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Costco

1,250 hedge funds and large institutions have $51.6B invested in Costco in 2015 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 442 increasing their positions, 476 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,250
Holders Change
+83
Holders Change %
+7.11%
% of All Funds
32.83%
Holding in Top 10
72
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20%
% of All Funds
1.89%
New
150
Increased
442
Reduced
476
Closed
51
Calls
$418M
Puts
$581M
Net Calls
-$164M
Net Calls Change
-$91.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ADL
851
Asset Dedication LLC
California
$643K +$643K +3,980 New
JWBC
852
J.W. Burns & Co
New York
$641K
WAS
853
WESPAC Advisors SoCal
California
$641K +$641K +3,969 New
MNBTD
854
Moody National Bank Trust Division
Texas
$632K -$28.3K -175 -4%
SFU
855
Stonehage Fleming (UK)
United Kingdom
$621K -$194K -1,200 -24%
MFS
856
Madrona Financial Services
Washington
$621K -$13.7K -85 -2%
BW
857
Bison Wealth
Georgia
$620K +$103K +637 +20%
ICAS
858
Investors Capital Advisory Services
Massachusetts
$619K +$7.42K +46 +1%
SC
859
Savant Capital
Illinois
$618K +$288K +1,785 +87%
Fisher Asset Management
860
Fisher Asset Management
Washington
$616K -$211K -1,305 -25%
RP
861
Rowlandmiller & Partners
Georgia
$616K
III
862
Independent Investors Inc
New York
$613K +$32.3K +200 +6%
ANRIA
863
American National Registered Investment Advisor
Texas
$611K -$28.3K -175 -4%
MCM
864
Murphy Capital Management
New Jersey
$610K +$12.9K +80 +2%
CAL
865
Capital Analysts LLC
Pennsylvania
$609K -$718K -4,443 -54%
FUBT
866
First United Bank & Trust
Maryland
$609K -$90.5K -560 -13%
PFS
867
Physicians Financial Services
North Carolina
$604K +$604K +3,738 New
QCMC
868
Quantum Capital Management (California)
California
$603K -$5.98K -37 -1%
AAM
869
Azzad Asset Management
Virginia
$601K +$17.3K +107 +3%
BTNA
870
Bremer Trust National Association
Minnesota
$599K -$25.1K -155 -4%
PL
871
Perpetual Ltd
Australia
$598K -$662K -4,100 -53%
JFGIW
872
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$597K -$306K -1,889 -34%
BBA
873
BLB&B Advisors
Pennsylvania
$594K -$12.1K -75 -2%
TA
874
TMD & Associates
Arizona
$593K +$593K +3,669 New
LW
875
Linscomb Wealth
Texas
$592K +$12.4K +77 +2%