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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 %
JWA
1076
JFS Wealth Advisors
Pennsylvania
$293K
CGT
1077
Capital Guardian Trust
California
$290K -$35.7K -213 -11%
LCOV
1078
London Company of Virginia
Virginia
$290K
CHA
1079
Cedar Hill Associates
Illinois
$290K
FHC
1080
First Heartland Consultants
Missouri
$287K
ARMT
1081
Amica Retiree Medical Trust
Rhode Island
$287K
NHC
1082
Nicholas Hoffman & Company
Georgia
$287K +$21.2K +126 +8%
IIM
1083
Ironwood Investment Management
Massachusetts
$286K +$3.36K +20 +1%
PB
1084
Pinnacle Bancorp
Nebraska
$286K +$286K +1,706 New
BIC
1085
Bridges Investment Counsel
Nebraska
$285K -$662K -3,950 -70%
NERM
1086
New England Research & Management
Illinois
$285K -$495K -2,950 -63%
MWAC
1087
Mariner Wealth Advisors (Cincinnati)
Ohio
$285K -$4.2K -25 -1%
FQ
1088
First Quadrant
California
$285K
KP
1089
Keel Point
Alabama
$284K +$335 +2 +0.1%
GLI
1090
Guardian Life Insurance
New York
$284K +$3.35K +20 +1%
RCM
1091
Radnor Capital Management
Pennsylvania
$283K
GT
1092
Greenleaf Trust
Michigan
$282K -$14.4K -86 -5%
VDI
1093
Vaughan David Investments
Illinois
$282K
PMFA
1094
Plante Moran Financial Advisors
Michigan
$282K +$35.8K +214 +15%
DSC
1095
Duncker Streett & Co
Missouri
$279K +$16.8K +100 +6%
NFG
1096
Nadler Financial Group
Illinois
$278K +$278K +1,660 New
PTB
1097
Pioneer Trust Bank
Oregon
$277K -$4.02K -24 -1%
SIM
1098
SSI Investment Management
California
$276K -$334 -2 -0.1%
NEAM
1099
New England Asset Management
Connecticut
$272K
MS
1100
Marshall & Sullivan
Washington
$272K +$1.71K +10 +0.6%