COST icon

Costco

1,519 hedge funds and large institutions have $59.6B invested in Costco in 2017 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 480 increasing their positions, 584 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,519
Holders Change
+167
Holders Change %
+12.35%
% of All Funds
34.5%
Holding in Top 10
59
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+51.28%
% of All Funds
1.34%
New
253
Increased
480
Reduced
584
Closed
73
Calls
$1.09B
Puts
$2.08B
Net Calls
-$989M
Net Calls Change
-$250M
Name Holding Trade Value Shares
Change
Shares
Change %
MSA
1476
Marino Stram & Associates
Massachusetts
$20K +$20K +105 New
LWA
1477
Lowe Wealth Advisors
Maryland
$19K
CWM
1478
Catamount Wealth Management
Connecticut
$19K
SMFG
1479
Sumitomo Mitsui Financial Group
Japan
$19K +$19K +100 New
PFSC
1480
Peoples Financial Services Corp
Pennsylvania
$19K +$19K +100 New
RFWA
1481
RPg Family Wealth Advisory
Massachusetts
$17.9K +$17.9K +96 New
IP
1482
Isthmus Partners
Wisconsin
$17K
MA
1483
MCF Advisors
Kentucky
$16K +$5.08K +27 +47%
DG
1484
Delek Group
Israel
$15K +$15K +80 New
MWM
1485
MinichMacGregor Wealth Management
New York
$14K
MBT
1486
Monroe Bank & Trust
Michigan
$14K +$14K +74 New
SCA
1487
Stuart Chaussee & Associates
California
$11K
PW
1488
Price Wealth
Texas
$11K +$11K +64 New
KF
1489
Krilogy Financial
Missouri
$10K -$16.7K -90 -63%
CTB
1490
Country Trust Bank
Illinois
$10K -$3.46K -19 -26%
LA
1491
Legacy Advisors
Pennsylvania
$10K
GTAM
1492
Global Trust Asset Management
Florida
$10K +$10K +53 New
CWM
1493
Cranbrook Wealth Management
Michigan
$9K
EWM
1494
Edge Wealth Management
New York
$7K -$1.06M -6,072 -99%
JAM
1495
Jolley Asset Management
North Carolina
$7K
VNA
1496
Valley National Advisers
Pennsylvania
$7K
SA
1497
SRH Advisors
Kansas
$7K
PHK
1498
Point72 Hong Kong
Hong Kong
$7K +$7K +40 New
BCP
1499
Blackhawk Capital Partners
Wisconsin
$6K +$6K +33 New
QAM
1500
QCI Asset Management
New York
$5K