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Costco

1,547 hedge funds and large institutions have $66.3B invested in Costco in 2018 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 583 increasing their positions, 554 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,547
Holders Change
+39
Holders Change %
+2.59%
% of All Funds
35.47%
Holding in Top 10
72
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+24.14%
% of All Funds
1.65%
New
111
Increased
583
Reduced
554
Closed
60
Calls
$1.09B
Puts
$1.47B
Net Calls
-$383M
Net Calls Change
+$537M
Name Holding Trade Value Shares
Change
Shares
Change %
PBO
1251
Peoples Bank (Ohio)
Ohio
$311K +$10.4K +50 +3%
VCWA
1252
Vanguard Capital Wealth Advisors
Colorado
$308K +$73K +350 +31%
EWM
1253
Evermay Wealth Management
Virginia
$302K
EMB
1254
Elefante Mark B
$302K
RWM
1255
Ritholtz Wealth Management
New York
$302K +$16.1K +77 +6%
RWA
1256
Ropes Wealth Advisors
Massachusetts
$301K
GIP
1257
Greatmark Investment Partners
Georgia
$300K
FMWA
1258
Forvis Mazars Wealth Advisors
Missouri
$300K +$51.6K +247 +21%
WP
1259
WealthSource Partners
California
$299K +$21.9K +105 +8%
BFO
1260
Boston Family Office
Massachusetts
$298K -$2.72K -13 -0.9%
NEAM
1261
New England Asset Management
Connecticut
$298K
RCM
1262
Radnor Capital Management
Pennsylvania
$298K
BFO
1263
Biltmore Family Office
North Carolina
$298K
CCM
1264
Chickasaw Capital Management
Tennessee
$296K
CS
1265
Cannell & Spears
New York
$295K +$8.98K +43 +3%
WPA
1266
West Paces Advisors
Georgia
$293K -$3.55K -17 -1%
BHBT
1267
Burke & Herbert Bank & Trust
Virginia
$293K
HTI
1268
Hikari Tsushin Inc
Japan
$293K
GEA
1269
Glen Eagle Advisors
New Jersey
$292K +$46K +220 +19%
CCM
1270
Catawba Capital Management
Virginia
$292K +$292K +1,398 New
WGCA
1271
Wolf Group Capital Advisors
Virginia
$291K -$67.9K -325 -19%
SIM
1272
SSI Investment Management
California
$291K -$39.9K -191 -12%
CNBT
1273
Canandaigua National Bank & Trust
New York
$289K -$30.9K -148 -10%
TFA
1274
Transamerica Financial Advisors
Florida
$288K -$7.35M -35,101 -96%
AL
1275
Aspiriant LLC
California
$287K -$35.2K -168 -11%