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Costco

1,352 hedge funds and large institutions have $51.8B invested in Costco in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 585 increasing their positions, 481 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,352
Holders Change
-14
Holders Change %
-1.02%
% of All Funds
33.76%
Holding in Top 10
39
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-23.53%
% of All Funds
0.97%
New
86
Increased
585
Reduced
481
Closed
89
Calls
$1.03B
Puts
$1.77B
Net Calls
-$739M
Net Calls Change
+$356M
Name Holding Trade Value Shares
Change
Shares
Change %
SFPIA
1301
Stevens First Principles Investment Advisors
California
$35K
CAL
1302
Capital Advisors Ltd
Ohio
$33K -$49.5K -300 -60%
CLOS
1303
Compagnie Lombard Odier SCmA
Switzerland
$33K +$33K +200 New
SMG
1304
Spectrum Management Group
Indiana
$33K +$33K +200 New
PFGIA
1305
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$2.19K +14 +7%
SHJ
1306
Sharkey, Howes & Javer
Colorado
$32K +$16.5K +107 +107%
NSB
1307
Norway Savings Bank
Maine
$31K
WAM
1308
Watermark Asset Management
California
$30K
CMBA
1309
C.M. Bidwell & Associates
Hawaii
$26K -$133K -820 -84%
PG
1310
Patten Group
Tennessee
$25K
PFO
1311
Pathstone Family Office
New Jersey
$25K
KF
1312
Krilogy Financial
Missouri
$24K -$7.83K -47 -25%
AC
1313
Alexandria Capital
Virginia
$23K
ARMC
1314
American Research & Management Company
Massachusetts
$23K
MFT
1315
Moisand Fitzgerald Tamayo
Florida
$23K +$23K +140 New
CJA
1316
C-J Advisory
California
$22K +$1.63K +10 +8%
AWM
1317
Avior Wealth Management
Nebraska
$21K -$8.4K -50 -29%
ANBT
1318
American National Bank & Trust
Texas
$21K
IF
1319
Ironwood Financial
Arizona
$21K
RWG
1320
Regal Wealth Group
California
$18K
LWA
1321
Lowe Wealth Advisors
Maryland
$16K
DOA
1322
D'Orazio & Associates
Virginia
$16K
CWM
1323
Catamount Wealth Management
Connecticut
$16K
IP
1324
Isthmus Partners
Wisconsin
$15K
MWM
1325
MinichMacGregor Wealth Management
New York
$12K