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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 %
FMP
1976
Financial Management Professionals
Texas
$66K +$55.1K +181 +503%
VNA
1977
Valley National Advisers
Pennsylvania
$65K +$8.51K +28 +15%
TFGT
1978
TS Financial Group (TSFG)
Illinois
$64K +$55.5K +183 +654%
CFG
1979
Capstone Financial Group
Oklahoma
$63K
CAM
1980
CenterStar Asset Management
Illinois
$62K -$96K
PFSC
1981
Peoples Financial Services Corp
Pennsylvania
$61K
EARNEST Partners
1982
EARNEST Partners
Georgia
$61K
SL
1983
Savior LLC
Massachusetts
$57K
EIM
1984
Essex Investment Management
Massachusetts
$55K -$517K -1,691 -90%
TF
1985
TimeScale Financial
Massachusetts
$55K -$12.2K -40 -18%
LFG
1986
Larson Financial Group
Missouri
$55K +$33.1K +109 +151%
RIM
1987
Rockbridge Investment Management
New York
$55K +$55K +183 New
GCM
1988
Gables Capital Management
Florida
$54K +$15.6K +51 +40%
LWS
1989
Lucia Wealth Services
California
$53K
JWM
1990
Janiczek Wealth Management
Colorado
$53K +$3.31K +11 +7%
HGWM
1991
Harvest Group Wealth Management
Massachusetts
$52K -$3.01K -10 -5%
AA
1992
AlphaCentric Advisors
Puerto Rico
$52K +$52K +173 New
CWM
1993
Campbell Wealth Management
Virginia
$49K +$49K +160 New
GFPC
1994
Global Financial Private Capital
Florida
$46K -$2.13K -7 -4%
RFWA
1995
RPg Family Wealth Advisory
Massachusetts
$45.8K
PCA
1996
Providence Capital Advisors
North Carolina
$45K -$2.4K -8 -5%
MAM
1997
Marquette Asset Management
Minnesota
$45K
FFW
1998
Fusion Family Wealth
New York
$45K
EWP
1999
Engrave Wealth Partners
Texas
$45K +$7.15K +24 +19%
BC
2000
Belmont Capital
California
$44K