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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 %
NGA
1276
Naples Global Advisors
Florida
$287K +$46.6K +223 +19%
SIM
1277
Sadoff Investment Management
Wisconsin
$286K
BCM
1278
Breiter Capital Management
Florida
$286K +$627 +3 +0.2%
CWA
1279
Clarus Wealth Advisors
Arizona
$285K
NAMP
1280
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$284K
IWC
1281
Integrated Wealth Concepts
Massachusetts
$284K +$284K +1,366 New
ANBT
1282
American National Bank & Trust
Texas
$280K -$58.8K -281 -17%
Cetera Investment Advisers
1283
Cetera Investment Advisers
Illinois
$280K -$7.95K -38 -3%
AC
1284
Addison Capital
Pennsylvania
$279K
CCP
1285
Corient Capital Partners
California
$279K +$279K +1,334 New
PCG
1286
Private Capital Group
Connecticut
$278K +$94.1K +451 +51%
MBA
1287
McQueen Ball & Associates
Pennsylvania
$276K
G
1288
GenTrust
Florida
$276K +$43.2K +207 +19%
SCA
1289
Stillwater Capital Advisors
Pennsylvania
$275K -$20.1K -96 -7%
WDA
1290
Wendell David Associates
New Hampshire
$275K
BKA
1291
Brick & Kyle Associates
Pennsylvania
$275K +$10.5K +50 +4%
FQ
1292
First Quadrant
California
$273K -$16.7K -80 -6%
AWE
1293
Avidian Wealth Enterprises
Texas
$273K
MIM
1294
Montgomery Investment Management
Maryland
$272K
PJSIMP
1295
P.J. Schmidt Investment Management (PJS)
Wisconsin
$272K
CIP
1296
Convergence Investment Partners
Florida
$271K -$6.69K -32 -2%
BA
1297
BKS Advisors
Michigan
$269K
SMFS
1298
Squar Milner Financial Services
California
$269K +$27.8K +133 +12%
NFG
1299
Nadler Financial Group
Illinois
$269K +$41.9K +200 +18%
CCP
1300
Clarkston Capital Partners
Michigan
$266K -$14.6K -70 -5%