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Costco

990 hedge funds and large institutions have $36.6B invested in Costco in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 426 increasing their positions, 342 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-6
Holders Change %
-0.6%
% of All Funds
28.61%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.69%
New
76
Increased
426
Reduced
342
Closed
72
Calls
$371M
Puts
$471M
Net Calls
-$99.9M
Net Calls Change
+$96.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
876
Prospera Financial Services
Texas
$216K +$46.7K +472 +28%
BO
877
Bank OZK
Arkansas
$213K +$213K +1,903 New
PL
878
Parthenon LLC
Kentucky
$212K
FBFS
879
First Business Financial Services
Wisconsin
$212K +$212K +1,896 New
OCM
880
One Capital Management
California
$210K +$210K +1,881 New
SC
881
Sumit Capital
New York
$208K +$208K +1,865 New
BBI
882
Baxter Bros Inc
Connecticut
$204K +$204K +1,825 New
SC
883
Savant Capital
Illinois
$202K -$4.8K -43 -2%
EMA
884
Efficient Market Advisors
California
$202K
SAMC
885
Shinko Asset Management Company
Japan
$198K -$15.8K -141 -7%
NES
886
New England Securities
New York
$195K +$12.7K +114 +7%
ARMT
887
Amica Retiree Medical Trust
Rhode Island
$191K
RFA
888
Reilly Financial Advisors
California
$188K +$20.5K +183 +12%
CAL
889
Capital Analysts LLC
Pennsylvania
$187K +$36.4K +326 +24%
DBT
890
Dubuque Bank & Trust
Iowa
$187K +$127K +1,135 +212%
AW
891
Alpha Windward
Massachusetts
$181K -$783 -7 -0.4%
MFBTD
892
MB Financial Bank - Trust Department
Illinois
$173K -$27.9K -250 -14%
HIM
893
Hillsdale Investment Management
Ontario, Canada
$168K -$33.6K -300 -17%
HTI
894
Hikari Tsushin Inc
Japan
$168K
NSIM
895
North Star Investment Management
Illinois
$168K +$168K +1,500 New
MSFP
896
Mark Sheptoff Financial Planning
Connecticut
$168K +$168K +1,500 New
FCCM
897
First City Capital Management
Georgia
$165K +$165K +1,480 New
BRWA
898
B. Riley Wealth Advisors
Florida
$161K +$161K +1,438 New
KT
899
Kanaly Trust
Texas
$159K +$36.2K +324 +29%
FAM
900
Formidable Asset Management
Ohio
$149K