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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 %
NGA
1301
Naples Global Advisors
Florida
$217K +$11.3K +60 +5%
SMFS
1302
Squar Milner Financial Services
California
$217K +$17.9K +95 +9%
FMA
1303
FNY Managed Accounts
New York
$215K +$140K +742 +186%
CBT
1304
Capital Bank & Trust
California
$214K -$9.23K -49 -4%
DI
1305
Diligent Investors
California
$214K -$3.76K -20 -2%
PPSG
1306
Princeton Portfolio Strategies Group
New Jersey
$213K
PWA
1307
Peterson Wealth Advisors
Utah
$213K +$564 +3 +0.3%
ST
1308
Smithfield Trust
Pennsylvania
$213K +$26.8K +142 +14%
SP
1309
Successful Portfolios
Florida
$213K +$213K +1,129 New
DIP
1310
DT Investment Partners
Pennsylvania
$212K
RP
1311
Rice Partnership
Hawaii
$211K
OA
1312
Oxbow Advisors
Texas
$210K -$8.29K -44 -4%
G
1313
GenTrust
Florida
$210K
ACM
1314
Alta Capital Management
Utah
$210K +$565 +3 +0.3%
Aristotle Capital Management
1315
Aristotle Capital Management
California
$207K
WPW
1316
Winthrop Partners - WNY
New York
$207K
VCWA
1317
Vanguard Capital Wealth Advisors
Colorado
$207K +$207K +1,126 New
NIA
1318
Northstar Investment Advisors
Colorado
$206K
BC
1319
Burleson & Co
California
$206K
LRIA
1320
Leonard Rickey Investment Advisors
Washington
$205K
NFG
1321
Nadler Financial Group
Illinois
$204K -$39.5K -210 -16%
PFM
1322
Parsec Financial Management
North Carolina
$204K -$2.64K -14 -1%
WAP
1323
Wealthcare Advisory Partners
Pennsylvania
$204K +$87.8K +466 +76%
FCCM
1324
First City Capital Management
Georgia
$204K +$204K +1,080 New
AWM
1325
Avior Wealth Management
Nebraska
$203K +$178K +945 +721%