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Costco

1,519 hedge funds and large institutions have $59.6B invested in Costco in 2017 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 480 increasing their positions, 584 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,519
Holders Change
+167
Holders Change %
+12.35%
% of All Funds
34.5%
Holding in Top 10
59
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+51.28%
% of All Funds
1.34%
New
253
Increased
480
Reduced
584
Closed
73
Calls
$1.09B
Puts
$2.08B
Net Calls
-$989M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
926
AE Wealth Management
Kansas
$745K -$26.4K -142 -3%
PCAP
927
Pratt Collard Advisory Partners
New York
$745K +$745K +4,003 New
WHG
928
Westwood Holdings Group
Texas
$740K -$38.1K -205 -5%
CL
929
Choreo LLC
Illinois
$740K +$117K +631 +19%
JWBC
930
J.W. Burns & Co
New York
$739K
FNT
931
First National Trust
Pennsylvania
$738K -$22K -118 -3%
IAA
932
Independent Advisor Alliance
North Carolina
$738K +$58.5K +310 +9%
BW
933
Bison Wealth
Georgia
$736K +$1.86K +10 +0.3%
CA
934
Calton & Associates
Florida
$731K +$731K +3,782 New
YP
935
Yellowstone Partners
Idaho
$729K -$230K -1,234 -24%
IC
936
Inverness Counsel
New York
$728K +$24.2K +130 +3%
IC
937
Intersect Capital
California
$727K -$931 -5 -0.1%
CCM
938
CrestPoint Capital Management
Missouri
$726K
NSIM
939
North Star Investment Management
Illinois
$724K
RP
940
Rowlandmiller & Partners
Georgia
$723K
VFA
941
Valeo Financial Advisors
Indiana
$719K +$90.2K +485 +14%
GW
942
GW & Wade
Massachusetts
$717K -$161K -865 -18%
VDFA
943
Vickerman & Driscoll Financial Advisors
Washington
$714K +$714K +3,838 New
WIM
944
Wittenberg Investment Management
Massachusetts
$713K
MHIC
945
Marble Harbor Investment Counsel
Massachusetts
$707K
YWP
946
YorkBridge Wealth Partners
New York
$700K -$731 -4 -0.1%
IB
947
Intrust Bank
Kansas
$699K +$37K +199 +6%
PFS
948
Physicians Financial Services
North Carolina
$698K
PCM
949
Parsons Capital Management
Rhode Island
$698K +$37.2K +200 +6%
GBT
950
Grove Bank & Trust
Florida
$696K -$2.23K -12 -0.3%