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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 %
SAM
1426
Summit Asset Management
Tennessee
$203K +$203K +863 New
BWM
1427
BerganKDV Wealth Management
Minnesota
$202K
FIM
1428
Frontier Investment Management
Texas
$202K +$202K +860 New
MIC
1429
Meridian Investment Counsel
California
$200K +$200K +850 New
PCA
1430
Providence Capital Advisors
North Carolina
$198K
SC
1431
Sawyer & Company
Massachusetts
$197K
MCM
1432
MV Capital Management
Maryland
$188K
ZB
1433
Zions Bancorporation
Utah
$187K +$7.53K +32 +4%
JWA
1434
JFS Wealth Advisors
Pennsylvania
$186K
TSW
1435
Thompson Siegel & Walmsley
Virginia
$176K
ACM
1436
AUA Capital Management
Pennsylvania
$176K
GI
1437
Gradient Investments
Minnesota
$176K +$5.86K +25 +3%
NCM
1438
New Capital Management
Texas
$172K
PFBT
1439
Parkside Financial Bank & Trust
Missouri
$168K -$5.86K -25 -3%
MCA
1440
Mercer Capital Advisers
New Jersey
$165K
WCAMG
1441
Woodard & Company Asset Management Group
North Carolina
$164K
ABA
1442
American Beacon Advisors
Texas
$157K
TFA
1443
Toth Financial Advisory
Virginia
$153K
SPL
1444
Smart Portfolios LLC
Washington
$153K +$12.4K +53 +9%
PCP
1445
Proficio Capital Partners
Massachusetts
$152K -$3.29K -14 -2%
AOWM
1446
Alpha Omega Wealth Management
Virginia
$152K
JFA
1447
JNBA Financial Advisors
Minnesota
$152K +$146K +620 +2,385%
SIA
1448
Sit Investment Associates
Minnesota
$150K -$11.4M -48,525 -99%
VIM
1449
Veritas Investment Management
United Kingdom
$146K
TC
1450
Trilogy Capital
California
$144K