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Burke & Herbert Financial Services Corp

51 hedge funds and large institutions have $89.3M invested in Burke & Herbert Financial Services Corp in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

3.84% more ownership

Funds ownership: 22.02%25.86% (+3.8%)

2% less funds holding

Funds holding: 5251 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

15% less capital invested

Capital invested by funds: $105M → $89.3M (-$15.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
19
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
26
Cypress Capital Group
Florida
$256K
Mariner
27
Mariner
Kansas
$248K +$275K +5,331 New
HighTower Advisors
28
HighTower Advisors
Illinois
$209K -$1.7M -32,960 -88%
JP Morgan Chase
29
JP Morgan Chase
New York
$203K -$32.1K -622 -12%
UBS Group
30
UBS Group
Switzerland
$164K -$15.5K -300 -8%
Deutsche Bank
31
Deutsche Bank
Germany
$162K +$31.4K +610 +21%
MIM
32
MetLife Investment Management
New Jersey
$161K
AIG
33
American International Group
New York
$149K +$5.93K +115 +4%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$123K +$2.73K +53 +2%
SG Americas Securities
35
SG Americas Securities
New York
$121K +$134K +2,596 New
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$66K -$37.2K -721 -34%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$53K +$21.9K +425 +59%
Barclays
38
Barclays
United Kingdom
$49.3K -$11.4K -221 -17%
Allspring Global Investments
39
Allspring Global Investments
North Carolina
$43.5K +$48.2K +936 New
AB
40
Amalgamated Bank
New York
$30K
M
41
MOTCO
Texas
$27.2K
Legal & General Group
42
Legal & General Group
United Kingdom
$26.1K +$29K +562 New
AIP
43
Ameritas Investment Partners
Nebraska
$24.7K
TRCT
44
Tower Research Capital (TRC)
New York
$18.9K -$75.8K -1,471 -78%
SPIA
45
Steward Partners Investment Advisory
New York
$18.6K
MLICM
46
Metropolitan Life Insurance Company (MetLife)
New York
$16.7K
Osaic Holdings
47
Osaic Holdings
Arizona
$9.29K
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$5.58K
Citigroup
49
Citigroup
New York
$4.79K -$93.4K -1,813 -95%
BLC
50
Brown, Lisle/Cummings
Rhode Island
$4.65K +$5.15K +100 New