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Burke & Herbert Financial Services Corp

56 hedge funds and large institutions have $124M invested in Burke & Herbert Financial Services Corp in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

39% more capital invested

Capital invested by funds: $89.3M → $124M (+$35.1M)

10% more funds holding

Funds holding: 5156 (+5)

0.75% more ownership

Funds ownership: 25.86%26.62% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
20
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
26
Wealthspire Advisors (New York)
New York
$412K +$3.53K +71 +1%
Invesco
27
Invesco
Georgia
$386K +$305K +6,136 New
MIM
28
Montgomery Investment Management
Maryland
$369K
HighTower Advisors
29
HighTower Advisors
Illinois
$283K
Jane Street
30
Jane Street
New York
$274K +$217K +4,352 New
CCWM
31
Cassaday & Co Wealth Management
Virginia
$272K -$85.6K -1,720 -28%
JP Morgan Chase
32
JP Morgan Chase
New York
$268K -$5.48K -110 -3%
SG Americas Securities
33
SG Americas Securities
New York
$249K +$67.7K +1,359 +52%
First Trust Advisors
34
First Trust Advisors
Illinois
$242K +$191K +3,844 New
OQS
35
Occudo Quantitative Strategies
Florida
$233K +$184K +3,701 New
MIM
36
MetLife Investment Management
New Jersey
$218K
Deutsche Bank
37
Deutsche Bank
Germany
$210K -$7.27K -146 -4%
AQR Capital Management
38
AQR Capital Management
Connecticut
$209K +$165K +3,315 New
AIG
39
American International Group
New York
$201K -$647 -13 -0.4%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$167K +$50 +1 +0%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$123K +$40.2K +808 +70%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$66.6K -$18K -361 -25%
Citigroup
43
Citigroup
New York
$63.7K +$45.3K +909 +883%
AB
44
Amalgamated Bank
New York
$37K -$3.24K -65 -10%
M
45
MOTCO
Texas
$36.8K
Legal & General Group
46
Legal & General Group
United Kingdom
$35.4K
AIP
47
Ameritas Investment Partners
Nebraska
$33.4K
TRCT
48
Tower Research Capital (TRC)
New York
$33K +$5.87K +118 +29%
SPIA
49
Steward Partners Investment Advisory
New York
$25.2K
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$22.6K