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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 %
IAA
926
Independent Advisor Alliance
North Carolina
$557K -$153K -992 -22%
BOTW
927
Bank of the West
California
$557K -$2.47K -15 -0.4%
VFA
928
Valeo Financial Advisors
Indiana
$555K +$555K +3,380 New
CPA
929
Court Place Advisors
Maryland
$554K +$82.1K +500 +17%
SAM
930
Shikiar Asset Management
New York
$550K
BWM
931
Bernicke Wealth Management
Wisconsin
$549K -$101K -617 -16%
CL
932
Choreo LLC
Illinois
$549K -$93.9K -572 -15%
SCI
933
S&CO Inc
Massachusetts
$549K
MC
934
Montag & Caldwell
Georgia
$548K -$206K -1,256 -27%
BBI
935
Baxter Bros Inc
Connecticut
$548K
MNBTD
936
Moody National Bank Trust Division
Texas
$545K -$119K -725 -18%
AB
937
Atlas Brown
Kentucky
$545K
SEC
938
Seven Eight Capital
New York
$542K -$4.01M -24,400 -88%
CCG
939
Cypress Capital Group
Florida
$542K +$131K +800 +32%
CIA
940
Capital Investment Advisors
Georgia
$540K +$281K +1,709 +109%
TPWA
941
TRUE Private Wealth Advisors
Oregon
$539K -$41.9K -255 -7%
BOS
942
Bingham Osborn & Scarborough
California
$529K -$28.2K -172 -5%
SLF
943
Sun Life Financial
Ontario, Canada
$528K +$2.96K +18 +0.6%
FG
944
Fiduciary Group
Georgia
$527K -$80K -487 -13%
AGM
945
Alpine Global Management
New York
$525K -$460K -2,802 -47%
LW
946
Linscomb Wealth
Texas
$520K -$8.71K -53 -2%
HTC
947
Haverford Trust Company
Pennsylvania
$517K +$6.08K +37 +1%
SG
948
Somerset Group
Minnesota
$514K +$41.9K +255 +9%
CHA
949
Cedar Hill Associates
Illinois
$514K +$230K +1,404 +81%
GFPC
950
Global Financial Private Capital
Florida
$511K +$226K +1,377 +80%