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Costco

1,331 hedge funds and large institutions have $55B invested in Costco in 2017 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 462 increasing their positions, 579 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 79

6% more capital invested

Capital invested by funds: $52B → $55B (+$2.98B)

0.74% more ownership

Funds ownership: 73.93%74.67% (+0.74%)

0% less funds holding

Funds holding: 1,3361,331 (-5)

18% less call options, than puts

Call options by funds: $788M | Put options by funds: $962M

20% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 579

27% less funds holding in top 10

Funds holding in top 10: 6749 (-18)

Holders
1,331
Holders Change
-5
Holders Change %
-0.37%
% of All Funds
33.13%
Holding in Top 10
49
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-26.87%
% of All Funds
1.22%
New
94
Increased
462
Reduced
579
Closed
79
Calls
$788M
Puts
$962M
Net Calls
-$174M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.48B +$284M +1,695,495 +5%
BlackRock
2
BlackRock
New York
$4.06B +$3.9B +23,278,398 +2,522%
State Street
3
State Street
Massachusetts
$3.04B +$40.1M +239,479 +1%
Capital World Investors
4
Capital World Investors
California
$2.81B +$1.54B +9,199,437 +122%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.76B -$266M -1,587,743 -9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.03B +$29.7M +177,200 +1%
Capital Research Global Investors
7
Capital Research Global Investors
California
$1.52B -$27.9M -166,601 -2%
Bank of America
8
Bank of America
North Carolina
$1.2B +$7.85M +46,857 +0.7%
Northern Trust
9
Northern Trust
Illinois
$1.07B +$49.5M +295,368 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.05B +$13.3M +79,201 +1%
Jennison Associates
11
Jennison Associates
New York
$909M -$38.5M -229,698 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$780M +$61.9M +369,408 +9%
Ameriprise
13
Ameriprise
Minnesota
$769M +$294M +1,753,741 +62%
JHIU
14
Janus Henderson Investors US
Colorado
$768M +$60.6M +361,581 +9%
Morgan Stanley
15
Morgan Stanley
New York
$755M +$50M +298,615 +7%
MAM
16
Magellan Asset Management
Australia
$732M +$89.3M +532,896 +14%
Berkshire Hathaway
17
Berkshire Hathaway
Nebraska
$727M
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$720M -$36.6M -218,426 -5%
Invesco
19
Invesco
Georgia
$717M +$37M +220,654 +5%
Goldman Sachs
20
Goldman Sachs
New York
$671M -$17.9M -106,999 -3%
Wells Fargo
21
Wells Fargo
California
$653M -$19.8M -118,079 -3%
Norges Bank
22
Norges Bank
Norway
$637M +$57.5M +342,865 +10%
TCIM
23
TIAA CREF Investment Management
New York
$607M +$33.4M +199,591 +6%
JP Morgan Chase
24
JP Morgan Chase
New York
$578M -$147M -878,574 -20%
AllianceBernstein
25
AllianceBernstein
Tennessee
$545M +$21.6M +129,106 +4%

COST Hedge Fund Activity: Q1 2017 in Review

1,331 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q1 2017, worth a combined $55B — up 5.7% from $52B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new COST positions and 79 closed out — a net gain of 15 holders — while 462 added to existing stakes and 579 trimmed.

The largest buyer was BlackRock, adding an estimated $3.9B. The largest seller was 1832 Asset Management, cutting an estimated $282M.

  • 1,331 institutional investors held Costco (COST) as of Q1 2017, down from 1,336 in Q4 2016.
  • Funds reported $55B of Costco stock for Q1 2017, up 5.7% quarter-over-quarter.
  • 94 funds opened new Costco positions in Q1 2017 and 79 closed out, a net change of +15 holders.
  • The largest Costco buyer in Q1 2017 was BlackRock, an estimated $3.9B added.
  • The largest Costco seller in Q1 2017 was 1832 Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q1 2017.