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Costco
COST

Overview Fund Activity

926 hedge funds and large institutions have $36.4B invested in Costco in 2013 Q2 according to their latest regulatory filings, with 926 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+926
Holders Change %
–
% of All Funds
30.23%
Holding in Top 10
39
Holding in Top 10 Change
+39
Holding in Top 10 Change %
%
% of All Funds
1.27%
New
926
Increased
–
Reduced
–
Closed
–
Calls
$256M
Puts
$333M
Net Calls
-$77.4M
Net Calls Change
-$77.4M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
476
Spectrum Advisory Services
Georgia
$2.07M +$2.07M +18,700 New
WRM
477
Westport Resources Management
Connecticut
$2.05M +$2.05M +18,503 New
ClearBridge Investments
478
ClearBridge Investments
New York
$2.03M +$2.03M +18,382 New
GWM
479
Graybill Wealth Management
Illinois
$2.01M +$2.01M +18,212 New
KCG
480
Knight Capital Group
$2M +$2M +18,122 New
PFP
481
Pinnacle Financial Partners
Tennessee
$1.96M +$1.96M +17,767 New
MCM
482
MAI Capital Management
Ohio
$1.92M +$1.92M +17,391 New
CB
483
Chemical Bank
Michigan
$1.89M +$1.89M +17,067 New
CWM
484
Concert Wealth Management
California
$1.88M +$1.88M +16,974 New
WAM
485
Weatherly Asset Management
California
$1.87M +$1.87M +16,938 New
Federated Hermes
486
Federated Hermes
Pennsylvania
$1.84M +$1.84M +16,627 New
BWP
487
Baldwin Wealth Partners
Massachusetts
$1.83M +$1.83M +16,554 New
HFM
488
Hartford Financial Management
Connecticut
$1.82M +$1.82M +16,437 New
Cambridge Investment Research Advisors
489
Cambridge Investment Research Advisors
Iowa
$1.81M +$1.81M +16,338 New
BC
490
Burney Company
Virginia
$1.8M +$1.8M +16,257 New
FC
491
Fiera Capital
New York
$1.8M +$1.8M +16,265 New
VanEck Associates
492
VanEck Associates
New York
$1.76M +$1.76M +15,941 New
CI
493
Constellation Investments
Ohio
$1.75M +$1.75M +15,835 New
RA
494
Rational Advisors
New York
$1.75M +$1.75M +15,788 New
WA
495
WFG Advisors
Texas
$1.74M +$1.74M +15,690 New
OPCM
496
Osborne Partners Capital Management
California
$1.71M +$1.71M +15,475 New
KFS
497
KMS Financial Services
Washington
$1.7M +$1.7M +15,331 New
ZCM
498
Ziegler Capital Management
Illinois
$1.69M +$1.69M +15,305 New
RIG
499
Renaissance Investment Group
Massachusetts
$1.69M +$1.69M +15,263 New
Creative Planning
500
Creative Planning
Kansas
$1.68M +$1.68M +15,151 New
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