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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 %
RIG
1026
Roosevelt Investment Group
New York
$640K
CCMW
1027
Cypress Capital Management (Wyoming)
Wyoming
$638K +$47K +225 +8%
DWM
1028
Dakota Wealth Management
Florida
$638K +$638K +3,053 New
PTC
1029
Philadelphia Trust Company
Pennsylvania
$637K +$11.5K +55 +2%
PCTC
1030
Perkins Coie Trust Company
Washington
$636K -$93.7K -448 -13%
RCAG
1031
Rehmann Capital Advisory Group
Michigan
$636K +$158K +1,646 +33%
TH
1032
TCTC Holdings
Texas
$635K
MC
1033
Menta Capital
California
$635K +$347K +1,660 +120%
WSTAM
1034
Wilbanks Smith & Thomas Asset Management
Virginia
$634K +$53.3K +255 +9%
AWA
1035
Arete Wealth Advisors
Illinois
$634K +$63.5K +304 +11%
DC
1036
DeDora Capital
California
$634K +$349K +1,673 +123%
GBT
1037
Grove Bank & Trust
Florida
$632K -$105K -502 -14%
ANRIA
1038
American National Registered Investment Advisor
Texas
$632K
ZCI
1039
Zevenbergen Capital Investments
Washington
$632K +$36.6K +175 +6%
FG
1040
Fiduciary Group
Georgia
$629K
CFA
1041
Carroll Financial Associates
North Carolina
$627K +$68.1K +326 +12%
TCM
1042
Teza Capital Management
Illinois
$627K +$627K +3,001 New
CDH
1043
Charles D. Hyman
$625K
MCM
1044
Murphy Capital Management
New Jersey
$623K
CA
1045
CapWealth Advisors
Tennessee
$621K
BOTW
1046
Bank of the West
California
$620K -$33K -158 -5%
CSS
1047
Cubist Systematic Strategies
Connecticut
$620K +$316K +1,513 +104%
BCWM
1048
Blue Chip Wealth Management
Florida
$618K +$60.6K +290 +11%
DSC
1049
Duncker Streett & Co
Missouri
$615K +$27.2K +130 +5%
SXL
1050
Summit X LLC
Missouri
$614K +$4.55K +22 +0.7%