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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 %
PC
1901
Permanens Capital
New York
$352K
IA
1902
IFG Advisors
Missouri
$352K
LCS
1903
Levin Capital Strategies
New York
$352K
AL
1904
Aspiriant LLC
California
$352K +$55.7K +158 +19%
CFS
1905
CRA Financial Services
New Jersey
$352K +$146K +415 +71%
OHS
1906
Odey Holdings (Switzerland)
Switzerland
$352K +$352K +1,000 New
CA
1907
Crewe Advisors
Utah
$351K -$4.58K -13 -1%
SW
1908
SkyOak Wealth
Michigan
$350K +$61K +165 +21%
EWM
1909
Edge Wealth Management
New York
$350K +$333K +946 +2,013%
SCA
1910
Sander Capital Advisors
Washington
$349K +$2.11K +6 +0.6%
PCM
1911
Penserra Capital Management
California
$349K +$67.5K +192 +24%
BFC
1912
Bedel Financial Consulting
Indiana
$349K +$76.9K +218 +28%
NIMI
1913
Natixis Investment Managers International
France
$348K -$14.4K -41 -4%
FCA
1914
FLC Capital Advisors
California
$345K -$8.8K -25 -2%
CCA
1915
Childress Capital Advisors
Texas
$344K +$96.5K +274 +39%
6F
1916
626 Financial
Michigan
$343K +$343K +595 New
SSW
1917
Smith Shellnut Wilson
Mississippi
$342K
CP
1918
Covenant Partners
Tennessee
$341K -$200K -568 -37%
5L
1919
55I LLC
Massachusetts
$341K +$116K +328 +51%
PIMG
1920
Patriot Investment Management Group
Tennessee
$340K +$132K +376 +64%
AIFAIM
1921
American Institute for Advanced Investment Management
Arizona
$339K
CFO
1922
CVA Family Office
Colorado
$339K +$107K +305 +46%
CCT
1923
Chemung Canal Trust
New York
$338K -$7.05K -20 -2%
CCFM
1924
Clear Creek Financial Management
Washington
$337K -$1.07M -2,912 -76%
SB
1925
Strategic Blueprint
Georgia
$337K -$18.4K -52 -5%