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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 %
CMBA
2051
C.M. Bidwell & Associates
Hawaii
$9K -$622K -2,072 -99%
CA
2052
Centerpoint Advisors
Massachusetts
$9K +$9K +31 New
MWA
2053
MFA Wealth Advisors
Pennsylvania
$8.19K +$8.19K +27 New
MA
2054
MCF Advisors
Kentucky
$8K
LFG
2055
LifePlan Financial Group
Ohio
$8K
OAJ
2056
Ogorek Anthony Joseph
New York
$7K
SMG
2057
Spectrum Management Group
Indiana
$6K
JSC
2058
Jackson Square Capital
California
$6K
WAMC
2059
Western Asset Management Company
California
$6K +$6K +19 New
BAMG
2060
Brand Asset Management Group
Missouri
$5K
JPLA
2061
Joseph P. Lucia & Associates
New York
$5K
TJHA
2062
Thomas J. Herzfeld Advisors
Florida
$4K +$4K +11 New
TVWM
2063
Tower View Wealth Management
Wisconsin
$4K +$4K +12 New
SFA
2064
Semmax Financial Advisors
North Carolina
$3K
JG
2065
Jefferies Group
New York
$2.85K -$535 -1,764 -16%
GC
2066
Globeflex Capital
California
$2K
SWM
2067
Strategic Wealth Management
Washington
$2K +$2K +5 New
APC
2068
Aspire Private Capital
North Carolina
$2K +$1.75K +7 +700%
HI
2069
Hudock Inc
Pennsylvania
$2K +$2K +9 New
UFF
2070
USA Financial Formulas
Michigan
$1K +$1K +4 New
AIA
2071
Arcadia Investment Advisors
Idaho
$813
TI
2072
tru Independence
Oregon
$809 +$155 +510 +24%
FI
2073
Financial Insights
Washington
$594 +$541 +20,078 +1,025%
HF
2074
Halpern Financial
Virginia
$346
NA
2075
Nottingham Advisors
New York
$323