40 +8%
BAMCO Inc
1916
BAMCO Inc
New York
$166K +$26.7K +88 +19%
CFO
1917
CVA Family Office
Colorado
$162K
HFA
1918
Hoover Financial Advisors
Pennsylvania
$161K +$161K +532 New
AIM
1919
Acropolis Investment Management
Missouri
$160K +$34.9K +115 +28%
AIC
1920
Archer Investment Corporation
Indiana
$158K +$4.25K +14 +3%
MHR
1921
Matthew Hamilton Rosenberg
$157K -$17.8K -59 -10%
CB
1922
Community Bank
New York
$156K +$28.6K +94 +22%
AS
1923
Altshuler Shaham
Israel
$154K +$147K +485 +2,021%
BWM
1924
Baystate Wealth Management
Massachusetts
$153K +$27.6K +91 +22%
WCM
1925
Wunderlich Capital Managemnt
Tennessee
$152K