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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 %
JFGIW
826
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$822K +$10.1K +60 +1%
APP
827
Avantax Planning Partners
Iowa
$816K +$55K +328 +7%
CT
828
Coastline Trust
Rhode Island
$815K -$21K -125 -3%
CAL
829
Capital Analysts LLC
Pennsylvania
$812K +$85.7K +511 +12%
CCM
830
Condor Capital Management
New Jersey
$805K -$19.1K -114 -2%
DLA
831
Douglas Lane & Associates
New York
$803K -$109K -650 -12%
EFS
832
Essex Financial Services
Connecticut
$797K -$338K -2,015 -30%
GP
833
Girard Partners
Pennsylvania
$795K -$137K -817 -15%
VFA
834
Voya Financial Advisors
Connecticut
$794K +$39K +233 +5%
CWA
835
Cypress Wealth Advisors
California
$793K -$3.02K -18 -0.4%
GXMC
836
Global X Management Company
New York
$787K +$68.1K +406 +9%
SCG
837
Sonata Capital Group
Washington
$786K
ATC
838
Argent Trust Co
Tennessee
$785K -$3.02K -18 -0.4%
MPWT
839
MassMutual Private Wealth & Trust
Connecticut
$781K +$161K +962 +26%
BRWA
840
B. Riley Wealth Advisors
Florida
$780K -$16.3K -97 -2%
BP
841
Ballentine Partners
Massachusetts
$779K +$779K +4,638 New
BBA
842
BLB&B Advisors
Pennsylvania
$778K +$23.5K +140 +3%
HT
843
Heritage Trust
Oklahoma
$771K +$771K +4,600 New
CCA
844
Checchi Capital Advisers
California
$770K +$55.5K +331 +8%
CFA
845
Cahill Financial Advisors
Minnesota
$759K +$5.87K +35 +0.8%
TCM
846
Tributary Capital Management
Nebraska
$755K -$185K -1,100 -20%
Fisher Asset Management
847
Fisher Asset Management
Washington
$754K -$39.3K -234 -5%
ANTB
848
AMG National Trust Bank
Colorado
$754K +$20.1K +120 +3%
QT
849
Quantbot Technologies
New York
$751K -$755K -4,506 -50%
FDS
850
First Dallas Securities
Texas
$751K -$125K -744 -14%