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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 %
MYIA
1451
Mount Yale Investment Advisors
Colorado
$24K +$24K +125 New
CCA
1452
Clearwater Capital Advisors
Illinois
$22K +$22K +115 New
SQA
1453
Simon Quick Advisors
New Jersey
$21K -$53.6K -281 -72%
PS
1454
Portfolio Strategies
New York
$21K
SP
1455
SWS Partners
Ohio
$21K
MSA
1456
Marino Stram & Associates
Massachusetts
$20K
VCM
1457
Virtue Capital Management
Tennessee
$20K +$20K +104 New
AWM
1458
Avondale Wealth Management
Texas
$19K -$8.22K -45 -30%
DOA
1459
D'Orazio & Associates
Virginia
$19K -$4.18K -22 -18%
LWA
1460
Lowe Wealth Advisors
Maryland
$19K
PFSC
1461
Peoples Financial Services Corp
Pennsylvania
$19K
CWM
1462
Catamount Wealth Management
Connecticut
$19K
KC
1463
KHP Capital
Oklahoma
$19K +$19K +100 New
DWA
1464
Divergent Wealth Advisors
Utah
$19K +$19K +100 New
PFA
1465
Pathway Financial Advisors
Vermont
$19K +$19K +100 New
MWM
1466
MinichMacGregor Wealth Management
New York
$18K +$3.38K +18 +23%
JA
1467
JOYN Advisors
Georgia
$18K +$18K +93 New
OBWP
1468
O'Brien Wealth Partners
Massachusetts
$16K +$16K +83 New
LA
1469
Legacy Advisors
Pennsylvania
$15K +$4.75K +25 +46%
IP
1470
Isthmus Partners
Wisconsin
$14K -$2.8K -15 -17%
MBT
1471
Monroe Bank & Trust
Michigan
$14K
LWS
1472
Lucia Wealth Services
California
$12K -$220K -1,191 -95%
ST
1473
Sageworth Trust
Pennsylvania
$12K +$12K +63 New
MA
1474
MCF Advisors
Kentucky
$11K -$5.12K -27 -32%
SCA
1475
Stuart Chaussee & Associates
California
$11K