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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 %
SFM
1201
Signet Financial Management
New Jersey
$211K +$211K +1,284 New
CIP
1202
Convergence Investment Partners
Florida
$211K +$211K +1,287 New
GS
1203
GAM Systematic
United Kingdom
$210K -$96.8K -588 -32%
LIM
1204
Leavell Investment Management
Alabama
$210K
DLCIG
1205
D.L. Carlson Investment Group
New Hampshire
$209K +$209K +1,270 New
TFF
1206
The Family Firm
Maryland
$208K -$19.7K -120 -9%
GLRA
1207
Gerald L. Ray & Associates
Texas
$208K -$3.29K -20 -2%
TIM
1208
Thompson Investment Management
Wisconsin
$208K
RIA
1209
Regal Investment Advisors
Michigan
$208K +$208K +1,264 New
HCM
1210
Howland Capital Management
Massachusetts
$208K +$208K +1,267 New
MJP
1211
Michael J. Puzo
$207K
BCM
1212
Brookmont Capital Management
Texas
$205K +$205K +1,247 New
OCM
1213
One Capital Management
California
$205K +$205K +1,250 New
MWM
1214
Mascoma Wealth Management
New Hampshire
$204K
G
1215
GenTrust
Florida
$204K +$204K +1,240 New
FP
1216
Foundry Partners
Minnesota
$201K +$201K +1,225 New
EA
1217
Edge Advisors
Georgia
$199K +$41.8K +255 +27%
AW
1218
Alpha Windward
Massachusetts
$193K -$986 -6 -0.5%
KIG
1219
Kessler Investment Group
Indiana
$164K
GLI
1220
Guardian Life Insurance
New York
$163K
LBG
1221
Lloyds Banking Group
United Kingdom
$162K -$13.3K -81 -8%
KPCM
1222
Kings Point Capital Management
New York
$156K
LJHT
1223
Laurie J. Hall Trustee
$152K
CPA
1224
Clear Perspective Advisors
Illinois
$143K
PCP
1225
Proficio Capital Partners
Massachusetts
$137K +$28.9K +176 +27%