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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 %
PHS
1951
Pekin Hardy Strauss
Illinois
$215K +$215K +605 New
HCP
1952
Holt Capital Partners
Texas
$214K +$214K +602 New
TNBTD
1953
Trustmark National Bank Trust Department
Mississippi
$214K +$214K +604 New
KA
1954
KLCM Advisors
Wisconsin
$213K -$35.9K -101 -14%
SPL
1955
Smart Portfolios LLC
Washington
$213K
CAM
1956
Concorde Asset Management
Michigan
$213K +$213K +600 New
FCM
1957
Firestone Capital Management
Florida
$212K -$17.8K -50 -8%
LFA
1958
Lighthouse Financial Advisors
Maryland
$212K +$212K +599 New
WI
1959
WrapManager Inc
California
$211K +$211K +594 New
OSNBOA
1960
Old Second National Bank of Aurora
Illinois
$210K
PCFFS
1961
Pacific Center for Financial Services
California
$210K +$1.42K +4 +0.7%
LA
1962
LexAurum Advisors
Kansas
$209K +$209K +588 New
DIA
1963
Dana Investment Advisors
Wisconsin
$209K +$209K +590 New
QCM
1964
Quest Capital Management
Texas
$209K +$209K +590 New
CFA
1965
CWS Financial Advisors
Michigan
$208K +$208K +586 New
AIA
1966
Arbor Investment Advisors
North Carolina
$206K +$206K +579 New
WLPWM
1967
Walled Lake Planning & Wealth Management
Illinois
$205K -$99.1K -279 -33%
AGA
1968
Arkos Global Advisors
Texas
$205K -$53.9K -152 -21%
LOPW
1969
Live Oak Private Wealth
North Carolina
$205K +$205K +578 New
ANB
1970
Amarillo National Bank
Texas
$205K +$205K +579 New
SFG
1971
Summit Financial Group
West Virginia
$204K +$204K +574 New
Financial Engines Advisors
1972
Financial Engines Advisors
California
$204K +$204K +574 New
AC
1973
Avenir Corporation
Virginia
$204K +$204K +575 New
HKAM
1974
Horizon Kinetics Asset Management
New York
$204K +$204K +576 New
TSWM
1975
Triangle Securities Wealth Management
North Carolina
$204K +$204K +576 New