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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 %
CWA
2126
Core Wealth Advisors
Florida
$11K +$11K +31 New
LFG
2127
LifePlan Financial Group
Ohio
$10K
AW
2128
Avion Wealth
Texas
$10K +$10K +27 New
MA
2129
MCF Advisors
Kentucky
$9K
SMG
2130
Spectrum Management Group
Indiana
$9K +$2.08K +6 +30%
CCM
2131
Chiron Capital Management
Florida
$9K +$9K +25 New
BDWM
2132
Brewin Dolphin Wealth Management
Ireland
$8.52K -$12.8K -36 -60%
JSC
2133
Jackson Square Capital
California
$7K
UFF
2134
USA Financial Formulas
Michigan
$6K +$4.5K +12 +300%
BAMG
2135
Brand Asset Management Group
Missouri
$5K
GFPC
2136
Global Financial Private Client
Florida
$4.66K +$4.66K +13 New
NIM
2137
NuWave Investment Management
New Jersey
$4K -$1.58M -3,950 -100%
TJHA
2138
Thomas J. Herzfeld Advisors
Florida
$4K
TVWM
2139
Tower View Wealth Management
Wisconsin
$4K
SFA
2140
Semmax Financial Advisors
North Carolina
$4K
HI
2141
Hudock Inc
Pennsylvania
$3K
TFA
2142
Transamerica Financial Advisors
Florida
$2K -$3.19M -7,968 -100%
SWM
2143
Strategic Wealth Management
Washington
$2K
GC
2144
Globeflex Capital
California
$2K
FP
2145
Fiduciary Planning
Florida
$2K +$2K +6 New
F
2146
F3Logic
Minnesota
$947 -$21 -60 -2%
Koshinski Asset Management
2147
Koshinski Asset Management
Illinois
$843 +$192 +511 +30%
AIA
2148
Arcadia Investment Advisors
Idaho
$813
CPA
2149
Clear Perspective Advisors
Illinois
$664 +$71 +158 +12%
HF
2150
Halpern Financial
Virginia
$406