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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 %
FIG
1051
FundX Investment Group
California
$324K
WI
1052
WrapManager Inc
California
$324K +$23.3K +139 +8%
MPAM
1053
Murphy Pohlad Asset Management
Minnesota
$323K
EMA
1054
Efficient Market Advisors
California
$322K
CCA
1055
Cobblestone Capital Advisors
New York
$320K +$10.1K +60 +3%
EWM
1056
Endurance Wealth Management
Rhode Island
$319K +$33.6K +200 +12%
IIM
1057
Intact Investment Management
Quebec, Canada
$319K +$83.9K +500 +36%
SGK
1058
Steigerwald Gordon & Koch
Virginia
$317K +$29.6K +177 +10%
SEIA
1059
Signature Estate & Investment Advisors
California
$317K +$119K +712 +60%
SCP
1060
Seizert Capital Partners
Michigan
$315K
FANJ
1061
Financial Architects (New Jersey)
New Jersey
$314K -$62.5K -373 -17%
HC
1062
Hourglass Capital
Texas
$314K
BRA
1063
Bender Robert & Associates
California
$309K -$21.8K -130 -7%
PCTC
1064
Perkins Coie Trust Company
Washington
$309K -$21.8K -130 -7%
TBA
1065
Train Babcock Advisors
New York
$307K -$12.6K -75 -4%
BDF
1066
Balasa Dinverno & Foltz
$307K +$8.55K +51 +3%
CAG
1067
Crestwood Advisors Group
Massachusetts
$305K -$3.04K -17 -1%
AA
1068
Apriem Advisors
California
$302K +$29.2K +174 +11%
BC
1069
Burney Company
Virginia
$301K -$1.06M -6,336 -78%
AF
1070
Aldebaran Financial
$300K
CIAS
1071
Capital Investment Advisory Services
North Carolina
$298K -$16.8K -100 -5%
BAM
1072
Berkshire Asset Management
Pennsylvania
$298K
JFA
1073
Johanson Financial Advisors
California
$298K +$298K +1,771 New
MYLI
1074
Meiji Yasuda Life Insurance
Japan
$297K -$889K -5,300 -75%
BTNA
1075
Bremer Trust National Association
Minnesota
$295K -$341K -2,033 -54%