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Costco

996 hedge funds and large institutions have $39.4B invested in Costco in 2013 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 357 increasing their positions, 377 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
996
Holders Change
+41
Holders Change %
+4.29%
% of All Funds
28.93%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.78%
New
104
Increased
357
Reduced
377
Closed
52
Calls
$241M
Puts
$437M
Net Calls
-$196M
Net Calls Change
-$77.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
526
SFE Investment Counsel
California
$1.7M -$35.7K -300 -2%
DL
527
Delta Lloyd
Netherlands
$1.69M +$298K +2,504 +21%
WA
528
WESPAC Advisors
California
$1.68M +$234K +1,963 +16%
GD
529
Grandfield & Dodd
New York
$1.68M
Bessemer Group
530
Bessemer Group
New Jersey
$1.64M +$4.05K +34 +0.2%
ACM
531
Alpha Capital Management
Texas
$1.64M +$24.8K +208 +2%
WA
532
WFG Advisors
Texas
$1.63M -$28.7K -241 -2%
SCM
533
Salem Capital Management
Massachusetts
$1.62M -$5.95K -50 -0.4%
BC
534
Burney Company
Virginia
$1.6M -$280K -2,357 -15%
RC
535
RegentAtlantic Capital
New Jersey
$1.59M -$37.7K -317 -2%
BCM
536
Blume Capital Management
California
$1.57M +$1.57M +13,175 New
RBA
537
Richard Bernstein Advisors
New York
$1.55M +$199K +1,671 +15%
MA
538
Montag & Associates
Georgia
$1.55M
WIC
539
Woodmont Investment Counsel
Tennessee
$1.55M -$35.7K -300 -2%
BG
540
Bollard Group
Massachusetts
$1.54M -$215K -1,810 -12%
Daiwa Securities Group
541
Daiwa Securities Group
Japan
$1.54M -$131K -1,100 -8%
DCMA
542
Daiwa Capital Markets America
New York
$1.54M +$1.54M +12,900 New
ACP
543
Ashfield Capital Partners
California
$1.53M +$57.5K +483 +4%
BAC
544
Boys Arnold & Co
North Carolina
$1.52M
JG
545
Jefferies Group
New York
$1.52M -$837K -7,028 -35%
VIA
546
Vantage Investment Advisors
Pennsylvania
$1.52M +$1.52M +12,841 New
AAM
547
Auxier Asset Management
Oregon
$1.48M
RCM
548
Reynolds Capital Management
Nevada
$1.45M +$59.5K +500 +4%
PCM
549
Parsons Capital Management
Rhode Island
$1.44M +$283K +2,375 +24%
LIA
550
LS Investment Advisors
Michigan
$1.43M +$450K +3,779 +46%