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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 %
KFA
2401
Krane Funds Advisors
New York
-$356K -944 Closed
PP
2402
PDT Partners
New York
-$339K -900 Closed
WAS
2403
Wealth Advisory Solutions
Indiana
-$321K -854 Closed
TLP
2404
Tri Locum Partners
New York
-$317K -841 Closed
BWP
2405
Bernardo Wealth Planning
Pennsylvania
-$316K -839 Closed
MSU
2406
Mizuho Securities USA
New York
-$306K -812 Closed
BWCS
2407
Beirne Wealth Consulting Services
Connecticut
-$306K -811 Closed
BDWCC
2408
B&D White Capital Company
Texas
-$303K -805 Closed
AA
2409
AQR Arbitrage
Connecticut
-$291K -777 Closed
IIA
2410
IPG Investment Advisors
California
-$287K -761 Closed
CCM
2411
Crabel Capital Management
California
-$283K -752 Closed
RB
2412
Renasant Bank
Mississippi
-$275K -730 Closed
KCM
2413
Karp Capital Management
California
-$260K -691 Closed
LCC
2414
Lincoln Capital Corp
Rhode Island
-$256K -680 Closed
OQS
2415
Occudo Quantitative Strategies
Florida
-$247K -656 Closed
YMRC
2416
Yorktown Management & Research Company
Virginia
-$245K -650 Closed
VFG
2417
V2 Financial group
Illinois
-$245K -650 Closed
CWM
2418
Chesapeake Wealth Management
Virginia
-$237K -628 Closed
LFA
2419
Lighthouse Financial Advisors
Maryland
-$231K -614 Closed
QCM
2420
Quest Capital Management
Texas
-$225K -597 Closed
PCMC
2421
Private Capital Management (Colorado)
Colorado
-$221K -588 Closed
LOPW
2422
Live Oak Private Wealth
North Carolina
-$220K -584 Closed
FFG
2423
Frisch Financial Group
New York
-$220K -584 Closed
VCM
2424
Vivaldi Capital Management
Illinois
-$217K -576 Closed
BAM
2425
Baldrige Asset Management
Pennsylvania
-$217K -575 Closed