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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 %
LNWWM
626
Laird Norton Wetherby Wealth Management
California
$1.02M +$10.4K +87 +1%
CIC
627
Carnegie Investment Counsel
Ohio
$1.02M -$8.93K -75 -0.9%
GIM
628
Guardian Investment Management
California
$1.01M
TIA
629
Tiemann Investment Advisors
California
$1.01M +$1.01M +8,470 New
FNBT
630
FineMark National Bank & Trust
Florida
$1M -$97K -815 -9%
PWM
631
Perigon Wealth Management
California
$997K +$997K +8,377 New
AHS
632
Aspiriant Holdings S3
California
$991K +$77.3K +650 +8%
Twin Tree Management
633
Twin Tree Management
Texas
$989K -$370K -3,105 -27%
BCM
634
BTR Capital Management
California
$985K -$5.95K -50 -0.6%
PP
635
Patten & Patten
Tennessee
$971K +$78.5K +660 +9%
TAM
636
Tocqueville Asset Management
New York
$968K +$32.7K +275 +3%
DAS
637
Dynamic Advisor Solutions
Arizona
$958K +$958K +8,050 New
Rafferty Asset Management
638
Rafferty Asset Management
New York
$953K +$553K +4,648 +138%
CCT
639
Chemung Canal Trust
New York
$950K +$15.5K +130 +2%
SI
640
SII Investments
Wisconsin
$950K +$524K +4,380 +123%
WTIM
641
Wilmington Trust Investment Management
Delaware
$940K
AP
642
Advisor Partners
California
$932K +$29.6K +249 +3%
WA
643
WBH Advisory
Maryland
$931K +$39.7K +334 +4%
TF
644
Tompkins Financial
New York
$923K +$24K +202 +3%
HCM
645
Hodges Capital Management
Texas
$917K +$18.2K +153 +2%
MCM
646
Mazama Capital Management
Oregon
$914K -$407K -3,419 -31%
UCFA
647
United Capital Financial Advisors
Texas
$906K -$2.6M -21,817 -74%
BEAM
648
Baker Ellis Asset Management
Washington
$906K -$5.36K -45 -0.6%
GT
649
Glenview Trust
Kentucky
$904K +$904K +7,591 New
IIC
650
Ironwood Investment Counsel
Arizona
$869K -$98.2K -825 -10%