COST icon

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 %
BG
976
Bahl & Gaynor
Ohio
$776K +$5.85K +28 +0.8%
BBI
977
Baxter Bros Inc
Connecticut
$775K -$11.5K -55 -1%
IB
978
Intrust Bank
Kansas
$771K -$13.2K -63 -2%
FI
979
FormulaFolio Investments
Michigan
$768K -$84.6K -405 -10%
MPI
980
Mairs & Power Inc
Minnesota
$767K +$41.8K +200 +6%
KWM
981
Kingsview Wealth Management
Oregon
$765K -$431K -2,064 -36%
BWM
982
Bernicke Wealth Management
Wisconsin
$765K +$48K +230 +7%
AWM
983
Altium Wealth Management
New York
$765K +$431K +2,066 +129%
BS
984
Boenning & Scattergood
Pennsylvania
$760K +$760K +3,638 New
BW
985
Bison Wealth
Georgia
$757K -$99.5K -476 -12%
SIC
986
Salem Investment Counselors
North Carolina
$740K -$20.9K -100 -3%
CFA
987
Cahill Financial Advisors
Minnesota
$736K -$2.09K -10 -0.3%
III
988
Independent Investors Inc
New York
$731K
HCM
989
Horan Capital Management
Maryland
$729K -$126K -602 -15%
IC
990
Inverness Counsel
New York
$725K +$20.9K +100 +3%
NQWM
991
Northwest Quadrant Wealth Management
Oregon
$724K +$1.88K +9 +0.3%
PCM
992
Pointe Capital Management
Michigan
$720K
BRC
993
Bell Rock Capital
Delaware
$720K +$127K +607 +21%
MWM
994
Mission Wealth Management
California
$718K +$151K +723 +27%
CFA
995
Capstone Financial Advisors
Illinois
$713K +$209 +1 +0%
BCM
996
Boltwood Capital Management
California
$710K +$13.6K +65 +2%
CPA
997
Court Place Advisors
Maryland
$709K
CRC
998
Curi RMB Capital
Illinois
$708K +$30.7K +147 +5%
LSA
999
L & S Advisors
California
$701K +$56.6K +271 +9%
SAM
1000
Shikiar Asset Management
New York
$700K