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Costco

1,250 hedge funds and large institutions have $51.6B invested in Costco in 2015 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 442 increasing their positions, 476 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,250
Holders Change
+83
Holders Change %
+7.11%
% of All Funds
32.83%
Holding in Top 10
72
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+20%
% of All Funds
1.89%
New
150
Increased
442
Reduced
476
Closed
51
Calls
$418M
Puts
$581M
Net Calls
-$164M
Net Calls Change
-$91.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FMWA
1076
Forvis Mazars Wealth Advisors
Missouri
$255K +$10.8K +67 +4%
OWD
1077
Osborn Williams & Donohoe
Ohio
$253K -$11.1K -69 -4%
CBU
1078
CIBC Bank USA
Illinois
$253K +$253K +1,566 New
Jacobs Levy Equity Management
1079
Jacobs Levy Equity Management
New Jersey
$252K
NCM
1080
Novare Capital Management
North Carolina
$250K -$16.2K -100 -6%
ISL
1081
Ingalls & Snyder LLC
New York
$249K +$6.13K +38 +3%
BO
1082
Bank OZK
Arkansas
$247K -$34.5K -214 -12%
JIC
1083
Joel Isaacson & Co
New York
$247K +$2.42K +15 +1%
ST
1084
Spinnaker Trust
Maine
$247K +$247K +1,529 New
TSS
1085
Two Sigma Securities
New York
$247K +$247K +1,532 New
NME
1086
Notis-McConarty Edward
$245K
HB
1087
Homrich & Berg
Georgia
$245K +$18.6K +115 +8%
ICM
1088
IMS Capital Management
Oregon
$244K +$244K +1,510 New
USGIU
1089
U.S. Global Investors (USGI)
Texas
$242K +$242K +1,500 New
RBC
1090
Ronald Blue & Co
Georgia
$240K -$270K -1,677 -53%
HIMC
1091
Heritage Investors Management Corp
Maryland
$238K -$32.3K -200 -12%
AFP
1092
Ausdal Financial Partners
Iowa
$238K +$238K +1,472 New
CCA
1093
Cobblestone Capital Advisors
New York
$238K +$238K +1,474 New
GLRA
1094
Gerald L. Ray & Associates
Texas
$236K -$24.2K -150 -9%
CPSAC
1095
Chas P. Smith & Associates (CPS)
Florida
$232K
BWP
1096
Baldwin Wealth Partners
Massachusetts
$231K -$646 -4 -0.3%
BFA
1097
Beaumont Financial Advisors
Massachusetts
$231K +$231K +1,433 New
OCM
1098
One Capital Management
California
$227K -$17.6K -109 -7%
AW
1099
Alpha Windward
Massachusetts
$227K -$11.2K -69 -5%
SCI
1100
S&CO Inc
Massachusetts
$226K