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Costco

1,366 hedge funds and large institutions have $51.4B invested in Costco in 2017 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 578 increasing their positions, 464 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,366
Holders Change
+39
Holders Change %
+2.94%
% of All Funds
34.11%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.27%
New
128
Increased
578
Reduced
464
Closed
75
Calls
$881M
Puts
$1.98B
Net Calls
-$1.1B
Net Calls Change
-$922M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
1326
Alexandria Capital
Virginia
$23K -$3.4K -21 -13%
PG
1327
Patten Group
Tennessee
$23K
ARMC
1328
American Research & Management Company
Massachusetts
$22K
ANBT
1329
American National Bank & Trust
Texas
$20K
IF
1330
Ironwood Financial
Arizona
$20K
CJA
1331
C-J Advisory
California
$20K
RWG
1332
Regal Wealth Group
California
$18K +$162 +1 +0.9%
FCMT
1333
Founders Capital Management (Texas)
Texas
$16K -$4K -25 -20%
DOA
1334
D'Orazio & Associates
Virginia
$16K
MBT
1335
Monroe Bank & Trust
Michigan
$16K
LWA
1336
Lowe Wealth Advisors
Maryland
$16K
SHJ
1337
Sharkey, Howes & Javer
Colorado
$16K
CWM
1338
Catamount Wealth Management
Connecticut
$16K +$16K +100 New
IP
1339
Isthmus Partners
Wisconsin
$14K
MWM
1340
MinichMacGregor Wealth Management
New York
$12K
SCA
1341
Stuart Chaussee & Associates
California
$10K
CTB
1342
Country Trust Bank
Illinois
$9K
RFM
1343
Royal Fund Management
Florida
$9K +$7.29K +47 +427%
WA
1344
Winfield Associates
Ohio
$9K +$9K +55 New
CWM
1345
Cranbrook Wealth Management
Michigan
$8K
SA
1346
SRH Advisors
Kansas
$6K
JAM
1347
Jolley Asset Management
North Carolina
$6K
TG
1348
TLP Group
Illinois
$6K +$1.39K +9 +30%
OSAM
1349
O'Shaughnessy Asset Management
Connecticut
$6K +$6K +40 New
BC
1350
Barnett & Company
Tennessee
$5K