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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 %
SWA
1976
Sutton Wealth Advisors
Florida
$203K
WAS
1977
Wealth Advisory Solutions
Indiana
$203K +$203K +573 New
CRIG
1978
Charter Research & Investment Group
Connecticut
$203K +$203K +573 New
FBA
1979
Front Barnett Associates
Illinois
$203K +$203K +573 New
IFAM
1980
Institutional & Family Asset Management
Colorado
$202K -$8.51K -24 -4%
LS
1981
Leelyn Smith
Illinois
$202K
FFG
1982
Frisch Financial Group
New York
$202K +$202K +568 New
GSC
1983
G&S Capital
Colorado
$202K +$202K +568 New
FWP
1984
FAS Wealth Partners
Kansas
$202K +$202K +569 New
WIP
1985
Wellesley Investment Partners
Massachusetts
$200K +$200K +564 New
LWM
1986
Liberty Wealth Management
California
$190K -$4.61K -13 -2%
GCM
1987
Gladius Capital Management
Illinois
$190K +$190K +533 New
AIM
1988
Acropolis Investment Management
Missouri
$187K
AIC
1989
Archer Investment Corporation
Indiana
$185K
MHR
1990
Matthew Hamilton Rosenberg
$184K
WCG
1991
Weaver Consulting Group
California
$183K -$11K -31 -6%
HWM
1992
Holloway Wealth Management
Florida
$182K
BWM
1993
Baystate Wealth Management
Massachusetts
$179K -$355 -1 -0.2%
WCM
1994
Wunderlich Capital Managemnt
Tennessee
$178K
RAM
1995
Riggs Asset Management
Pennsylvania
$177K +$177K +500 New
SIS
1996
Sound Income Strategies
Florida
$173K +$12.4K +35 +8%
BS
1997
Bessemer Securities
New York
$169K
JCM
1998
Jacobi Capital Management
Pennsylvania
$168K +$22.1K +62 +15%
BCM
1999
Bourgeon Capital Management
Connecticut
$162K +$1.78K +5 +1%
CAL
2000
Capital Advisors Ltd
Ohio
$160K -$38.2K -108 -19%