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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 %
MAA
1026
Mraz Amerine & Associates
California
$351K +$351K +1,975 New
MSAM
1027
Moloney Securities Asset Management
Missouri
$349K +$4.36K +26 +1%
ATC
1028
Adirondack Trust Company
New York
$348K -$53.7K -320 -13%
DMC
1029
Drexel Morgan & Co
Pennsylvania
$346K
WI
1030
Wintrust Investments
Illinois
$346K +$346K +2,062 New
SCM
1031
Stonebridge Capital Management
California
$344K
SHCM
1032
Stokes & Hubbell Capital Management
Louisiana
$343K
SI
1033
SII Investments
Wisconsin
$343K +$47.8K +283 +16%
DWM
1034
Doyle Wealth Management
Florida
$342K +$342K +2,040 New
BWM
1035
BigSur Wealth Management
Florida
$341K
LI
1036
Lafayette Investments
Maryland
$340K
GWS
1037
Glassman Wealth Services
Virginia
$340K
PTC
1038
Philadelphia Trust Company
Pennsylvania
$340K +$5.37K +32 +2%
CPO
1039
Cerity Partners OCIO
New York
$337K -$54.4K -325 -14%
CNBT
1040
Canandaigua National Bank & Trust
New York
$337K
MMPW
1041
Mitchell McLeod Pugh & Williams
Alabama
$336K -$10.1K -60 -3%
FC
1042
Forte Capital
New York
$336K
CCT
1043
Chemung Canal Trust
New York
$336K +$502 +3 +0.1%
NIM
1044
Nexus Investment Management
Ontario, Canada
$335K -$34.3K -205 -9%
FMLI
1045
Fukoku Mutual Life Insurance
Japan
$335K -$16.8K -100 -5%
HCM
1046
Hilton Capital Management
New York
$335K
LP
1047
LGL Partners
Pennsylvania
$335K
MC
1048
Miles Capital
Iowa
$328K +$81.7K +487 +33%
RWA
1049
Ropes Wealth Advisors
Massachusetts
$327K -$49.8K -297 -13%
KTC
1050
Kistler-Tiffany Companies
Pennsylvania
$327K +$503 +3 +0.2%