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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 %
CIM
1276
Confluence Investment Management
Missouri
$244K +$244K +1,310 New
MIM
1277
Montgomery Investment Management
Maryland
$242K
PJSIMP
1278
P.J. Schmidt Investment Management (PJS)
Wisconsin
$242K
NFG
1279
Nadler Financial Group
Illinois
$241K -$27.9K -150 -10%
BCP
1280
Blue Chip Partners
Michigan
$241K +$558 +3 +0.2%
PA
1281
PFG Advisors
Arizona
$241K +$241K +1,294 New
GFPC
1282
Global Financial Private Capital
Florida
$240K -$338K -1,818 -58%
BA
1283
BKS Advisors
Michigan
$240K
NCM
1284
New Capital Management
Texas
$239K +$372 +2 +0.2%
RIA
1285
Regal Investment Advisors
Michigan
$238K +$2.98K +16 +1%
TFF
1286
The Family Firm
Maryland
$236K +$186 +1 +0.1%
BKA
1287
Brick & Kyle Associates
Pennsylvania
$235K -$18.6K -100 -7%
TIM
1288
Thompson Investment Management
Wisconsin
$235K
SG
1289
StoneX Group
New York
$235K +$235K +1,262 New
WIA
1290
Wealthstreet Investment Advisors
Texas
$235K +$235K +1,265 New
HWA
1291
Heritage Wealth Advisors
Virginia
$235K +$235K +1,267 New
AC
1292
Arjuna Capital
North Carolina
$234K +$234K +1,256 New
LWS
1293
Lucia Wealth Services
California
$234K +$234K +1,256 New
WP
1294
WealthSource Partners
California
$233K -$29.4K -158 -11%
NWP
1295
Northstar Wealth Partners
Connecticut
$232K +$232K +1,232 New
GLA
1296
Good Life Advisors
Pennsylvania
$232K +$232K +1,233 New
Treasurer of the State of North Carolina
1297
Treasurer of the State of North Carolina
North Carolina
$232K +$232K +1,245 New
CIP
1298
Convergence Investment Partners
Florida
$230K -$9.3K -50 -4%
EA
1299
Edge Advisors
Georgia
$225K -$743 -4 -0.3%
OIA
1300
OneDigital Investment Advisors
Kansas
$223K +$156K +840 +233%