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Costco

1,597 hedge funds and large institutions have $74.4B invested in Costco in 2018 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 604 increasing their positions, 605 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,597
Holders Change
+50
Holders Change %
+3.23%
% of All Funds
36.57%
Holding in Top 10
86
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+19.44%
% of All Funds
1.97%
New
127
Increased
604
Reduced
605
Closed
64
Calls
$1.07B
Puts
$1.66B
Net Calls
-$591M
Net Calls Change
-$209M
Name Holding Trade Value Shares
Change
Shares
Change %
KTC
1076
Kistler-Tiffany Companies
Pennsylvania
$631K +$470 +2 +0.1%
WSFS
1077
Wilmington Savings Fund Society
Delaware
$630K +$5.87K +25 +0.9%
CWS
1078
Cypress Wealth Services
California
$627K +$23K +98 +4%
MSFP
1079
Mark Sheptoff Financial Planning
Connecticut
$626K
WP
1080
WMS Partners
Maryland
$624K +$1.65K +7 +0.3%
CT
1081
Chicago Trust
Illinois
$623K
PCTC
1082
Perkins Coie Trust Company
Washington
$612K -$102K -435 -14%
CHA
1083
Carmichael Hill & Associates
Maryland
$608K
Rockefeller Capital Management
1084
Rockefeller Capital Management
New York
$608K
HB
1085
Homrich & Berg
Georgia
$603K +$20.4K +87 +4%
BIAS
1086
Beacon Investment Advisory Services
New Jersey
$602K -$1.17K -5 -0.2%
CAW
1087
Cornerstone Advisors (Washington)
Washington
$601K +$12.5K +53 +2%
FHA
1088
Flagship Harbor Advisors
Massachusetts
$600K +$118K +504 +25%
IAMOG
1089
Investors Asset Management of Georgia
Georgia
$599K
NIM
1090
NuWave Investment Management
New Jersey
$595K +$543K +2,311 +1,050%
FHA
1091
First Horizon Advisors
Tennessee
$593K -$12K -51 -2%
GBBWRPM
1092
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$593K -$9.16K -39 -2%
CWM
1093
Chesapeake Wealth Management
Virginia
$587K +$587K +2,499 New
BDF
1094
Balasa Dinverno & Foltz
$585K +$19.5K +83 +3%
LFAS
1095
Level Four Advisory Services
Texas
$583K -$43K -183 -7%
MAA
1096
Mraz Amerine & Associates
California
$583K
TPWA
1097
TRUE Private Wealth Advisors
Oregon
$581K +$8.93K +38 +2%
LNB
1098
Ledyard National Bank
$581K -$2.11K -9 -0.4%
SXL
1099
Summit X LLC
Missouri
$578K -$121K -515 -17%
CCA
1100
Conestoga Capital Advisors
Pennsylvania
$572K