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Costco

1,232 hedge funds and large institutions have $48B invested in Costco in 2016 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 437 increasing their positions, 520 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,232
Holders Change
+8
Holders Change %
+0.65%
% of All Funds
32.92%
Holding in Top 10
53
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.11%
% of All Funds
1.42%
New
78
Increased
437
Reduced
520
Closed
55
Calls
$742M
Puts
$1.01B
Net Calls
-$267M
Net Calls Change
-$124M
Name Holding Trade Value Shares
Change
Shares
Change %
GIP
1076
Greatmark Investment Partners
Georgia
$238K
MS
1077
Marshall & Sullivan
Washington
$238K
DSC
1078
Duncker Streett & Co
Missouri
$238K
LBG
1079
Lloyds Banking Group
United Kingdom
$237K -$3.81K -25 -2%
BHA
1080
Beech Hill Advisors
New York
$236K
ZCA
1081
Zeke Capital Advisors
Pennsylvania
$234K +$234K +1,536 New
ACM
1082
Americafirst Capital Management
California
$234K +$234K +1,533 New
HPWM
1083
Highland Private Wealth Management
Washington
$232K +$18.4K +121 +9%
MIM
1084
Montgomery Investment Management
Maryland
$229K
BO
1085
Bank OZK
Arkansas
$228K
SIG
1086
Schooner Investment Group
Pennsylvania
$227K -$151K -1,000 -40%
PAM
1087
Peak Asset Management
Colorado
$227K +$26.7K +175 +13%
JIC
1088
Joel Isaacson & Co
New York
$225K -$8.38K -55 -4%
GSBTD
1089
Glenview State Bank Trust Department
Illinois
$225K
MC
1090
Miles Capital
Iowa
$224K +$224K +1,467 New
ICM
1091
IMS Capital Management
Oregon
$223K -$7.64K -50 -3%
GLRA
1092
Gerald L. Ray & Associates
Texas
$223K
VWM
1093
Vector Wealth Management
Minnesota
$223K
GBBWRPM
1094
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$222K -$7.76K -51 -3%
IIC
1095
Ironwood Investment Counsel
Arizona
$221K -$204K -3,073 -48%
BFA
1096
Beaumont Financial Advisors
Massachusetts
$220K +$9.9K +65 +5%
CAM
1097
Carret Asset Management
New York
$219K
FAM
1098
Formidable Asset Management
Ohio
$219K +$1.37K +9 +0.6%
BFO
1099
Boston Family Office
Massachusetts
$218K
PG
1100
Patten Group
Tennessee
$215K -$266K -1,770 -55%