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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 %
JWA
1126
JFS Wealth Advisors
Pennsylvania
$26K -$9.02K -59 -26%
PIA
1127
Piedmont Investment Advisors
North Carolina
$25.9K +$25.9K +171 New
UB
1128
UMB Bank
Missouri
$24.3K +$604 +3,989 +3%
AWS
1129
Aris Wealth Services
Pennsylvania
$24K +$24K +160 New
TFO
1130
Tarbox Family Office
California
$22K
CWM
1131
Catamount Wealth Management
Connecticut
$21K
ARMC
1132
American Research & Management Company
Massachusetts
$21K
IPC
1133
Independent Portfolio Consultants
Florida
$21K +$7.8K +52 +59%
HF
1134
Hoxton Financial
West Virginia
$20K +$4.73K +31 +31%
S
1135
SignatureFD
Georgia
$20K +$7.97K +53 +66%
PFG
1136
Piershale Financial Group
Illinois
$19K +$151 +1 +0.8%
BWA
1137
Burt Wealth Advisors
Maryland
$17K -$52.1K -334 -75%
WA
1138
WealthTrust-Arizona
Arizona
$17K +$5.41K +35 +47%
VCM
1139
Vigilant Capital Management
Maine
$15K -$29.7K -200 -66%
MBT
1140
Monroe Bank & Trust
Michigan
$15K
LWA
1141
Lowe Wealth Advisors
Maryland
$15K
MCA
1142
Mercer Capital Advisers
New Jersey
$15K
DOA
1143
D'Orazio & Associates
Virginia
$15K
SHJ
1144
Sharkey, Howes & Javer
Colorado
$15K +$15K +100 New
WC
1145
Whitnell & Co
Illinois
$14K
BWFA
1146
Baltimore-Washington Financial Advisors
Maryland
$13K
VNA
1147
Valley National Advisers
Pennsylvania
$12K +$9.07K +62 +310%
AIM
1148
Advantage Investment Management
Iowa
$11K
MA
1149
MCF Advisors
Kentucky
$10K
FNBOO
1150
First National Bank of Omaha
Nebraska
$9.68K +$17 +119 +0.2%