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Costco

1,019 hedge funds and large institutions have $40.7B invested in Costco in 2014 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 371 increasing their positions, 388 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,019
Holders Change
+20
Holders Change %
+2%
% of All Funds
29.59%
Holding in Top 10
32
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+45.45%
% of All Funds
0.93%
New
72
Increased
371
Reduced
388
Closed
44
Calls
$566M
Puts
$674M
Net Calls
-$108M
Net Calls Change
-$19.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HTI
926
Hikari Tsushin Inc
Japan
$175K -$12.5K -100 -7%
KT
927
Kanaly Trust
Texas
$163K
JIC
928
Joel Isaacson & Co
New York
$163K
Victory Capital Management
929
Victory Capital Management
Texas
$162K
DSC
930
Duncker Streett & Co
Missouri
$160K
HR
931
Howe & Rusling
New York
$154K +$62.6K +500 +68%
SCA
932
Strategic Capital Alternatives
United States
$153K +$153K +1,222 New
SF
933
Synovus Financial
Georgia
$139K +$43.3K +345 +45%
FAM
934
Formidable Asset Management
Ohio
$134K -$19.4K -144 -13%
CFG
935
CKW Financial Group
Hawaii
$133K
FMII
936
Farmers & Merchants Investments Inc
Nebraska
$130K
ST
937
Stifel Trust
Missouri
$123K -$5.02K -40 -4%
FANJ
938
Financial Architects (New Jersey)
New Jersey
$121K +$13.1K +104 +12%
PHK
939
Point72 Hong Kong
Hong Kong
$121K +$121K +968 New
KPCM
940
Kings Point Capital Management
New York
$119K
RFS
941
Rockefeller Financial Services
New York
$118K
PMFA
942
Plante Moran Financial Advisors
Michigan
$105K -$34.7K -276 -25%
ZTNA
943
Zions Trust National Association
Utah
$100K
NSIM
944
North Star Investment Management
Illinois
$93K -$90.5K -724 -49%
EFSCE
945
Enterprise Financial Services Corp (EFSC)
Missouri
$92K -$1.89K -15 -2%
GSC
946
Ground Swell Capital
South Carolina
$92K +$30.7K +246 +50%
Manulife (Manufacturers Life Insurance)
947
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89.1K -$1.91K -15,262 -2%
IWC
948
Integrated Wealth Counsel
California
$88K
MHS
949
M Holdings Securities
Oregon
$88K +$88K +700 New
MWP
950
MYCIO Wealth Partners
Pennsylvania
$82K