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Costco

1,508 hedge funds and large institutions have $60.1B invested in Costco in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 550 increasing their positions, 601 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,508
Holders Change
-11
Holders Change %
-0.72%
% of All Funds
34.61%
Holding in Top 10
58
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.69%
% of All Funds
1.33%
New
102
Increased
550
Reduced
601
Closed
98
Calls
$697M
Puts
$1.62B
Net Calls
-$919M
Net Calls Change
+$69.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
901
Global Retirement Partners
California
$868K +$3.77K +20 +0.4%
BBA
902
Braun-Bostich & Associates
Pennsylvania
$858K +$37.9K +201 +5%
KIC
903
Keating Investment Counselors
Florida
$854K -$94K -499 -10%
AT
904
Arden Trust
Delaware
$851K -$42K -223 -5%
SCG
905
Sonata Capital Group
Washington
$848K
AWM
906
AE Wealth Management
Kansas
$848K +$94.1K +499 +12%
PFS
907
Prospera Financial Services
Texas
$841K +$12.8K +68 +2%
CG
908
Caprock Group
Idaho
$840K +$16.8K +89 +2%
LOAME
909
Lombard Odier Asset Management (Europe)
United Kingdom
$838K -$98.2K -521 -10%
HTC
910
Haverford Trust Company
Pennsylvania
$835K -$35.1K -186 -4%
GKFF
911
George Kaiser Family Foundation
Oklahoma
$835K
SCA
912
Snowden Capital Advisors
New York
$834K +$61.8K +328 +8%
VFA
913
Voya Financial Advisors
Connecticut
$831K +$28.7K +156 +4%
IC
914
Intersect Capital
California
$831K +$94.6K +502 +13%
PWM
915
Paulson Wealth Management
Illinois
$803K -$119K -632 -13%
APP
916
Avantax Planning Partners
Iowa
$803K -$3.39K -18 -0.4%
HFA
917
HC Financial Advisors
California
$798K -$68.8K -365 -8%
CCA
918
Checchi Capital Advisers
California
$796K -$95.6K -507 -11%
PCM
919
Princeton Capital Management
New Jersey
$783K -$5.65K -30 -0.7%
IAA
920
Independent Advisor Alliance
North Carolina
$783K +$66.3K +362 +9%
MPWT
921
MassMutual Private Wealth & Trust
Connecticut
$781K -$4.33K -23 -0.6%
ODCM
922
Old Dominion Capital Management
Virginia
$778K -$165K -875 -17%
LCM
923
Logan Capital Management
Pennsylvania
$773K -$89.7K -476 -10%
BW
924
Bison Wealth
Georgia
$772K +$27.3K +145 +4%
HCM
925
Horan Capital Management
Maryland
$771K -$84K -446 -10%