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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 %
RBC
1101
Ronald Blue & Co
Georgia
$270K +$13.6K +81 +5%
DWM
1102
Dorchester Wealth Management
Quebec, Canada
$268K -$12.6K -75 -4%
PAM
1103
Peak Asset Management
Colorado
$267K
PL
1104
Parkwood LLC
Ohio
$266K -$28.5K -170 -10%
WPA
1105
West Paces Advisors
Georgia
$265K -$19.5K -116 -7%
CAM
1106
Carret Asset Management
New York
$264K -$26.1K -156 -9%
IWM
1107
IHT Wealth Management
Illinois
$264K -$21.4K -128 -7%
AFP
1108
Ausdal Financial Partners
Iowa
$264K +$1.34K +8 +0.5%
OWD
1109
Osborn Williams & Donohoe
Ohio
$263K
EWM
1110
Evermay Wealth Management
Virginia
$263K +$263K +1,568 New
BPCA
1111
Bank Pictet & Cie (Asia)
Singapore
$261K -$25.2K -150 -9%
BHA
1112
Beech Hill Advisors
New York
$260K
SWM
1113
Stockman Wealth Management
Montana
$257K -$17.4K -104 -6%
LBG
1114
Lloyds Banking Group
United Kingdom
$255K -$22.7K -136 -8%
HPC
1115
HM Payson & Co
Maine
$255K +$503 +3 +0.2%
ST
1116
Spinnaker Trust
Maine
$253K -$3.18K -19 -1%
MIM
1117
Montgomery Investment Management
Maryland
$252K
CCM
1118
CrestPoint Capital Management
Missouri
$252K
MGIA
1119
Moneta Group Investment Advisors
Missouri
$252K
GS
1120
Girard Securities
California
$251K
AAM
1121
American Asset Management
Florida
$249K +$16.8K +100 +7%
JIC
1122
Joel Isaacson & Co
New York
$248K
BFA
1123
Beaumont Financial Advisors
Massachusetts
$248K
HWM
1124
Highwater Wealth Management
Colorado
$247K -$106K -630 -30%
GSBTD
1125
Glenview State Bank Trust Department
Illinois
$247K