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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 %
SIS
2201
Sound Income Strategies
Florida
$102K +$2.82K +8 +3%
TSW
2202
Thompson Siegel & Walmsley
Virginia
$101K -$13.7K -39 -12%
PK
2203
Pflug Koory
Nebraska
$100K -$10.6K -30 -10%
HIM
2204
Hillsdale Investment Management
Ontario, Canada
$99K -$417K -1,180 -81%
AS
2205
Altshuler Shaham
Israel
$99K -$10.2K -29 -9%
WLPWM
2206
Walled Lake Planning & Wealth Management
Illinois
$99K
AP
2207
Arlington Partners
Alabama
$99K
PG
2208
Proffitt & Goodson
Tennessee
$97K
RCA
2209
Ranch Capital Advisors
Florida
$96K
AWM
2210
Accel Wealth Management
Iowa
$96K +$17.7K +50 +23%
SLF
2211
Sun Life Financial
Ontario, Canada
$93K +$1.05K +3 +1%
CCA
2212
Catalyst Capital Advisors
New York
$92K -$17.2K -49 -16%
FFA
2213
Freedman Financial Associates
Massachusetts
$90K
TLFA
2214
True Link Financial Advisors
California
$88K
TF
2215
TimeScale Financial
Massachusetts
$86K +$22.2K +63 +35%
KFS
2216
Kelly Financial Services
Massachusetts
$85.7K
ST
2217
Sageworth Trust
Pennsylvania
$81K -$10.6K -30 -12%
VRM
2218
Vectors Research Management
New York
$81K
CFFP
2219
Center for Financial Planning
Michigan
$81K
FA
2220
Financial Avengers
California
$79K +$13.1K +37 +20%
AFS
2221
Annapolis Financial Services
Maryland
$79K +$35.1K +100 +80%
SC
2222
Sierra Capital
Florida
$79K +$79K +223 New
VNA
2223
Valley National Advisers
Pennsylvania
$75K -$352 -1 -0.5%
Nomura Holdings
2224
Nomura Holdings
Japan
$71K -$10.6M -30,142 -99%
EARNEST Partners
2225
EARNEST Partners
Georgia
$71K