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Costco

1,519 hedge funds and large institutions have $59.6B invested in Costco in 2017 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 480 increasing their positions, 584 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,519
Holders Change
+167
Holders Change %
+12.35%
% of All Funds
34.5%
Holding in Top 10
59
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+51.28%
% of All Funds
1.34%
New
253
Increased
480
Reduced
584
Closed
73
Calls
$1.09B
Puts
$2.08B
Net Calls
-$989M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Shares
Change %
HS
1026
Huntington Steele
Pennsylvania
$534K
LW
1027
Linscomb Wealth
Texas
$532K -$57.3K -308 -10%
CCMW
1028
Cypress Capital Management (Wyoming)
Wyoming
$527K +$54K +290 +11%
BL
1029
Balentine LLC
Georgia
$526K -$3.16K -17 -0.6%
BC
1030
Burney Company
Virginia
$526K +$104K +560 +25%
CCM
1031
CWH Capital Management
Washington
$524K -$9.3K -50 -2%
ZCI
1032
Zevenbergen Capital Investments
Washington
$523K -$130K -700 -20%
FIM
1033
Foresters Investment Management
New York
$523K +$18.6K +100 +4%
CM
1034
Castleark Management
Illinois
$521K
WP
1035
WMS Partners
Maryland
$520K -$34.8K -187 -6%
FBT
1036
First Bank & Trust
South Dakota
$520K -$6.52K -35 -1%
GIM
1037
Grassi Investment Management
California
$518K +$214K +1,150 +70%
AWM
1038
Aries Wealth Management
Maine
$517K +$517K +2,691 New
KTC
1039
Kistler-Tiffany Companies
Pennsylvania
$516K +$9.86K +53 +2%
NB
1040
NBT Bank
New York
$515K +$10K +54 +2%
LFAS
1041
Level Four Advisory Services
Texas
$514K -$62K -333 -11%
BCM
1042
Birmingham Capital Management
Alabama
$512K
CDH
1043
Charles D. Hyman
$512K +$512K +2,749 New
AWA
1044
Arete Wealth Advisors
Illinois
$511K
VCP
1045
Vista Capital Partners
Oregon
$509K +$15.4K +83 +3%
FHA
1046
First Horizon Advisors
Tennessee
$505K +$4.64K +25 +0.9%
WSTAM
1047
Wilbanks Smith & Thomas Asset Management
Virginia
$504K -$24.2K -130 -5%
MSFP
1048
Mark Sheptoff Financial Planning
Connecticut
$503K
AAP
1049
Aristotle Atlantic Partners
Florida
$501K +$501K +2,691 New
WSFS
1050
Wilmington Savings Fund Society
Delaware
$498K +$47K +253 +10%