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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 %
KP
1326
Keel Point
Alabama
$202K +$202K +1,073 New
GFPC
1327
Global Financial Private Capital
Florida
$201K -$42.4K -225 -17%
LBG
1328
Lloyds Banking Group
United Kingdom
$201K +$15.7K +84 +8%
LJHT
1329
Laurie J. Hall Trustee
$193K
GLI
1330
Guardian Life Insurance
New York
$189K -$78K -415 -29%
KIG
1331
Kessler Investment Group
Indiana
$188K
WWM
1332
Wagner Wealth Management
South Carolina
$186K +$26.4K +140 +17%
AIP
1333
Almanack Investment Partners
Pennsylvania
$182K +$10.2K +54 +6%
MOS
1334
MGO One Seven
Ohio
$178K +$2.83K +15 +2%
KCPG
1335
Kavar Capital Partners Group
Kansas
$170K +$170K +900 New
NIM
1336
NuWave Investment Management
New Jersey
$168K -$438K -2,365 -72%
MWM
1337
Mascoma Wealth Management
New Hampshire
$168K -$33.8K -180 -17%
PCG
1338
Private Capital Group
Connecticut
$166K +$142K +756 +600%
PCP
1339
Proficio Capital Partners
Massachusetts
$160K +$5.86K +31 +4%
SC
1340
Sawyer & Company
Massachusetts
$158K
TFS
1341
TrustCore Financial Services
Tennessee
$158K +$28.2K +150 +22%
FAM
1342
Foresters Asset Management
Ontario, Canada
$157K
MCM
1343
MV Capital Management
Maryland
$151K
HIIFS
1344
Harel Insurance Investments & Financial Services
Israel
$151K +$18.9K +100 +14%
CPA
1345
Clear Perspective Advisors
Illinois
$150K -$13.7K -73 -8%
JWA
1346
JFS Wealth Advisors
Pennsylvania
$149K
TSW
1347
Thompson Siegel & Walmsley
Virginia
$141K
ACM
1348
AUA Capital Management
Pennsylvania
$141K
NCM
1349
New Capital Management
Texas
$138K -$104K -551 -43%
HFM
1350
Harvest Fund Management
China
$138K +$62.5K +334 +83%