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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 %
POIA
1476
Pin Oak Investment Advisors
Texas
$43K
CLOS
1477
Compagnie Lombard Odier SCmA
Switzerland
$42K -$28.4K -135 -40%
EARNEST Partners
1478
EARNEST Partners
Georgia
$42K -$5.02K -24 -11%
CAL
1479
Capital Advisors Ltd
Ohio
$42K
SMG
1480
Spectrum Management Group
Indiana
$42K
NWM
1481
Northwest Wealth Management
Iowa
$42K
PFSC
1482
Peoples Financial Services Corp
Pennsylvania
$42K +$21K +100 +100%
AFM
1483
Abbot Financial Management
Massachusetts
$42K +$42K +200 New
LFA
1484
Legacy Financial Advisors
Kentucky
$41K +$2.6K +12 +7%
JCM
1485
Jacobi Capital Management
Pennsylvania
$40K +$211 +1 +0.5%
IAS
1486
IMA Advisory Services
Colorado
$40K +$40K +192 New
WAM
1487
Watermark Asset Management
California
$39K
PFGIA
1488
Patriot Financial Group Insurance Agency
Massachusetts
$37K -$12.6K -61 -25%
NSB
1489
Norway Savings Bank
Maine
$37K
OHS
1490
Odey Holdings (Switzerland)
Switzerland
$36K +$36K +174 New
LFASL
1491
Lugano Financial Advisors SA (LFA)
Switzerland
$35K +$35K +168 New
FNB
1492
Farmers National Bank
Kentucky
$31K
TCCM
1493
Timber Creek Capital Management
Massachusetts
$31K
PFO
1494
Pathstone Family Office
New Jersey
$31K
PG
1495
Patten Group
Tennessee
$31K
FFW
1496
Fusion Family Wealth
New York
$31K
ARMC
1497
American Research & Management Company
Massachusetts
$29K
THWM
1498
Taylor Hoffman Wealth Management
Virginia
$28K
CJA
1499
C-J Advisory
California
$28K
IF
1500
Ironwood Financial
Arizona
$27K