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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 %
PMFA
1151
Plante Moran Financial Advisors
Michigan
$248K -$60.2K -366 -20%
ST
1152
Spinnaker Trust
Maine
$248K
MGIA
1153
Moneta Group Investment Advisors
Missouri
$247K +$821 +5 +0.3%
PTB
1154
Pioneer Trust Bank
Oregon
$246K -$26.4K -161 -10%
BPCA
1155
Bank Pictet & Cie (Asia)
Singapore
$246K
DWM
1156
Dorchester Wealth Management
Quebec, Canada
$246K
TRCT
1157
Tower Research Capital (TRC)
New York
$246K +$246K +1,499 New
OI
1158
Oakbrook Investments
Illinois
$246K +$246K +1,500 New
HL
1159
HeadInvest LLC
Maine
$246K +$246K +1,530 New
AF
1160
Aldebaran Financial
$245K
SSWM
1161
Sheets Smith Wealth Management
North Carolina
$245K +$245K +1,490 New
BFA
1162
Beaumont Financial Advisors
Massachusetts
$243K -$29.4K -179 -11%
MCP
1163
Mirador Capital Partners
California
$243K +$6.29K +38 +3%
SBWIC
1164
Schaper Benz & Wise Investment Counsel
Wisconsin
$242K -$82K -500 -25%
MYLI
1165
Meiji Yasuda Life Insurance
Japan
$242K -$49.4K -300 -17%
DWM
1166
Darwin Wealth Management
Florida
$241K -$1.59M -9,667 -87%
ICM
1167
IMS Capital Management
Oregon
$239K
MMA
1168
Miracle Mile Advisors
California
$239K +$11.8K +72 +5%
S
1169
SignatureFD
Georgia
$238K +$26.2K +159 +12%
NFG
1170
Nadler Financial Group
Illinois
$237K -$49.2K -300 -17%
GAM
1171
Gould Asset Management
California
$236K
GIP
1172
Greatmark Investment Partners
Georgia
$236K
PWAG
1173
Polaris Wealth Advisory Group
California
$233K -$8.89K -54 -4%
WP
1174
WealthSource Partners
California
$232K +$4.28K +26 +2%
PBO
1175
Peoples Bank (Ohio)
Ohio
$231K