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Costco

1,232 hedge funds and large institutions have $48B invested in Costco in 2016 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 437 increasing their positions, 520 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,232
Holders Change
+8
Holders Change %
+0.65%
% of All Funds
32.92%
Holding in Top 10
53
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.11%
% of All Funds
1.42%
New
78
Increased
437
Reduced
520
Closed
55
Calls
$742M
Puts
$1.01B
Net Calls
-$267M
Net Calls Change
-$124M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
826
Integrated Wealth Management
California
$692K +$35.7K +234 +5%
CWA
827
Cypress Wealth Advisors
California
$690K +$6.26K +41 +0.9%
KT
828
Kanaly Trust
Texas
$685K -$224K -1,465 -25%
BBA
829
BLB&B Advisors
Pennsylvania
$684K +$7.63K +50 +1%
BIM
830
Bridges Investment Management
Nebraska
$677K +$22.9K +150 +3%
GW
831
GW & Wade
Massachusetts
$675K -$39.6K -260 -6%
CAM
832
CGOV Asset Management
Ontario, Canada
$675K +$675K +3,375 New
CFA
833
Cahill Financial Advisors
Minnesota
$670K +$4.58K +30 +0.7%
HAG
834
HighPoint Advisor Group
Illinois
$655K -$726K -4,803 -53%
CCA
835
Checchi Capital Advisers
California
$655K +$40.9K +268 +7%
MAM
836
Mizuho Asset Management
Japan
$654K -$247K -1,620 -27%
MLIC
837
Mandatum Life Insurance Company
Finland
$652K +$110K +721 +20%
VFA
838
Voya Financial Advisors
Connecticut
$649K -$26.7K -181 -4%
Carson Wealth (CWM LLC)
839
Carson Wealth (CWM LLC)
Nebraska
$641K +$366K +2,401 +133%
ANTB
840
AMG National Trust Bank
Colorado
$640K +$11.1K +73 +2%
Nomura Holdings
841
Nomura Holdings
Japan
$638K +$638K +4,128 New
LS
842
Livforsakringsbolaget Skandia
Sweden
$634K -$294K -12,417 -32%
ZAM
843
Zevin Asset Management
Massachusetts
$634K -$763K -5,000 -55%
FG
844
Fiduciary Group
Georgia
$634K -$17.5K -115 -3%
ATC
845
Adirondack Trust Company
New York
$634K -$16K -105 -2%
WSFS
846
Wilmington Savings Fund Society
Delaware
$633K -$11.3K -74 -2%
CAL
847
Capital Analysts LLC
Pennsylvania
$633K +$15.9K +104 +3%
BJL
848
Brighton Jones LLC
Washington
$632K +$1.68K +11 +0.3%
ATC
849
Argent Trust Co
Tennessee
$630K +$43.5K +285 +7%
BG
850
Bahl & Gaynor
Ohio
$622K -$1.21M -7,942 -66%