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Costco

955 hedge funds and large institutions have $37.8B invested in Costco in 2013 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 376 increasing their positions, 345 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
955
Holders Change
+29
Holders Change %
+3.13%
% of All Funds
30.98%
Holding in Top 10
31
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20.51%
% of All Funds
1.01%
New
67
Increased
376
Reduced
345
Closed
31
Calls
$251M
Puts
$370M
Net Calls
-$119M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LG
626
Leuthold Group
Minnesota
$895K -$11.1M -95,973 -93%
UR
627
USCA RIA
Texas
$894K +$36.5K +317 +4%
SG
628
Swarthmore Group
Pennsylvania
$893K -$69.1K -600 -7%
AHS
629
Aspiriant Holdings S3
California
$884K -$97.9K -850 -10%
BEAM
630
Baker Ellis Asset Management
Washington
$882K +$34.6K +300 +4%
AP
631
Advisor Partners
California
$873K +$132K +1,150 +18%
HCM
632
Hodges Capital Management
Texas
$870K +$79.5K +690 +10%
TF
633
Tompkins Financial
New York
$870K +$82.1K +713 +10%
PP
634
Patten & Patten
Tennessee
$864K +$115 +1 +0%
WA
635
WBH Advisory
Maryland
$863K -$38.5K -334 -4%
AI
636
Atria Investments
North Carolina
$857K +$79K +686 +10%
P
637
Pitcairn
Pennsylvania
$848K -$5.99K -52 -0.7%
FIM
638
Fruth Investment Management
Texas
$819K -$10.9K -95 -1%
AWM
639
Altavista Wealth Management
North Carolina
$807K -$23.3K -202 -3%
MBT
640
Montecito Bank & Trust
California
$801K -$12.7K -110 -2%
JIC
641
Johnson Investment Counsel
Ohio
$788K -$66.2K -575 -8%
ODCM
642
Old Dominion Capital Management
Virginia
$781K +$781K +6,785 New
BIC
643
Bridges Investment Counsel
Nebraska
$778K +$46.1K +400 +6%
ZAM
644
Zevin Asset Management
Massachusetts
$771K
CIM
645
CIM Investment Management
Pennsylvania
$770K
SFSIG
646
San Francisco Sentry Investment Group
California
$765K +$43.8K +380 +6%
DCLA
647
Douglas C. Lane & Associates
New York
$751K -$5.76K -50 -0.8%
SFS
648
Signator Financial Services
Massachusetts
$749K +$141K +1,225 +23%
PAMG
649
Patton Albertson Miller Group
Tennessee
$748K +$576 +5 +0.1%
ZIC
650
ZWJ Investment Counsel
Georgia
$742K