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Costco

1,519 hedge funds and large institutions have $59.6B invested in Costco in 2017 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 480 increasing their positions, 584 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,519
Holders Change
+167
Holders Change %
+12.35%
% of All Funds
34.5%
Holding in Top 10
59
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+51.28%
% of All Funds
1.34%
New
253
Increased
480
Reduced
584
Closed
73
Calls
$1.09B
Puts
$2.08B
Net Calls
-$989M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
1226
Spinnaker Trust
Maine
$281K
MGIA
1227
Moneta Group Investment Advisors
Missouri
$280K
DWM
1228
Dorchester Wealth Management
Quebec, Canada
$279K
PTB
1229
Pioneer Trust Bank
Oregon
$279K
BPCA
1230
Bank Pictet & Cie (Asia)
Singapore
$279K
EMB
1231
Elefante Mark B
$279K +$279K +1,499 New
Squarepoint
1232
Squarepoint
New York
$278K +$278K +1,491 New
AF
1233
Aldebaran Financial
$277K
PWAG
1234
Polaris Wealth Advisory Group
California
$277K +$13.9K +75 +5%
BFA
1235
Beaumont Financial Advisors
Massachusetts
$276K
CWA
1236
Clarus Wealth Advisors
Arizona
$274K +$274K +1,470 New
HPC
1237
HM Payson & Co
Maine
$274K +$274K +1,476 New
NHC
1238
Nicholas Hoffman & Company
Georgia
$272K -$46.6K -250 -15%
BFO
1239
Boston Family Office
Massachusetts
$271K -$23.3K -125 -8%
SSWM
1240
Sheets Smith Wealth Management
North Carolina
$270K -$7.45K -40 -3%
GAM
1241
Gould Asset Management
California
$269K +$1.86K +10 +0.7%
FMWA
1242
Forvis Mazars Wealth Advisors
Missouri
$269K +$21.1K +113 +8%
RWA
1243
Ropes Wealth Advisors
Massachusetts
$268K -$14.1K -76 -5%
GIP
1244
Greatmark Investment Partners
Georgia
$267K
RCM
1245
Radnor Capital Management
Pennsylvania
$265K -$48.4K -260 -15%
NEAM
1246
New England Asset Management
Connecticut
$265K -$37.2K -200 -12%
BFO
1247
Biltmore Family Office
North Carolina
$265K +$265K +1,424 New
Cetera Investment Advisers
1248
Cetera Investment Advisers
Illinois
$264K -$66.3K -356 -20%
SVCP
1249
Silicon Valley Capital Partners
California
$264K +$2.8K +15 +1%
GLI
1250
Guardian Life Insurance
New York
$264K +$79.6K +428 +43%