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Costco

1,352 hedge funds and large institutions have $51.8B invested in Costco in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 585 increasing their positions, 481 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,352
Holders Change
-14
Holders Change %
-1.02%
% of All Funds
33.76%
Holding in Top 10
39
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-23.53%
% of All Funds
0.97%
New
86
Increased
585
Reduced
481
Closed
89
Calls
$1.03B
Puts
$1.77B
Net Calls
-$739M
Net Calls Change
+$356M
Name Holding Trade Value Shares
Change
Shares
Change %
SBSB
801
Sullivan, Bruyette, Speros & Blaney
Virginia
$963K -$4.11K -25 -0.4%
SNT
802
Security National Trust
West Virginia
$958K -$54.3K -330 -5%
ICOA
803
Investment Centers of America
North Dakota
$947K +$27.8K +170 +3%
Lido Advisors
804
Lido Advisors
California
$945K -$5.31K -33 -0.6%
BAAM
805
Baker Avenue Asset Management
California
$943K +$14.8K +90 +2%
AT
806
Argent Trust
Texas
$943K +$60.6K +369 +7%
DLHL
807
Donald L. Hagan LLC
Florida
$942K -$38.9K -237 -4%
CIC
808
Crawford Investment Counsel
Georgia
$937K +$4.11K +25 +0.4%
CAL
809
Capital Analysts LLC
Pennsylvania
$930K +$50K +304 +6%
LIC
810
Lodestar Investment Counsel
Illinois
$926K -$3.29K -20 -0.4%
HCM
811
Highlander Capital Management
New Jersey
$924K +$924K +5,622 New
IIM
812
Ipswich Investment Management
Massachusetts
$919K -$1.85M -11,243 -67%
WP
813
WealthPLAN Partners
Nebraska
$917K +$117K +715 +15%
SSP
814
Sapphire Star Partners
Washington
$914K +$914K +5,564 New
BRWA
815
B. Riley Wealth Advisors
Florida
$909K -$70.9K -431 -7%
LNC
816
Lincoln National Corp
Pennsylvania
$908K +$81.4K +495 +10%
EFS
817
Essex Financial Services
Connecticut
$905K -$40.2K -245 -4%
RIM
818
Rampart Investment Management
Connecticut
$889K -$54K -329 -6%
GRQ
819
Gardner Russo & Quinn
Pennsylvania
$874K -$218K -1,325 -20%
WG
820
Winton Group
United Kingdom
$867K +$380K +2,311 +78%
CIA
821
Covington Investment Advisors
Pennsylvania
$861K -$63.3K -385 -7%
FANJ
822
Financial Architects (New Jersey)
New Jersey
$855K +$472K +2,871 +123%
SIA
823
SeaBridge Investment Advisors
New Jersey
$854K
LCM
824
Logan Capital Management
Pennsylvania
$852K +$3.94K +24 +0.5%
ACS
825
Archford Capital Strategies
Illinois
$848K -$80K -487 -9%