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Costco

1,597 hedge funds and large institutions have $74.4B invested in Costco in 2018 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 604 increasing their positions, 605 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,597
Holders Change
+50
Holders Change %
+3.23%
% of All Funds
36.57%
Holding in Top 10
86
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+19.44%
% of All Funds
1.97%
New
127
Increased
604
Reduced
605
Closed
64
Calls
$1.07B
Puts
$1.66B
Net Calls
-$591M
Net Calls Change
-$209M
Name Holding Trade Value Shares
Change
Shares
Change %
CCT
1326
Chemung Canal Trust
New York
$282K -$78.9K -336 -22%
SCA
1327
Stillwater Capital Advisors
Pennsylvania
$282K -$26.5K -113 -9%
CCP
1328
Clarkston Capital Partners
Michigan
$282K -$17.6K -75 -6%
PGCM
1329
Prescott Group Capital Management
Oklahoma
$282K
HHAA
1330
Henry H. Armstrong Associates
Pennsylvania
$281K
CWA
1331
Cypress Wealth Advisors
California
$280K
GFPC
1332
Global Financial Private Capital
Florida
$278K +$12.7K +54 +5%
WAP
1333
Wealthcare Advisory Partners
Pennsylvania
$278K +$47K +200 +20%
AW
1334
Alpha Windward
Massachusetts
$277K -$15.5K -66 -5%
LIM
1335
Leavell Investment Management
Alabama
$277K
KWMG
1336
King Wealth Management Group
Florida
$277K +$277K +1,177 New
OAM
1337
Oak Asset Management
California
$275K -$11.7K -50 -4%
RP
1338
Rice Partnership
Hawaii
$275K
CCB
1339
Cutter & Co Brokerage
Missouri
$275K +$34K +145 +14%
ST
1340
Smithfield Trust
Pennsylvania
$274K
VWM
1341
Valley Wealth Managers
New Jersey
$274K +$274K +1,165 New
MC
1342
Miles Capital
Iowa
$273K +$273K +1,164 New
ICM
1343
IMS Capital Management
Oregon
$272K
DWA
1344
Dorsey Wright & Associates
California
$269K +$269K +1,145 New
IA
1345
Independence Advisors
Pennsylvania
$268K +$20.4K +87 +8%
LPT
1346
Legacy Private Trust
Wisconsin
$268K +$268K +1,141 New
BC
1347
Burleson & Co
California
$267K
PWA
1348
Peterson Wealth Advisors
Utah
$267K +$267K +1,138 New
SP
1349
Successful Portfolios
Florida
$265K -$3.52K -15 -1%
PPSG
1350
Princeton Portfolio Strategies Group
New Jersey
$265K