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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 %
MUS
1201
Mitsubishi UFJ Securities
Japan
$154K +$90.4K +540 +142%
FPA
1202
Fieldpoint Private Advisors
New York
$151K -$4.7M -27,985 -97%
CPA
1203
Clear Perspective Advisors
Illinois
$146K
FI
1204
FCM Investments
Texas
$143K
CFG
1205
CKW Financial Group
Hawaii
$135K +$33.6K +200 +33%
GI
1206
Gradient Investments
Minnesota
$134K
TDC
1207
Thompson Davis & Co
Virginia
$127K -$1.34K -8 -1%
CFD
1208
Creative Financial Designs
Indiana
$123K -$2.19K -13 -2%
SFG
1209
SevenBridge Financial Group
Pennsylvania
$120K -$97.6K -571 -45%
MFW
1210
Mosaic Family Wealth
Missouri
$117K +$16.7K +100 +17%
LNB
1211
Ledyard National Bank
$114K
HIIFS
1212
Harel Insurance Investments & Financial Services
Israel
$112K -$11.5K -68 -9%
MCA
1213
Mercer Capital Advisers
New Jersey
$111K +$33.6K +201 +43%
SWA
1214
Sutton Wealth Advisors
Florida
$106K
TIM
1215
Tortoise Investment Management
New York
$106K
JWM
1216
Jacobus Wealth Management
Wisconsin
$105K
VIM
1217
Veritas Investment Management
United Kingdom
$104K
OSNBOA
1218
Old Second National Bank of Aurora
Illinois
$102K
OFW
1219
Omnia Family Wealth
Florida
$95K +$7.22K +43 +8%
DAM
1220
Delta Asset Management
Tennessee
$94K -$8.36K -50 -8%
WP
1221
WealthPLAN Partners
Nebraska
$93.2K +$93.2K +558 New
TSW
1222
Thompson Siegel & Walmsley
Virginia
$92K
EFSCE
1223
Enterprise Financial Services Corp (EFSC)
Missouri
$92K +$1K +6 +1%
BWM
1224
Baystate Wealth Management
Massachusetts
$91K +$5.46K +32 +6%
AP
1225
Atwood & Palmer
Missouri
$85K -$1.51K -9 -2%