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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 %
SIAP
876
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$658K +$71.2K +425 +12%
VIA
877
Virtus Investment Advisers
Connecticut
$657K +$657K +3,918 New
HBT
878
Hills Bank & Trust
Iowa
$655K +$53.7K +320 +9%
WA
879
WFG Advisors
Texas
$649K -$58.1K -347 -8%
GHA
880
Garcia Hamilton & Associates
Texas
$647K -$704K -3,967 -52%
PFS
881
Physicians Financial Services
North Carolina
$646K -$116K -689 -15%
RFA
882
Reilly Financial Advisors
California
$645K +$15.1K +90 +2%
WIM
883
Wittenberg Investment Management
Massachusetts
$643K -$151K -900 -19%
FP
884
Foundry Partners
Minnesota
$641K -$369K -2,200 -37%
WAS
885
WESPAC Advisors SoCal
California
$641K +$71.3K +425 +13%
MFS
886
Madrona Financial Services
Washington
$638K -$5.87K -35 -0.9%
NSIM
887
North Star Investment Management
Illinois
$637K
ANRIA
888
American National Registered Investment Advisor
Texas
$635K
IWM
889
Integrated Wealth Management
California
$633K +$503 +3 +0.1%
EA
890
Elm Advisors
California
$633K +$54.5K +325 +9%
DSI
891
Daiwa SB Investments
Japan
$631K +$631K +3,760 New
BW
892
Bison Wealth
Georgia
$627K -$16.4K -98 -3%
TC
893
Telemus Capital
Michigan
$622K +$183K +1,090 +42%
FG
894
Fiduciary Group
Georgia
$621K -$51.1K -305 -8%
III
895
Independent Investors Inc
New York
$620K
ACM
896
Archon Capital Management
Washington
$618K -$6.8M -40,540 -92%
CAM
897
Columbia Asset Management
Michigan
$616K -$8.38K -50 -1%
EWM
898
Empirical Wealth Management
Washington
$615K -$13.1K -78 -2%
NA
899
NewEdge Advisors
Louisiana
$613K +$613K +3,618 New
BA
900
Birinyi Associates
Connecticut
$612K +$302K +1,800 +97%