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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 %
GW
851
GW & Wade
Massachusetts
$746K -$29K -173 -4%
BWM
852
Bernicke Wealth Management
Wisconsin
$745K -$242K -1,445 -25%
FRM
853
Fox Run Management
Connecticut
$738K +$738K +4,400 New
HAG
854
HighPoint Advisor Group
Illinois
$732K +$109K +698 +18%
IFB
855
iAB Financial Bank
Indiana
$729K +$53.5K +319 +8%
AAM
856
Azzad Asset Management
Virginia
$728K +$57.4K +342 +9%
RCAMU
857
Rothschild & Co Asset Management US
Connecticut
$727K -$207K -1,232 -22%
NA
858
Neuburgh Advisers
California
$724K +$156K +928 +27%
BIM
859
Bridges Investment Management
Nebraska
$719K -$33.4K -199 -4%
PAA
860
Peregrine Asset Advisers
Oregon
$718K +$148K +880 +26%
MLIC
861
Mandatum Life Insurance Company
Finland
$717K
PNC
862
Park National Corp
Ohio
$706K +$220K +1,315 +45%
BA
863
Boston Advisors
Massachusetts
$700K -$18.3K -109 -3%
ISL
864
Ingalls & Snyder LLC
New York
$692K +$416K +2,483 +151%
BG
865
Bahl & Gaynor
Ohio
$690K +$6.04K +36 +0.9%
SC
866
Savant Capital
Illinois
$689K -$3.36K -20 -0.5%
CFA
867
Capstone Financial Advisors
Illinois
$685K +$168 +1 +0%
PCM
868
Palisade Capital Management
New Jersey
$684K +$411K +2,451 +150%
MNBTD
869
Moody National Bank Trust Division
Texas
$680K
WGCA
870
Wolf Group Capital Advisors
Virginia
$680K +$34.9K +208 +5%
WHRC
871
W.H. Reaves & Co
New Jersey
$671K
RWP
872
RWA Wealth Partners
Massachusetts
$669K +$229K +1,369 +52%
JWBC
873
J.W. Burns & Co
New York
$666K
YWP
874
YorkBridge Wealth Partners
New York
$661K -$52K -291 -7%
WSFS
875
Wilmington Savings Fund Society
Delaware
$661K -$35.1K -209 -5%