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Costco

1,161 hedge funds and large institutions have $42.8B invested in Costco in 2015 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 453 increasing their positions, 417 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 73

9% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 417

0% less funds holding

Funds holding: 1,1651,161 (-4)

13% less capital invested

Capital invested by funds: $49.3B → $42.8B (-$6.55B)

29% less funds holding in top 10

Funds holding in top 10: 5237 (-15)

40% less call options, than puts

Call options by funds: $377M | Put options by funds: $631M

Holders
1,161
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
31.28%
Holding in Top 10
37
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-28.85%
% of All Funds
1%
New
82
Increased
453
Reduced
417
Closed
73
Calls
$377M
Puts
$631M
Net Calls
-$254M
Net Calls Change
-$63.7M
Name Holding Trade Value Shares
Change
Change in
Stake
State of New Jersey Common Pension Fund D
176
State of New Jersey Common Pension Fund D
New Jersey
$24.6M
LC
177
Lourd Capital
California
$24.5M -$4.74K -33 -0%
BNP Paribas Financial Markets
178
BNP Paribas Financial Markets
France
$24.4M -$21.2M -147,127 -45%
JFL
179
Jarislowsky, Fraser Ltd
Quebec, Canada
$24.1M +$322K +2,239 +1%
TSU
180
TD Securities (USA)
New York
$24M +$2.87M +19,936 +13%
Baird Financial Group
181
Baird Financial Group
Wisconsin
$23.8M +$25.4M +176,394 New
ProShare Advisors
182
ProShare Advisors
Maryland
$23.6M -$7.19M -49,994 -22%
CB
183
Commerce Bank
Missouri
$23.2M +$146K +1,017 +0.6%
SOMRS
184
State of Michigan Retirement System
Michigan
$23M +$101K +700 +0.4%
National Pension Service
185
National Pension Service
South Korea
$22.9M +$3.51M +24,448 +17%
AL
186
AJO LP
Pennsylvania
$22.6M -$1.05M -7,300 -4%
WCM Investment Management
187
WCM Investment Management
California
$22.2M -$291K -2,023 -1%
TPSF
188
Texas Permanent School Fund
Texas
$21.6M -$677K -4,709 -3%
MAM
189
Martingale Asset Management
Massachusetts
$21.3M +$1.8M +12,499 +9%
Jacobs Levy Equity Management
190
Jacobs Levy Equity Management
New Jersey
$21.1M -$25.2M -175,532 -53%
B
191
BP
United Kingdom
$21.1M
CI
192
Cooper Investors
Australia
$20.7M +$10.8M +74,996 +96%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$20.5M -$3.68M -25,617 -14%
Public Sector Pension Investment Board (PSP Investments)
194
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$20.4M -$216K -1,500 -1%
RCIM
195
Russell Clark Investment Management
United Kingdom
$20.3M
OC
196
Oppenheimer & Co
New York
$20M +$528K +3,671 +3%
CCC
197
Chelsea Counsel Company
California
$19.9M +$46.2K +321 +0.2%
EWM
198
Evercore Wealth Management
New York
$19.7M +$448K +3,118 +2%
Lord, Abbett & Co
199
Lord, Abbett & Co
New Jersey
$19.7M -$16.4M -113,776 -44%
Loomis, Sayles & Company
200
Loomis, Sayles & Company
Massachusetts
$19.5M +$270K +1,877 +1%

COST Hedge Fund Activity: Q2 2015 in Review

1,161 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q2 2015, worth a combined $42.8B — down 13% from $49.3B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new COST positions and 73 closed out — a net gain of 9 holders — while 453 added to existing stakes and 417 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $191M. The largest seller was Capital World Investors, cutting an estimated $696M.

  • 1,161 institutional investors held Costco (COST) as of Q2 2015, down from 1,165 in Q1 2015.
  • Funds reported $42.8B of Costco stock for Q2 2015, down 13% quarter-over-quarter.
  • 82 funds opened new Costco positions in Q2 2015 and 73 closed out, a net change of +9 holders.
  • The largest Costco buyer in Q2 2015 was Wellington Management Group, an estimated $191M added.
  • The largest Costco seller in Q2 2015 was Capital World Investors, an estimated $696M sold.

Based on aggregated 13F filings for Q2 2015.