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Costco

2,340 hedge funds and large institutions have $104B invested in Costco in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,117 increasing their positions, 783 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,340
Holders Change
Holders Change %
0%
% of All Funds
41.2%
Holding in Top 10
103
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-13.45%
% of All Funds
1.81%
New
157
Increased
1,117
Reduced
783
Closed
128
Calls
$3.22B
Puts
$3.54B
Net Calls
-$314M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
2151
Matthew Hamilton Rosenberg
$183K -$21.9K -62 -11%
HWM
2152
Holloway Wealth Management
Florida
$181K -$193K
LWM
2153
Liberty Wealth Management
California
$179K
AWM
2154
Avondale Wealth Management
Texas
$178K +$141K +400 +385%
SOW
2155
State of Wyoming
Wyoming
$178K +$178K +504 New
ARMC
2156
American Research & Management Company
Massachusetts
$176K -$8.8K -25 -5%
WCM
2157
Wunderlich Capital Managemnt
Tennessee
$176K
Credit Agricole
2158
Credit Agricole
France
$172K -$391K -1,112 -69%
AIC
2159
Ayalon Insurance Company
Israel
$169K -$646K -1,815 -79%
PGAM
2160
Princeton Global Asset Management
New Jersey
$168K +$35.1K +100 +26%
BS
2161
Bessemer Securities
New York
$167K
AssetMark Inc
2162
AssetMark Inc
California
$164K -$107K -302 -39%
RAM
2163
Riggs Asset Management
Pennsylvania
$163K
WP
2164
WealthShield Partners
North Carolina
$163K +$163K +462 New
FWM
2165
Focused Wealth Management
New York
$162K +$59.7K +170 +58%
BCM
2166
Bourgeon Capital Management
Connecticut
$159K
CAL
2167
Capital Advisors Ltd
Ohio
$159K
JFA
2168
JNBA Financial Advisors
Minnesota
$159K +$23.6K +67 +17%
FCMT
2169
Founders Capital Management (Texas)
Texas
$157K
BWM
2170
Baystate Wealth Management
Massachusetts
$156K +$353 +1 +0.2%
LS
2171
Leelyn Smith
Illinois
$150K
JWM
2172
Janiczek Wealth Management
Colorado
$150K +$36.4K +103 +32%
TFGT
2173
TS Financial Group (TSFG)
Illinois
$150K +$56.3K +159 +60%
TAIM
2174
TD Ameritrade Investment Management
Nebraska
$149K
PP
2175
PrairieView Partners
Minnesota
$149K +$353 +1 +0.2%