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Costco

1,547 hedge funds and large institutions have $66.3B invested in Costco in 2018 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 583 increasing their positions, 554 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,547
Holders Change
+39
Holders Change %
+2.59%
% of All Funds
35.47%
Holding in Top 10
72
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+24.14%
% of All Funds
1.65%
New
111
Increased
583
Reduced
554
Closed
60
Calls
$1.09B
Puts
$1.47B
Net Calls
-$383M
Net Calls Change
+$537M
Name Holding Trade Value Shares
Change
Shares
Change %
FMB
951
Field & Main Bank
Kentucky
$831K +$8.31K +38 +1%
WSCM
952
Wellington Shields Capital Management
New York
$829K +$829K +3,965 New
BBA
953
Braun-Bostich & Associates
Pennsylvania
$828K -$124K -592 -13%
BCWM
954
Bartlett & Co Wealth Management
Ohio
$825K -$158K -755 -16%
BC
955
Bartlett & Co
Ohio
$825K -$158K -755 -16%
HFA
956
HC Financial Advisors
California
$822K -$62.5K -299 -7%
PCM
957
Parsons Capital Management
Rhode Island
$819K +$19.6K +94 +2%
RWP
958
RWA Wealth Partners
Massachusetts
$818K +$35.9K +172 +5%
BWM
959
Biltmore Wealth Management
Arizona
$814K +$814K +3,894 New
VF
960
Virtu Financial
New York
$811K +$811K +3,883 New
IAA
961
Independent Advisor Alliance
North Carolina
$809K -$22.6K -116 -3%
FM
962
Forward Management
California
$807K +$38.5K +184 +5%
RA
963
Rational Advisors
New York
$807K +$50.6K +242 +7%
PFS
964
Physicians Financial Services
North Carolina
$805K -$209 -1 -0%
PCAP
965
Pratt Collard Advisory Partners
New York
$805K
YWP
966
YorkBridge Wealth Partners
New York
$801K
WIM
967
Wittenberg Investment Management
Massachusetts
$801K
PP
968
Paloma Partners
Connecticut
$795K +$531K +2,542 +201%
PCM
969
Princeton Capital Management
New Jersey
$792K -$76.3K -365 -9%
GW
970
GW & Wade
Massachusetts
$792K +$6.89K +33 +0.9%
RP
971
Rowlandmiller & Partners
Georgia
$788K -$20.9K -100 -3%
IC
972
Intersect Capital
California
$786K -$135K -648 -15%
MHIC
973
Marble Harbor Investment Counsel
Massachusetts
$784K
FDS
974
First Dallas Securities
Texas
$779K
S
975
SignatureFD
Georgia
$778K +$146K +700 +23%