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Burlington

434 hedge funds and large institutions have $13.7B invested in Burlington in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 144 increasing their positions, 183 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

29% more capital invested

Capital invested by funds: $10.7B → $13.7B (+$3.04B)

16% more call options, than puts

Call options by funds: $120M | Put options by funds: $104M

3.49% more ownership

Funds ownership: 102.34%105.83% (+3.5%)

9% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 55

0% more funds holding

Funds holding: 432434 (+2)

21% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 183

Holders
434
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
8.9%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
60
Increased
144
Reduced
183
Closed
55
Calls
$120M
Puts
$104M
Net Calls
+$16.3M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
326
Gilbert & Cook
Iowa
$258K +$247K +1,311 New
NA
327
NewEdge Advisors
Louisiana
$252K -$208K -1,105 -46%
IFS
328
Ifrah Financial Services
Arkansas
$250K -$10.2K -54 -4%
CNC
329
Canandaigua National Corp
New York
$245K +$235K +1,245 New
CS
330
Comerica Securities
Michigan
$239K -$16.4K -87 -7%
APA
331
American Portfolios Advisors
New York
$238K +$17K +90 +8%
Fuller & Thaler Asset Management
332
Fuller & Thaler Asset Management
California
$238K
ER
333
Enlightenment Research
Florida
$236K +$226K +1,200 New
WA
334
Wealth Alliance
New York
$233K +$222K +1,181 New
CC
335
Chicago Capital
Illinois
$232K +$222K +1,177 New
SL
336
Stevard LLC
Illinois
$231K +$221K +1,174 New
YWP
337
YorkBridge Wealth Partners
New York
$229K +$219K +1,164 New
BUB
338
BBVA USA Bancshares
Texas
$224K +$214K +1,135 New
FCBT
339
First Citizens Bank & Trust
North Carolina
$222K +$212K +1,126 New
NIT
340
NumerixS Investment Technologies
British Columbia, Canada
$215K -$1.08M -5,712 -84%
CAN
341
Claraphi Advisory Network
United States
$209K +$13.4K +71 +7%
Schroder Investment Management Group
342
Schroder Investment Management Group
United Kingdom
$207K
FMT
343
First Mercantile Trust
Tennessee
$204K -$417K -2,216 -68%
QCG
344
Quadrant Capital Group
Ohio
$153K +$28.8K +153 +24%
PA
345
Procyon Advisors
Connecticut
$148K -$29.4K -156 -17%
LS
346
Livforsakringsbolaget Skandia
Sweden
$138K
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$133K -$6.03K -32 -5%
SI
348
Stephens Inc
Arkansas
$120K -$24.3K -129 -17%
FHA
349
First Horizon Advisors
Tennessee
$115K +$4.71K +25 +4%
LWCFA
350
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98K