COST icon

Costco

1,019 hedge funds and large institutions have $40.7B invested in Costco in 2014 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 371 increasing their positions, 388 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,019
Holders Change
+20
Holders Change %
+2%
% of All Funds
29.59%
Holding in Top 10
32
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+45.45%
% of All Funds
0.93%
New
72
Increased
371
Reduced
388
Closed
44
Calls
$566M
Puts
$674M
Net Calls
-$108M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
826
Mathes Company
New York
$307K -$100K -800 -25%
GF
827
Gerstein Fisher
New York
$306K +$2.64K +21 +0.9%
RCAG
828
Rehmann Capital Advisory Group
Michigan
$306K +$7.51K +60 +3%
HS
829
Huntington Steele
Pennsylvania
$305K
TFF
830
Timothy F. Fidgeon
$304K
AF
831
Allworth Financial
California
$304K +$3.51K +28 +1%
W
832
Wealthfront
California
$304K +$67.8K +541 +29%
BOTW
833
Bank of the West
California
$303K -$45.9K -366 -13%
HC
834
Hendley & Co
Ohio
$301K
AMAL
835
Asset Management Advisors LLC
Oklahoma
$301K
EFS
836
Essex Financial Services
Connecticut
$297K
CCT
837
Country Club Trust
Missouri
$295K
MIAN
838
Mariner Independent Advisor Network
Kansas
$294K +$31K +247 +12%
AT
839
Arden Trust
Delaware
$294K +$626 +5 +0.2%
VFS
840
VSR Financial Services
Kansas
$293K -$28.3K -226 -9%
SSA
841
South Street Advisors
New York
$293K -$12.5K -100 -4%
CCA
842
Checchi Capital Advisers
California
$293K +$67K +535 +30%
MCM
843
Maple Capital Management
Vermont
$292K +$12.5K +100 +4%
QSS
844
Quantitative Systematic Strategies
Florida
$292K +$292K +2,332 New
KTC
845
Kistler-Tiffany Companies
Pennsylvania
$290K +$501 +4 +0.2%
FSA
846
Franklin Street Advisors
North Carolina
$289K
TF
847
Trutina Financial
Washington
$289K +$20.3K +162 +8%
YMRC
848
Yorktown Management & Research Company
Virginia
$288K
GC
849
Garde Capital
Washington
$287K +$7.26K +58 +3%
BCMO
850
Buckingham Capital Management (Ohio)
Ohio
$286K