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Burke & Herbert Financial Services Corp

105 hedge funds and large institutions have $237M invested in Burke & Herbert Financial Services Corp in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 36 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 3

620% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 5

125% more capital invested

Capital invested by funds: $105M → $237M (+$132M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

94% more funds holding

Funds holding: 54105 (+51)

6.03% more ownership

Funds ownership: 25.25%31.28% (+6%)

Holders
105
Holders Change
+51
Holders Change %
+94.44%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
36
Reduced
5
Closed
3
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Corebridge Financial
Texas
$356K +$356K +6,982 New
Mirae Asset Global ETFs Holdings
52
Mirae Asset Global ETFs Holdings
Hong Kong
$332K +$332K +6,508 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$326K
TH
54
TCTC Holdings
Texas
$321K +$321K +6,303 New
WANY
55
Wealthspire Advisors (New York)
New York
$306K -$31.7K -622 -9%
MIM
56
Montgomery Investment Management
Maryland
$299K
JP Morgan Chase
57
JP Morgan Chase
New York
$291K -$80.9K -1,588 -22%
JC
58
Jentner Corp
Ohio
$283K +$283K +5,543 New
FNFDCM
59
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$280K +$280K +5,489 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$275K +$61.8K +1,213 +29%
RJA
61
Raymond James & Associates
Florida
$270K +$270K +5,303 New
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$266K +$131K +2,573 +97%
First Trust Advisors
63
First Trust Advisors
Illinois
$265K +$79.5K +1,560 +43%
SO
64
STRS Ohio
Ohio
$265K +$265K +5,200 New
BSW
65
Buckingham Strategic Wealth
Missouri
$262K +$262K +5,142 New
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$259K +$259K +5,086 New
BC
67
Burney Company
Virginia
$246K +$245K +4,816 New
Stifel Financial
68
Stifel Financial
Missouri
$242K +$242K +4,755 New
VOYA Investment Management
69
VOYA Investment Management
Georgia
$239K +$239K +4,692 New
HighTower Advisors
70
HighTower Advisors
Illinois
$235K +$2.09K +41 +0.9%
Deutsche Bank
71
Deutsche Bank
Germany
$227K +$52.6K +1,032 +30%
CCWM
72
Cassaday & Co Wealth Management
Virginia
$220K
Osaic Holdings
73
Osaic Holdings
Arizona
$218K +$218K +4,282 New
BCM
74
Bridgeway Capital Management
Texas
$218K +$218K +4,281 New
NAM
75
NTV Asset Management
West Virginia
$215K +$215K +4,213 New