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Costco

990 hedge funds and large institutions have $36.6B invested in Costco in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 426 increasing their positions, 342 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
990
Holders Change
-6
Holders Change %
-0.6%
% of All Funds
28.61%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.69%
New
76
Increased
426
Reduced
342
Closed
72
Calls
$371M
Puts
$471M
Net Calls
-$99.9M
Net Calls Change
+$96.4M
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
951
JNBA Financial Advisors
Minnesota
$26K
PAS
952
Partnervest Advisory Services
California
$24K +$2K +18 +9%
AFS
953
Aft Forsyth & Sober
Florida
$22K
LFR
954
Lehman Financial Resources
Pennsylvania
$22K
FMB
955
Field & Main Bank
Kentucky
$22K
CAL
956
Capital Advisors Ltd
Ohio
$22K
AC
957
Alexandria Capital
Virginia
$21K +$1.56K +14 +8%
AUB
958
Atlantic Union Bankshares
Virginia
$20K +$20K +175 New
ATC
959
Adirondack Trust Company
New York
$18K
PSI
960
Pinnacle Summer Investments
Virginia
$18K +$3.42K +31 +23%
WF
961
WealthTrust Fairport
Ohio
$18K +$3.76K +33 +26%
HRIA
962
Haberer Registered Investment Advisor
Ohio
$17K
WC
963
Whitnell & Co
Illinois
$15K +$15K +130 New
TFO
964
Tarbox Family Office
California
$14K -$128K -1,200 -90%
CCM
965
Carderock Capital Management
Maryland
$13K +$13K +116 New
DOA
966
D'Orazio & Associates
Virginia
$11K
MAM
967
Meeder Asset Management
Ohio
$11K
MBT
968
Monroe Bank & Trust
Michigan
$11K
ARMC
969
American Research & Management Company
Massachusetts
$11K
FAM
970
Fred Alger Management
New York
$10K -$4.14M -37,648 -100%
ECM
971
ETrade Capital Management
Virginia
$9K -$12.3K -104 -58%
FBT
972
Founders Bank & Trust
Michigan
$9K
ACM
973
Antonetti Capital Management
Florida
$9K +$9K +79 New
ST
974
Smithfield Trust
Pennsylvania
$8K
WA
975
WealthTrust-Arizona
Arizona
$8K