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Costco

1,352 hedge funds and large institutions have $51.8B invested in Costco in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 585 increasing their positions, 481 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,352
Holders Change
-14
Holders Change %
-1.02%
% of All Funds
33.76%
Holding in Top 10
39
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-23.53%
% of All Funds
0.97%
New
86
Increased
585
Reduced
481
Closed
89
Calls
$1.03B
Puts
$1.77B
Net Calls
-$739M
Net Calls Change
+$356M
Name Holding Trade Value Shares
Change
Shares
Change %
WI
1076
Wintrust Investments
Illinois
$327K -$8.21K -50 -2%
ADL
1077
Asset Dedication LLC
California
$327K +$7.98K +49 +3%
CFG
1078
Citizens Financial Group
Rhode Island
$326K -$17.2K -105 -5%
DWM
1079
Doyle Wealth Management
Florida
$326K +$329 +2 +0.1%
TIM
1080
Tortoise Investment Management
New York
$326K +$222K +1,350 +213%
LI
1081
Lafayette Investments
Maryland
$325K
ATC
1082
Adirondack Trust Company
New York
$321K -$12.3K -75 -4%
CNBT
1083
Canandaigua National Bank & Trust
New York
$320K -$10.9K -66 -3%
CPSAC
1084
Chas P. Smith & Associates (CPS)
Florida
$319K -$31.3K -190 -9%
MPAM
1085
Murphy Pohlad Asset Management
Minnesota
$317K
SGK
1086
Steigerwald Gordon & Koch
Virginia
$317K +$164 +1 +0.1%
NA
1087
NewEdge Advisors
Louisiana
$316K +$241K +1,555 +320%
ODG
1088
O'Dell Group
Ohio
$313K +$820 +5 +0.3%
BWM
1089
BigSur Wealth Management
Florida
$312K
WKWM
1090
Walter & Keenan Wealth Management
Indiana
$312K +$312K +1,900 New
FIM
1091
Freedom Investment Management
Connecticut
$311K -$46.3K -282 -13%
WI
1092
WrapManager Inc
California
$311K -$5.75K -35 -2%
PCA
1093
Peddock Capital Advisors
Massachusetts
$310K
SCP
1094
Seizert Capital Partners
Michigan
$309K
HC
1095
Hourglass Capital
Texas
$308K
CFP
1096
Cornerstone Financial Partners
North Carolina
$308K +$64.9K +397 +27%
QIM
1097
Quest Investment Management
Oregon
$306K -$13M -78,929 -98%
TBA
1098
Train Babcock Advisors
New York
$305K +$4.12K +25 +1%
CWA
1099
Cypress Wealth Advisors
California
$304K -$12.5K -76 -4%
VDI
1100
Vaughan David Investments
Illinois
$303K -$39.5K -241 -12%