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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 %
CFA
701
Cahill Financial Advisors
Minnesota
$622K +$622K +5,220 New
III
702
Independent Investors Inc
New York
$618K
WPP
703
Whalerock Point Partners
Rhode Island
$618K +$618K +5,200 New
BA
704
BlackRock Advisors
Delaware
$614K
GF
705
Gerstein Fisher
New York
$614K +$310K +2,604 +102%
BC
706
Bartlett & Co
Ohio
$603K -$3.57K -30 -0.6%
TU
707
TDAM USA
Ontario, Canada
$602K +$352K +2,962 +141%
WP
708
WMS Partners
Maryland
$598K +$59.6K +500 +11%
B
709
Barings
North Carolina
$593K -$1.41M -11,880 -70%
BFO
710
Boston Family Office
Massachusetts
$583K
RJT
711
Raymond James Trust
Florida
$579K -$27.4K -230 -5%
MCM
712
Murphy Capital Management
New Jersey
$577K +$17.8K +150 +3%
CAM
713
Cypress Asset Management
Texas
$575K -$10K -84 -2%
WCM
714
Wallace Capital Management
Texas
$573K
BA
715
Boston Advisors
Massachusetts
$572K -$11.9K -100 -2%
BBA
716
BLB&B Advisors
Pennsylvania
$572K +$145K +1,220 +34%
CCP
717
Clarkston Capital Partners
Michigan
$567K +$77.3K +650 +16%
Fayez Sarofim & Co
718
Fayez Sarofim & Co
Texas
$567K +$567K +4,765 New
GLA
719
Great Lakes Advisors
Illinois
$564K -$124K -1,044 -18%
RI
720
Redwood Investments
Massachusetts
$554K -$10.2M -85,632 -95%
FUBT
721
First United Bank & Trust
Maryland
$551K +$5.95K +50 +1%
HCM
722
Hollencrest Capital Management
California
$548K +$548K +4,609 New
CS
723
Cannell & Spears
New York
$547K +$293K +2,465 +115%
WAM
724
Wolverine Asset Management
Illinois
$547K +$547K +4,597 New
FT
725
Fiduciary Trust
Massachusetts
$540K +$11.9K +100 +2%