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Costco

1,164 hedge funds and large institutions have $49.3B invested in Costco in 2015 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 410 increasing their positions, 455 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,164
Holders Change
+33
Holders Change %
+2.92%
% of All Funds
31.05%
Holding in Top 10
52
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.33%
% of All Funds
1.39%
New
116
Increased
410
Reduced
455
Closed
69
Calls
$395M
Puts
$586M
Net Calls
-$191M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1101
Stancorp Investment Advisers
Oregon
$53K
FMB
1102
Field & Main Bank
Kentucky
$52K
CS
1103
Credential Securities
$49.7K
SAM
1104
Shamrock Asset Management
Texas
$48K +$15.1K +100 +46%
HI
1105
Hudock Inc
Pennsylvania
$46K +$1.52K +10 +3%
SC
1106
Searle & Co
Connecticut
$45K
HRIA
1107
Haberer Registered Investment Advisor
Ohio
$45K
MMG
1108
Monetary Management Group
Missouri
$45K
HCM
1109
Horrell Capital Management
Arkansas
$43K
OC
1110
Oakworth Capital
Alabama
$42K
IF
1111
Ironwood Financial
Arizona
$39K +$20.5K +135 +111%
MFBTD
1112
MB Financial Bank - Trust Department
Illinois
$38K -$216K -1,419 -85%
MCM
1113
MV Capital Management
Maryland
$38K
JFA
1114
JNBA Financial Advisors
Minnesota
$35K
PIA
1115
Peachtree Investment Advisors
Georgia
$34K
SIG
1116
Stanford Investment Group
California
$34K +$34K +222 New
SFPIA
1117
Stevens First Principles Investment Advisors
California
$32K
AWM
1118
AllSquare Wealth Management
New York
$30K -$6.89K -45 -19%
LFR
1119
Lehman Financial Resources
Pennsylvania
$30K
AFS
1120
Aft Forsyth & Sober
Florida
$30K
CAL
1121
Capital Advisors Ltd
Ohio
$30K
AC
1122
Alexandria Capital
Virginia
$29K -$1.06K -7 -4%
TDC
1123
Thompson Davis & Co
Virginia
$27K -$1.36K -9 -5%
WCM
1124
Wealthcare Capital Management
Virginia
$27K +$27K +180 New
IMS
1125
Index Management Solutions
Pennsylvania
$26K -$21.4K -143 -45%