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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 %
PCP
1401
Proficio Capital Partners
Massachusetts
$138K -$39.1K -187 -22%
TFA
1402
Toth Financial Advisory
Virginia
$136K
AOWM
1403
Alpha Omega Wealth Management
Virginia
$135K
SWA
1404
Sutton Wealth Advisors
Florida
$132K
VIM
1405
Veritas Investment Management
United Kingdom
$130K
TC
1406
Trilogy Capital
California
$128K +$208 +1 +0.2%
OSNBOA
1407
Old Second National Bank of Aurora
Illinois
$127K
CFG
1408
CKW Financial Group
Hawaii
$126K
SPL
1409
Smart Portfolios LLC
Washington
$125K
MFW
1410
Mosaic Family Wealth
Missouri
$125K
BCA
1411
Bay Colony Advisors
Massachusetts
$119K +$119K +570 New
SWP
1412
Strategic Wealth Partners
Ohio
$118K -$6.04K -29 -5%
BWL
1413
Bogart Wealth LLC
Virginia
$115K +$15.2K +73 +15%
OC
1414
Oakworth Capital
Alabama
$114K
RWA
1415
River Wealth Advisors
Pennsylvania
$113K +$113K +539 New
WG
1416
Welch Group
Alabama
$110K -$12.5K -60 -10%
EFSCE
1417
Enterprise Financial Services Corp (EFSC)
Missouri
$109K
FGAM
1418
Financial Gravity Asset Management
Texas
$109K +$1.1K +5 +1%
BFC
1419
Bedel Financial Consulting
Indiana
$106K +$1.05K +5 +1%
GWA
1420
Guidant Wealth Advisors
Illinois
$104K
CB
1421
Community Bank
New York
$103K
MSE
1422
MUFG Securities EMEA
United Kingdom
$103K +$103K +491 New
QCG
1423
Quadrant Capital Group
Ohio
$102K -$2.03K -11 -2%
PCFFS
1424
Pacific Center for Financial Services
California
$102K +$210 +1 +0.2%
RWG
1425
Regal Wealth Group
California
$100K