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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 %
TODC
1501
Trustees of Dartmouth College
New Hampshire
$26K
MYIA
1502
Mount Yale Investment Advisors
Colorado
$26K
PS
1503
Portfolio Strategies
New York
$24K +$211 +1 +0.9%
CWM
1504
Catamount Wealth Management
Connecticut
$22K
AWM
1505
Avondale Wealth Management
Texas
$22K
LWA
1506
Lowe Wealth Advisors
Maryland
$21K
DOA
1507
D'Orazio & Associates
Virginia
$21K
KC
1508
KHP Capital
Oklahoma
$21K
DWA
1509
Divergent Wealth Advisors
Utah
$21K
PFA
1510
Pathway Financial Advisors
Vermont
$21K
PW
1511
Price Wealth
Texas
$19K +$12.5K +62 +194%
WA
1512
WP Advisors
California
$19K +$19K +90 New
MSA
1513
Marino Stram & Associates
Massachusetts
$18K -$3.72K -18 -17%
LA
1514
Legacy Advisors
Pennsylvania
$17K
IP
1515
Isthmus Partners
Wisconsin
$16K
GCM
1516
Gables Capital Management
Florida
$16K +$16K +77 New
MWM
1517
MinichMacGregor Wealth Management
New York
$15K -$3.95K -20 -21%
MBT
1518
Monroe Bank & Trust
Michigan
$15K
SCA
1519
Stuart Chaussee & Associates
California
$13K
MA
1520
MCF Advisors
Kentucky
$12K
CTB
1521
Country Trust Bank
Illinois
$11K
GTAM
1522
Global Trust Asset Management
Florida
$11K
CWM
1523
Cranbrook Wealth Management
Michigan
$10K
VNA
1524
Valley National Advisers
Pennsylvania
$10K +$2.71K +13 +37%
BCP
1525
Blackhawk Capital Partners
Wisconsin
$9K +$1.76K +8 +24%