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Costco

1,508 hedge funds and large institutions have $60.1B invested in Costco in 2018 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 550 increasing their positions, 601 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,508
Holders Change
-11
Holders Change %
-0.72%
% of All Funds
34.61%
Holding in Top 10
58
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.69%
% of All Funds
1.33%
New
102
Increased
550
Reduced
601
Closed
98
Calls
$697M
Puts
$1.62B
Net Calls
-$919M
Net Calls Change
+$69.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
1251
Breiter Capital Management
Florida
$257K +$753 +4 +0.3%
DC
1252
DeDora Capital
California
$257K +$6.03K +32 +2%
ME
1253
McIlrath & Eck
Washington
$256K -$117K -618 -31%
NAMP
1254
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$256K
BCM
1255
Brookmont Capital Management
Texas
$254K -$4.71K -25 -2%
CCP
1256
Clarkston Capital Partners
Michigan
$253K +$27.3K +145 +12%
SFM
1257
Signet Financial Management
New Jersey
$252K -$101K -538 -29%
AC
1258
Addison Capital
Pennsylvania
$252K
Members Trust
1259
Members Trust
Florida
$251K -$2.64K -14 -1%
KSA
1260
Ken Stern & Associates
California
$250K
WP
1261
WealthSource Partners
California
$250K +$13.9K +74 +6%
CIP
1262
Convergence Investment Partners
Florida
$250K +$17.1K +91 +7%
FPCP
1263
Fort Point Capital Partners
California
$250K +$250K +1,325 New
MBA
1264
McQueen Ball & Associates
Pennsylvania
$249K
EF
1265
Empirical Finance
Pennsylvania
$249K +$249K +1,027 New
WDA
1266
Wendell David Associates
New Hampshire
$248K
ISL
1267
Ingalls & Snyder LLC
New York
$247K
AWE
1268
Avidian Wealth Enterprises
Texas
$246K
MIM
1269
Montgomery Investment Management
Maryland
$245K
PJSIMP
1270
P.J. Schmidt Investment Management (PJS)
Wisconsin
$245K
BA
1271
BKS Advisors
Michigan
$243K
HR
1272
Howe & Rusling
New York
$240K -$165K -875 -41%
PP
1273
Paloma Partners
Connecticut
$238K -$1.86M -9,873 -89%
TIM
1274
Thompson Investment Management
Wisconsin
$238K
BKA
1275
Brick & Kyle Associates
Pennsylvania
$238K