COST icon

Costco

1,352 hedge funds and large institutions have $51.8B invested in Costco in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 585 increasing their positions, 481 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,352
Holders Change
-14
Holders Change %
-1.02%
% of All Funds
33.76%
Holding in Top 10
39
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-23.53%
% of All Funds
0.97%
New
86
Increased
585
Reduced
481
Closed
89
Calls
$1.03B
Puts
$1.77B
Net Calls
-$739M
Net Calls Change
+$356M
Name Holding Trade Value Shares
Change
Shares
Change %
GW
851
GW & Wade
Massachusetts
$775K +$32.2K +196 +4%
RCAG
852
Rehmann Capital Advisory Group
Michigan
$768K +$456K +2,775 +146%
ATC
853
Argent Trust Co
Tennessee
$766K +$57.3K +349 +8%
GP
854
Girard Partners
Pennsylvania
$765K -$5.75K -35 -0.7%
MPWT
855
MassMutual Private Wealth & Trust
Connecticut
$752K -$19.9K -121 -3%
AIM
856
Anchor Investment Management
South Carolina
$752K +$176K +1,074 +31%
CG
857
Caprock Group
Idaho
$748K +$17.1K +104 +2%
IWM
858
IHT Wealth Management
Illinois
$747K +$186K +1,205 +33%
HBT
859
Hills Bank & Trust
Iowa
$745K +$40.3K +245 +6%
CFA
860
Cahill Financial Advisors
Minnesota
$744K -$16.4K -100 -2%
KWM
861
Kingsview Wealth Management
Oregon
$740K +$87.5K +533 +13%
CT
862
Coastline Trust
Rhode Island
$739K -$27.9K -170 -4%
SCG
863
Sonata Capital Group
Washington
$734K -$45.5K -277 -6%
GKFF
864
George Kaiser Family Foundation
Oklahoma
$728K
PFS
865
Prospera Financial Services
Texas
$728K +$17K +103 +2%
CWM
866
Calamos Wealth Management
Illinois
$727K +$11.5K +70 +2%
VFA
867
Voya Financial Advisors
Connecticut
$722K -$79.3K -484 -10%
CAM
868
Columbia Asset Management
Michigan
$715K +$111K +675 +18%
TCM
869
Tributary Capital Management
Nebraska
$706K -$16.4K -100 -2%
RWP
870
RWA Wealth Partners
Massachusetts
$706K +$50.6K +308 +8%
WHG
871
Westwood Holdings Group
Texas
$688K +$30.9K +188 +5%
AWM
872
AE Wealth Management
Kansas
$681K +$90.1K +548 +15%
Capstone Investment Advisors
873
Capstone Investment Advisors
New York
$672K -$3.42M -20,817 -84%
CFA
874
Capstone Financial Advisors
Illinois
$671K -$1.15K -7 -0.2%
FNT
875
First National Trust
Pennsylvania
$671K +$46K +280 +7%