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Burlington

420 hedge funds and large institutions have $14.9B invested in Burlington in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 133 increasing their positions, 172 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $13.7B → $14.9B (+$1.21B)

3.77% more ownership

Funds ownership: 105.83%109.6% (+3.8%)

3% less funds holding

Funds holding: 434420 (-14)

12% less call options, than puts

Call options by funds: $109M | Put options by funds: $124M

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

23% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 172

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
420
Holders Change
-14
Holders Change %
-3.23%
% of All Funds
8.47%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
55
Increased
133
Reduced
172
Closed
66
Calls
$109M
Puts
$124M
Net Calls
-$14.4M
Net Calls Change
-$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
301
Virtu Financial
New York
$278K +$263K +1,348 New
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$277K +$262K +1,346 New
RIM
303
Redpoint Investment Management
Australia
$276K
Rafferty Asset Management
304
Rafferty Asset Management
New York
$276K +$261K +1,338 New
APA
305
American Portfolios Advisors
New York
$276K +$24.7K +127 +10%
TCM
306
Teza Capital Management
Illinois
$274K +$259K +1,330 New
CC
307
Chicago Capital
Illinois
$273K +$29K +149 +13%
CS
308
Comerica Securities
Michigan
$262K +$11.5K +59 +5%
FMT
309
First Mercantile Trust
Tennessee
$259K +$12.1K +62 +6%
RCA
310
Rowland Carmichael Advisors
Arizona
$259K +$244K +1,255 New
IFS
311
Ifrah Financial Services
Arkansas
$257K -$4.87K -25 -2%
YWP
312
YorkBridge Wealth Partners
New York
$255K +$14K +72 +6%
MF
313
Magnetar Financial
Illinois
$254K +$240K +1,233 New
VAS
314
Vestmark Advisory Solutions
Massachusetts
$251K +$237K +1,218 New
Fuller & Thaler Asset Management
315
Fuller & Thaler Asset Management
California
$249K
V
316
Veritable
Delaware
$246K -$68.8K -353 -23%
FA
317
FDx Advisors
Illinois
$242K +$229K +1,176 New
Parallax Volatility Advisers
318
Parallax Volatility Advisers
California
$241K +$194K +994 +575%
RJFSA
319
Raymond James Financial Services Advisors
Florida
$240K -$2.89M -14,862 -93%
BUB
320
BBVA USA Bancshares
Texas
$233K -$1.17K -6 -0.5%
CNC
321
Canandaigua National Corp
New York
$229K -$25.7K -132 -11%
Schroder Investment Management Group
322
Schroder Investment Management Group
United Kingdom
$228K
PA
323
Procyon Advisors
Connecticut
$223K +$64.5K +331 +44%
Axa
324
Axa
France
$211K -$107K -547 -35%
Chevy Chase Trust
325
Chevy Chase Trust
Maryland
$206K +$195K +1,000 New