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Costco

1,547 hedge funds and large institutions have $66.3B invested in Costco in 2018 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 583 increasing their positions, 554 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,547
Holders Change
+39
Holders Change %
+2.59%
% of All Funds
35.47%
Holding in Top 10
72
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+24.14%
% of All Funds
1.65%
New
111
Increased
583
Reduced
554
Closed
60
Calls
$1.09B
Puts
$1.47B
Net Calls
-$383M
Net Calls Change
+$537M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
1376
SignalPoint Asset Management
Missouri
$200K +$200K +957 New
AIP
1377
Almanack Investment Partners
Pennsylvania
$199K -$3.14K -15 -2%
KCPG
1378
Kavar Capital Partners Group
Kansas
$188K
MWM
1379
Mascoma Wealth Management
New Hampshire
$187K
LPIC
1380
LeJeune Puetz Investment Counsel
Michigan
$183K +$183K +875 New
TFS
1381
TrustCore Financial Services
Tennessee
$180K +$4.19K +20 +2%
BWM
1382
BerganKDV Wealth Management
Minnesota
$179K +$179K +859 New
SC
1383
Sawyer & Company
Massachusetts
$176K
PCA
1384
Providence Capital Advisors
North Carolina
$176K +$31.3K +150 +22%
HIIFS
1385
Harel Insurance Investments & Financial Services
Israel
$167K
MCM
1386
MV Capital Management
Maryland
$167K
CPA
1387
Clear Perspective Advisors
Illinois
$167K
JWA
1388
JFS Wealth Advisors
Pennsylvania
$166K
ZB
1389
Zions Bancorporation
Utah
$160K +$160K +763 New
TSW
1390
Thompson Siegel & Walmsley
Virginia
$157K
ACM
1391
AUA Capital Management
Pennsylvania
$157K
PFBT
1392
Parkside Financial Bank & Trust
Missouri
$155K +$19.6K +94 +15%
NCM
1393
New Capital Management
Texas
$153K
GI
1394
Gradient Investments
Minnesota
$152K
CPIG
1395
Chicago Partners Investment Group
Illinois
$148K +$30.2K +144 +26%
MCA
1396
Mercer Capital Advisers
New Jersey
$147K
WCAMG
1397
Woodard & Company Asset Management Group
North Carolina
$146K
SFM
1398
Signet Financial Management
New Jersey
$146K -$132K -635 -48%
JG
1399
Jefferies Group
New York
$140K -$145K -697 -51%
ABA
1400
American Beacon Advisors
Texas
$140K