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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 %
IBOK
2101
Independence Bank of Kentucky
Kentucky
$28K
NR
2102
Newfound Research
Massachusetts
$28K +$28K +78 New
FWM
2103
Filbrandt Wealth Management
Wisconsin
$27K -$80.6K -224 -75%
LGWM
2104
Litman Gregory Wealth Management
California
$27K
MC
2105
Maverick Capital
Texas
$27K +$27K +76 New
TCCM
2106
Timber Creek Capital Management
Massachusetts
$26K
YAL
2107
Your Advocates Ltd
Texas
$26K
PWM
2108
Provident Wealth Management
Tennessee
$26K +$26K +74 New
MAM
2109
Magellan Asset Management
Australia
$24K +$24K +67 New
CAGAS
2110
Capital Advisory Group Advisory Services
Minnesota
$22K
SC
2111
Steph & Co
Wisconsin
$21K
JAM
2112
JCIC Asset Management
Ontario, Canada
$21K
SSWG
2113
Seven Springs Wealth Group
Tennessee
$21K
MAWCM
2114
Mine & Arao Wealth Creation & Management
California
$21K +$2.8K +8 +15%
CTB
2115
Country Trust Bank
Illinois
$20K
DWA
2116
Dougherty Wealth Advisers
Minnesota
$18K
LAM
2117
Lountzis Asset Management
Pennsylvania
$18K
SXL
2118
Summit X LLC
Missouri
$17.8K +$98 +16 +0.6%
EWM
2119
Edge Wealth Management
New York
$17K -$102K -283 -86%
CH
2120
Canton Hathaway
Rhode Island
$15K
SA
2121
SRH Advisors
Kansas
$14K
PW
2122
Price Wealth
Texas
$13K
APC
2123
Aspire Private Capital
North Carolina
$13K +$10.1K +28 +350%
SWM
2124
Selective Wealth Management
Virginia
$11K
CMBA
2125
C.M. Bidwell & Associates
Hawaii
$11K