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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
GG
326
Gofen & Glossberg
Illinois
$206K +$195K +1,000 New
FI
327
Fosun International
China
$206K +$196K +1,007 New
Robeco Institutional Asset Management
328
Robeco Institutional Asset Management
Netherlands
$190K -$540K -2,770 -75%
NFG
329
Next Financial Group
Texas
$185K +$175K +899 New
SFS
330
Sowell Financial Services
Arkansas
$163K +$85.1K +437 +123%
CSS
331
Cubist Systematic Strategies
Connecticut
$148K -$5.3M -27,206 -97%
SI
332
Stephens Inc
Arkansas
$145K +$18.7K +96 +16%
LS
333
Livforsakringsbolaget Skandia
Sweden
$144K
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$143K +$3.31K +17 +3%
CH
335
Canton Hathaway
Rhode Island
$131K +$124K +636 New
FHA
336
First Horizon Advisors
Tennessee
$122K +$2.34K +12 +2%
BBL
337
Beck Bode LLC
Massachusetts
$121K +$114K +585 New
PCG
338
Private Capital Group
Connecticut
$112K +$41.9K +215 +66%
LWCFA
339
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$103K
Loomis, Sayles & Company
340
Loomis, Sayles & Company
Massachusetts
$101K
PA
341
Parallel Advisors
California
$84K -$16.8K -86 -17%
OPERF
342
Oregon Public Employees Retirement Fund
Oregon
$79K
S
343
SignatureFD
Georgia
$69K -$2.14K -11 -3%
VAIA
344
Virtus Alternative Investment Advisers
Connecticut
$68K
CCA
345
Column Capital Advisors
Indiana
$65K +$16.9K +87 +38%
SPIA
346
Steward Partners Investment Advisory
New York
$60K
QCG
347
Quadrant Capital Group
Ohio
$56K -$98.6K -506 -65%
HFM
348
Harvest Fund Management
China
$49K +$44.4K +228 New
SQA
349
Simon Quick Advisors
New Jersey
$48K +$45.4K +233 New
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$47K