COST icon

Costco
COST

Overview Fund Activity

926 hedge funds and large institutions have $36.4B invested in Costco in 2013 Q2 according to their latest regulatory filings, with 926 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
926
Holders Change
+926
Holders Change %
–
% of All Funds
30.23%
Holding in Top 10
39
Holding in Top 10 Change
+39
Holding in Top 10 Change %
%
% of All Funds
1.27%
New
926
Increased
–
Reduced
–
Closed
–
Calls
$256M
Puts
$333M
Net Calls
-$77.4M
Net Calls Change
-$77.4M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
801
Banyan Partners
Florida
$242K +$242K +2,192 New
BCMO
802
Buckingham Capital Management (Ohio)
Ohio
$240K +$240K +2,170 New
FIM
803
Freedom Investment Management
Connecticut
$239K +$239K +2,157 New
EWM
804
Elite Wealth Management
Washington
$236K +$236K +2,134 New
LI
805
Lafayette Investments
Maryland
$235K +$235K +2,126 New
NIM
806
Nexus Investment Management
Ontario, Canada
$231K +$231K +2,000 New
MCWS
807
McKinley Carter Wealth Services
West Virginia
$231K +$231K +2,087 New
RC
808
Roundview Capital
New Jersey
$228K +$228K +2,059 New
BDF
809
Balasa Dinverno & Foltz
$228K +$228K +2,062 New
MI
810
Mercer Investments
Massachusetts
$224K +$224K +2,024 New
EFS
811
Essex Financial Services
Connecticut
$224K +$224K +2,027 New
JAMONY
812
Jacob Asset Management of New York
California
$221K +$221K +2,000 New
IT
813
Independence Trust
Tennessee
$221K +$221K +2,000 New
MCM
814
Maple Capital Management
Vermont
$219K +$219K +1,982 New
CBN
815
Cadence Bank NA
Texas
$219K +$219K +1,986 New
SCP
816
Seizert Capital Partners
Michigan
$218K +$218K +1,970 New
CCT
817
Country Club Trust
Missouri
$218K +$218K +1,974 New
HC
818
Hourglass Capital
Texas
$217K +$217K +1,962 New
MPI
819
Mairs & Power Inc
Minnesota
$217K +$217K +1,966 New
ANB
820
Amarillo National Bank
Texas
$216K +$216K +1,955 New
1SB
821
1ST Source Bank
Indiana
$215K +$215K +1,945 New
ACM
822
Azimuth Capital Management
Michigan
$213K +$213K +1,929 New
FPA
823
Fieldpoint Private Advisors
New York
$210K +$210K +1,900 New
BIM
824
Bridges Investment Management
Nebraska
$210K +$210K +1,900 New
PL
825
Parthenon LLC
Kentucky
$210K +$210K +1,900 New
31 32
33
34 35