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Costco

1,327 hedge funds and large institutions have $55B invested in Costco in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 462 increasing their positions, 578 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,327
Holders Change
-5
Holders Change %
-0.38%
% of All Funds
33.08%
Holding in Top 10
49
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-26.87%
% of All Funds
1.22%
New
94
Increased
462
Reduced
578
Closed
79
Calls
$788M
Puts
$962M
Net Calls
-$174M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
AGM
951
Alpine Global Management
New York
$469K +$469K +2,795 New
CPA
952
Court Place Advisors
Maryland
$465K
CFG
953
Citizens Financial Group
Rhode Island
$465K +$111K +659 +31%
CCT
954
Country Club Trust
Missouri
$464K -$13.4K -80 -3%
BCM
955
Birmingham Capital Management
Alabama
$461K
FIM
956
Freedom Investment Management
Connecticut
$460K -$77.3K -461 -14%
AF
957
Allworth Financial
California
$459K -$1.85K -11 -0.4%
FUBT
958
First United Bank & Trust
Maryland
$458K +$20.9K +125 +5%
WSTAM
959
Wilbanks Smith & Thomas Asset Management
Virginia
$453K -$37.6K -224 -8%
IAMOG
960
Investors Asset Management of Georgia
Georgia
$453K
BWAM
961
Boyd Watterson Asset Management
Ohio
$452K +$36.2K +216 +9%
SSG
962
Summit Securities Group
New York
$451K -$1.11M -6,617 -71%
CCM
963
CWH Capital Management
Washington
$451K -$16.8K -100 -4%
OWP
964
Obermeyer Wealth Partners
Colorado
$450K -$76.1K -454 -14%
BSW
965
Buckingham Strategic Wealth
Missouri
$445K +$60.9K +363 +16%
FHA
966
First Horizon Advisors
Tennessee
$444K -$106K -621 -19%
SCM
967
Southport Capital Management
Tennessee
$444K -$49.7K -296 -10%
RCAG
968
Rehmann Capital Advisory Group
Michigan
$443K +$16.9K +101 +4%
LSA
969
L & S Advisors
California
$442K -$90.6K -540 -17%
HTC
970
Haverford Trust Company
Pennsylvania
$440K +$54.6K +325 +14%
FLI
971
Family Legacy Inc
South Carolina
$430K +$430K +2,565 New
CCMW
972
Cypress Capital Management (Wyoming)
Wyoming
$429K -$16.8K -100 -4%
FSA
973
Franklin Street Advisors
North Carolina
$429K +$14.4K +86 +3%
TCOT
974
Trust Company of Toledo
Ohio
$428K +$44.5K +265 +12%
TAM
975
Taurus Asset Management
New York
$426K +$50.3K +300 +13%