COST icon

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 %
DIP
1326
DT Investment Partners
Pennsylvania
$209K +$209K +1,125 New
G
1327
GenTrust
Florida
$208K -$23.3K -125 -10%
ACM
1328
Alta Capital Management
Utah
$206K +$206K +1,112 New
MWM
1329
Mascoma Wealth Management
New Hampshire
$205K -$31.5K -165 -13%
Aristotle Capital Management
1330
Aristotle Capital Management
California
$205K +$205K +1,100 New
OIWM
1331
OptiFour Integrated Wealth Management
Virginia
$205K +$205K +1,101 New
TG
1332
TLP Group
Illinois
$204K +$204K +1,095 New
BC
1333
Burleson & Co
California
$204K +$204K +1,095 New
PFM
1334
Parsec Financial Management
North Carolina
$204K +$204K +1,098 New
LRIA
1335
Leonard Rickey Investment Advisors
Washington
$203K +$203K +1,089 New
NGA
1336
Naples Global Advisors
Florida
$203K +$203K +1,091 New
NIA
1337
Northstar Investment Advisors
Colorado
$203K +$203K +1,093 New
RCM
1338
RNC Capital Management
California
$201K +$201K +1,077 New
AFC
1339
AFT Forsyth & Company
Florida
$201K +$201K +1,079 New
LJHT
1340
Laurie J. Hall Trustee
$191K +$18.6K +100 +11%
KIG
1341
Kessler Investment Group
Indiana
$186K
CAM
1342
CenterStar Asset Management
Illinois
$185K
LBG
1343
Lloyds Banking Group
United Kingdom
$184K
ST
1344
Smithfield Trust
Pennsylvania
$184K +$33.2K +178 +22%
GEA
1345
Glen Eagle Advisors
New Jersey
$182K +$28.9K +155 +19%
SLF
1346
Sun Life Financial
Ontario, Canada
$178K -$420K -2,259 -70%
JT
1347
Jump Trading
Illinois
$178K +$178K +958 New
MOS
1348
MGO One Seven
Ohio
$173K +$173K +930 New
AIP
1349
Almanack Investment Partners
Pennsylvania
$170K +$26.3K +141 +18%
CPA
1350
Clear Perspective Advisors
Illinois
$162K