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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
CP
326
Covenant Partners
Tennessee
$369K
FRM
327
Fox Run Management
Connecticut
$368K +$355K +1,261 New
CWM
328
Chesapeake Wealth Management
Virginia
$361K -$37.7K -134 -10%
AIG
329
American International Group
New York
$358K -$11.8K -42 -3%
KAS
330
Kestra Advisory Services
Texas
$357K -$17.7K -63 -5%
DGAM
331
Desjardins Global Asset Management
Quebec, Canada
$355K +$343K +1,221 New
ESCM
332
Echo Street Capital Management
New York
$353K +$341K +1,212 New
Cambridge Investment Research Advisors
333
Cambridge Investment Research Advisors
Iowa
$352K -$281 -1 -0.1%
RCAG
334
Rehmann Capital Advisory Group
Michigan
$349K -$82.4K -293 -20%
RWP
335
Revolve Wealth Partners
New Jersey
$347K +$334K +1,189 New
FB
336
Fulton Bank
Pennsylvania
$345K +$51.2K +182 +18%
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$343K -$2.53K -9 -0.8%
ST
338
Somerset Trust
Pennsylvania
$330K +$7.03K +25 +2%
IRF
339
IBM Retirement Fund
New York
$323K -$223K -793 -42%
IA
340
IndexIQ Advisors
New York
$322K -$12.4K -44 -4%
IFS
341
Ifrah Financial Services
Arkansas
$321K -$4.22K -15 -1%
PDN
342
Pensionfund DSM Netherlands
Netherlands
$321K
BFM
343
Boothbay Fund Management
New York
$319K +$307K +1,093 New
CCP
344
Corient Capital Partners
California
$310K +$21.9K +78 +8%
YIA
345
YHB Investment Advisors
Connecticut
$297K +$40.2K +143 +16%
V
346
Veritable
Delaware
$297K +$286K +1,018 New
LWAM
347
Legacy Wealth Asset Management
Minnesota
$296K -$3.09K -11 -1%
GT
348
Greenleaf Trust
Michigan
$295K -$16.9K -60 -6%
Chevy Chase Trust
349
Chevy Chase Trust
Maryland
$292K
CS
350
Comerica Securities
Michigan
$287K +$19.1K +68 +7%