COST icon

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 %
SQA
1926
Simon Quick Advisors
New Jersey
$147K -$1.51K -5 -1%
BS
1927
Bessemer Securities
New York
$144K
SIS
1928
Sound Income Strategies
Florida
$137K -$9.09K -30 -6%
RCA
1929
Ranch Capital Advisors
Florida
$136K -$158K -464 -54%
BCM
1930
Bourgeon Capital Management
Connecticut
$136K
BSAM
1931
Blue Square Asset Management
New York
$129K +$129K +426 New
PP
1932
PrairieView Partners
Minnesota
$127K +$302 +1 +0.2%
CHC
1933
City Holding Co
West Virginia
$126K
JCM
1934
Jacobi Capital Management
Pennsylvania
$124K -$278K -919 -69%
TAIM
1935
TD Ameritrade Investment Management
Nebraska
$124K +$17.5K +58 +16%
FMII
1936
Farmers & Merchants Investments Inc
Nebraska
$120K +$1.82K +6 +2%
AC
1937
Asio Capital
Kentucky
$118K +$118K +388 New
KWM
1938
Keebeck Wealth Management
Illinois
$116K +$116K +383 New
FP
1939
Financial Perspectives
Minnesota
$115K +$10.3K +34 +10%
CAM
1940
Capco Asset Management
Florida
$115K
RWG
1941
Regal Wealth Group
California
$114K
HWA
1942
HHM Wealth Advisors
Tennessee
$113K +$303 +1 +0.3%
WAM
1943
Wolverine Asset Management
Illinois
$113K +$113K +375 New
CIA
1944
Cascade Investment Advisors
Oregon
$112K
AAP
1945
Arax Advisory Partners
Colorado
$111K -$3.04K -10 -3%
JWA
1946
JFS Wealth Advisors
Pennsylvania
$110K
EWM
1947
Edge Wealth Management
New York
$100K +$25.2K +83 +34%
CCA
1948
Column Capital Advisors
Indiana
$98K -$16.6K -55 -15%
AA
1949
AlphaMark Advisors
Kentucky
$96K -$38.1K -125 -28%
PK
1950
Pflug Koory
Nebraska
$96K