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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 %
KSA
1126
Ken Stern & Associates
California
$270K +$52.5K +321 +24%
PL
1127
Perpetual Ltd
Australia
$269K -$3.98M -25,346 -94%
JIC
1128
Joel Isaacson & Co
New York
$269K
RCM
1129
Radnor Capital Management
Pennsylvania
$269K
GIM
1130
Grassi Investment Management
California
$268K +$39.4K +240 +17%
NEAM
1131
New England Asset Management
Connecticut
$267K
JFGIW
1132
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$266K
SIM
1133
SSI Investment Management
California
$264K -$1.8K -11 -0.7%
CFD
1134
Creative Financial Designs
Indiana
$264K +$231K +1,406 +700%
RA
1135
Rational Advisors
New York
$263K -$829K -5,042 -76%
HB
1136
Homrich & Berg
Georgia
$263K
MWAC
1137
Mariner Wealth Advisors (Cincinnati)
Ohio
$261K -$3.12K -19 -1%
BFO
1138
Boston Family Office
Massachusetts
$260K +$2.96K +18 +1%
EWM
1139
Evermay Wealth Management
Virginia
$258K
OWD
1140
Osborn Williams & Donohoe
Ohio
$258K
MS
1141
Marshall & Sullivan
Washington
$258K +$2.41K +15 +0.9%
WIM
1142
Westside Investment Management
California
$257K +$84.7K +548 +49%
WPA
1143
West Paces Advisors
Georgia
$256K -$4.44K -27 -2%
ACM
1144
Americafirst Capital Management
California
$256K +$256K +1,556 New
BHA
1145
Beech Hill Advisors
New York
$255K
BST
1146
Bath Savings Trust
Maine
$255K
FHC
1147
First Heartland Consultants
Missouri
$253K -$15.4K -94 -6%
TC
1148
Telemus Capital
Michigan
$252K -$203K -1,232 -45%
CA
1149
Continuum Advisory
Idaho
$251K +$14.8K +90 +6%
RWA
1150
Ropes Wealth Advisors
Massachusetts
$249K -$76.4K -465 -23%