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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 %
FFC
1951
First Financial Corp
Indiana
$95K
MLFP
1952
MPS Loria Financial Planners
Illinois
$93K +$93K +306 New
FWM
1953
FSA Wealth Management
Massachusetts
$91K -$102K -335 -53%
LC
1954
Lindbrook Capital
California
$91K -$7.3K -24 -7%
PC
1955
Permanens Capital
New York
$91K
AFM
1956
Abbot Financial Management
Massachusetts
$91K
FWM
1957
Filbrandt Wealth Management
Wisconsin
$91K +$68.2K +224 +299%
IAS
1958
IMA Advisory Services
Colorado
$89K
CMA
1959
Cedar Mountain Advisors
Oregon
$88K +$5.44K +18 +7%
APWM
1960
Atlas Private Wealth Management
New York
$85K
PG
1961
Proffitt & Goodson
Tennessee
$84K +$35.3K +116 +73%
SLF
1962
Sun Life Financial
Ontario, Canada
$80K
CCM
1963
Cribstone Capital Management
Maine
$78K +$29.3K +96 +60%
IF
1964
Ironwood Financial
Arizona
$77K -$303 -1 -0.4%
VRM
1965
Vectors Research Management
New York
$77K
BSG
1966
Black Swift Group
Colorado
$76K +$76K +250 New
CWC
1967
Carolinas Wealth Consulting
North Carolina
$74K +$74K +245 New
KFS
1968
Kelly Financial Services
Massachusetts
$73.5K
AP
1969
Arlington Partners
Alabama
$71K -$93.2K -306 -57%
HIM
1970
Hillsdale Investment Management
Ontario, Canada
$71K
JFA
1971
JNBA Financial Advisors
Minnesota
$71K
APW
1972
Acima Private Wealth
Virginia
$71K
APWA
1973
Atlas Private Wealth Advisors
New Jersey
$71K +$71K +233 New
CFFP
1974
Center for Financial Planning
Michigan
$70K -$11K -36 -14%
CAM
1975
Close Asset Management
United Kingdom
$67K