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Burke & Herbert Financial Services Corp

54 hedge funds and large institutions have $105M invested in Burke & Herbert Financial Services Corp in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.37% less ownership

Funds ownership: 26.62%25.25% (-1.4%)

4% less funds holding

Funds holding: 5654 (-2)

15% less capital invested

Capital invested by funds: $124M → $105M (-$19.1M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
12
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$359K +$362K +6,400 New
MIM
27
Montgomery Investment Management
Maryland
$329K
HighTower Advisors
28
HighTower Advisors
Illinois
$256K +$3.85K +68 +2%
Barclays
29
Barclays
United Kingdom
$251K -$245K -4,323 -49%
CCWM
30
Cassaday & Co Wealth Management
Virginia
$242K
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$234K +$126K +2,223 +114%
First Trust Advisors
32
First Trust Advisors
Illinois
$204K -$11.4K -201 -5%
MIM
33
MetLife Investment Management
New Jersey
$194K
Deutsche Bank
34
Deutsche Bank
Germany
$191K +$4.36K +77 +2%
AIG
35
American International Group
New York
$178K -$1.53K -27 -0.8%
Bank of America
36
Bank of America
North Carolina
$176K -$441K -7,790 -71%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$149K
SG Americas Securities
38
SG Americas Securities
New York
$144K -$78.8K -1,393 -35%
Citigroup
39
Citigroup
New York
$72.8K +$16.3K +288 +28%
M
40
MOTCO
Texas
$32.8K
Legal & General Group
41
Legal & General Group
United Kingdom
$31.5K
AIP
42
Ameritas Investment Partners
Nebraska
$29.8K
SPIA
43
Steward Partners Investment Advisory
New York
$22.4K
TRCT
44
Tower Research Capital (TRC)
New York
$22.1K -$7.35K -130 -25%
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$20.2K
AB
46
Amalgamated Bank
New York
$12K -$21K -371 -63%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$10.9K +$4.47K +79 +68%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$6.72K
BLC
49
Brown, Lisle/Cummings
Rhode Island
$5.6K
FFO
50
Fortitude Family Office
Arizona
$2.97K