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Burlington

491 hedge funds and large institutions have $20.6B invested in Burlington in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 181 increasing their positions, 170 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 56

1.92% more ownership

Funds ownership: 103.9%105.82% (+1.9%)

6% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 170

5% more capital invested

Capital invested by funds: $19.7B → $20.6B (+$930M)

1% more funds holding

Funds holding: 487491 (+4)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less call options, than puts

Call options by funds: $82.9M | Put options by funds: $133M

Holders
491
Holders Change
+4
Holders Change %
+0.82%
% of All Funds
7.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
69
Increased
181
Reduced
170
Closed
56
Calls
$82.9M
Puts
$133M
Net Calls
-$50.6M
Net Calls Change
-$88.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OPPTF
276
OPSEU Pension Plan Trust Fund
Ontario, Canada
$781K +$35.4K +126 +5%
VI
277
Versor Investments
New York
$774K +$465K +1,654 +165%
BMSSC
278
B. Metzler seel. Sohn & Co
Germany
$747K +$169K +601 +31%
FAM
279
Fenimore Asset Management
New York
$747K +$720K +2,561 New
QT
280
Quantbot Technologies
New York
$731K +$705K +2,509 New
Impax Asset Management Group
281
Impax Asset Management Group
United Kingdom
$724K +$92.2K +328 +15%
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$709K +$89.7K +319 +15%
AIM
283
Aigen Investment Management
New York
$691K +$672K +2,391 New
RJFSA
284
Raymond James Financial Services Advisors
Florida
$689K +$3.37K +12 +0.5%
SP
285
Symmetry Partners
Connecticut
$688K -$73.9K -263 -10%
FI
286
Fosun International
China
$684K +$161K +572 +32%
AIM
287
Achmea Investment Management
Netherlands
$647K
BTWM
288
Baker Tilly Wealth Management
Wisconsin
$614K +$148K +526 +33%
PAS
289
Park Avenue Securities
New York
$601K +$44.1K +157 +8%
BCV
290
Banque Cantonale Vaudoise
Switzerland
$583K -$56.2K -200 -9%
MA
291
Montag & Associates
Georgia
$576K
MC
292
Montag & Caldwell
Georgia
$564K +$294K +1,044 +117%
APA
293
American Portfolios Advisors
New York
$551K +$32.3K +115 +6%
JCM
294
Janney Capital Management
Pennsylvania
$549K -$562 -2 -0.1%
MC
295
Merlin Capital
Rhode Island
$546K +$527K +1,873 New
CB
296
Commerce Bank
Missouri
$544K +$844 +3 +0.2%
BNP Paribas Asset Management
297
BNP Paribas Asset Management
France
$533K +$34.3K +122 +7%
NIP
298
Nicholas Investment Partners
California
$520K -$57.9K -206 -10%
VPIM
299
Vanguard Personalized Indexing Management
California
$520K +$176K +626 +54%
PWA
300
Phoenix Wealth Advisors
North Carolina
$518K -$82.7K -294 -14%