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Costco

1,250 hedge funds and large institutions have $51.6B invested in Costco in 2015 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 442 increasing their positions, 476 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,250
Holders Change
+83
Holders Change %
+7.11%
% of All Funds
32.83%
Holding in Top 10
72
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20%
% of All Funds
1.89%
New
150
Increased
442
Reduced
476
Closed
51
Calls
$418M
Puts
$581M
Net Calls
-$164M
Net Calls Change
-$91.4M
Name Holding Trade Value Shares
Change
Shares
Change %
IH
976
IFC Holdings
Florida
$375K -$6.97K -43 -2%
TCOT
977
Trust Company of Toledo
Ohio
$374K -$4.85K -30 -1%
NAM
978
Nichols Asset Management
Massachusetts
$373K -$178K -1,100 -32%
CCM
979
Coldstream Capital Management
Washington
$373K +$107K +660 +40%
ATC
980
Argent Trust Co
Tennessee
$372K +$372K +2,303 New
GC
981
Gratry & Company
Ohio
$371K -$17.7K -110 -5%
YMRC
982
Yorktown Management & Research Company
Virginia
$371K
CT
983
Cambridge Trust
Massachusetts
$363K +$27.1K +168 +8%
GBT
984
Grove Bank & Trust
Florida
$363K +$363K +2,248 New
BDF
985
Balasa Dinverno & Foltz
$359K -$807 -5 -0.2%
BOS
986
Bingham Osborn & Scarborough
California
$358K +$131K +810 +58%
NIM
987
Nexus Investment Management
Ontario, Canada
$356K +$33.1K +205 +10%
LIC
988
Lodestar Investment Counsel
Illinois
$356K +$52.5K +325 +17%
WAM
989
Wolverine Asset Management
Illinois
$355K -$32.3K -200 -8%
CHA
990
Cedar Hill Associates
Illinois
$355K
RC
991
Roundview Capital
New Jersey
$354K
RIA
992
Regal Investment Advisors
Michigan
$354K +$174K +1,078 +97%
OWP
993
Obermeyer Wealth Partners
Colorado
$352K +$352K +2,178 New
CCMW
994
Cypress Capital Management (Wyoming)
Wyoming
$351K
MWM
995
Mission Wealth Management
California
$350K +$12.3K +76 +4%
IIA
996
IPG Investment Advisors
California
$347K
CFA
997
Carroll Financial Associates
North Carolina
$344K
LI
998
Lafayette Investments
Maryland
$343K
GS
999
Girard Securities
California
$343K +$343K +2,132 New
CC
1000
Cognios Capital
Kansas
$340K