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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 %
WIC
726
Woodmont Investment Counsel
Tennessee
$1.34M
FT
727
Fiduciary Trust
Massachusetts
$1.33M -$55.6K -332 -4%
D.E. Shaw & Co
728
D.E. Shaw & Co
New York
$1.33M -$12.8M -76,533 -91%
TCM
729
Tradition Capital Management
New Jersey
$1.33M -$25K -149 -2%
PIA
730
Peachtree Investment Advisors
Georgia
$1.33M +$155K +925 +13%
WAM
731
Wealthspire Advisors (Maryland)
Maryland
$1.31M -$280K -1,669 -18%
IRF
732
IBM Retirement Fund
New York
$1.31M -$7.35M -34,720 -85%
LFAS
733
Level Four Advisory Services
Texas
$1.29M +$95.1K +569 +8%
WA
734
Waverly Advisors
Alabama
$1.29M +$1.29M +7,703 New
IMOV
735
Investment Management of Virginia
Virginia
$1.29M -$56.2K -335 -4%
PC
736
Palo Capital
California
$1.28M +$9.39K +56 +0.7%
EP
737
Elkfork Partners
Oregon
$1.27M +$272K +1,624 +27%
TWA
738
TCI Wealth Advisors
Arizona
$1.27M +$228K +1,357 +22%
PAG
739
Private Advisory Group
Washington
$1.26M +$1.26M +7,522 New
BVDMP
740
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.26M
MWM
741
Marietta Wealth Management
Georgia
$1.25M +$243K +1,449 +24%
SSWM
742
Smith Salley Wealth Management
North Carolina
$1.25M -$130K -778 -9%
TA
743
Tiedemann Advisors
New York
$1.24M +$557K +3,320 +81%
LCM
744
Laurion Capital Management
New York
$1.24M -$1.44M -8,600 -54%
PIM
745
Profit Investment Management
Maryland
$1.24M -$118K -705 -9%
FFA
746
First Foundation Advisors
California
$1.24M +$166K +993 +16%
LWCFA
747
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.23M +$89.7K +535 +8%
HSA
748
HBK Sorce Advisory
Pennsylvania
$1.23M +$53.5K +319 +5%
AIIMS
749
Analyst IMS Investment Management Services
Israel
$1.22M -$6.38K -38 -0.5%
BCM
750
BTC Capital Management
Iowa
$1.2M -$43.3K -258 -3%