COST icon

Costco

1,327 hedge funds and large institutions have $55B invested in Costco in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 462 increasing their positions, 578 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
-5
Holders Change %
-0.38%
% of All Funds
33.08%
Holding in Top 10
49
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-26.87%
% of All Funds
1.22%
New
94
Increased
462
Reduced
578
Closed
79
Calls
$788M
Puts
$962M
Net Calls
-$174M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
BOS
651
Bank of Stockton
California
$1.8M -$75.4K -450 -4%
ECM
652
Exchange Capital Management
Michigan
$1.79M -$38.6K -230 -2%
ZIC
653
ZWJ Investment Counsel
Georgia
$1.79M +$634K +3,781 +55%
WA
654
WBH Advisory
Maryland
$1.78M -$8.38K -50 -0.5%
PGIM
655
Pacific Global Investment Management
California
$1.77M -$35.2K -210 -2%
GAM
656
Gemmer Asset Management
California
$1.77M
WA1
657
Wimmer Associates 1
California
$1.76M -$72.9K -435 -4%
AP
658
Advisor Partners
California
$1.76M +$27.8K +166 +2%
SYBT
659
Stock Yards Bank & Trust
Kentucky
$1.76M +$117K +700 +7%
PA
660
Perennial Advisors
New York
$1.73M -$121K -721 -7%
Jones Financial Companies
661
Jones Financial Companies
Missouri
$1.73M +$1.46M +8,726 +557%
BMC
662
Benin Management Corp
Connecticut
$1.71M +$13.4K +80 +0.8%
Federated Hermes
663
Federated Hermes
Pennsylvania
$1.7M +$238K +1,418 +16%
AAM
664
Auxier Asset Management
Oregon
$1.69M -$221K -1,319 -12%
BIM
665
Baldwin Investment Management
Pennsylvania
$1.69M
PTC
666
Private Trust Company
Ohio
$1.68M -$609K -3,632 -27%
IP
667
Interval Partners
New York
$1.68M +$1.68M +10,000 New
LOAMS
668
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.67M +$1.67M +9,984 New
TU
669
TDAM USA
Ontario, Canada
$1.67M -$95.1K -567 -5%
NIPH
670
NN Investment Partners Holdings
Netherlands
$1.65M -$317K -1,890 -16%
AF
671
Arrow Financial
New York
$1.65M -$829K -4,944 -33%
RC
672
RegentAtlantic Capital
New Jersey
$1.65M -$56.7K -338 -3%
SCM
673
Salem Capital Management
Massachusetts
$1.64M -$159K -950 -9%
SWP
674
Stratos Wealth Partners
Ohio
$1.64M +$538K +3,210 +49%
TCM
675
Tradewinds Capital Management
Washington
$1.63M +$3.52K +21 +0.2%