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Burlington

368 hedge funds and large institutions have $8.11B invested in Burlington in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 139 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

2.14% more ownership

Funds ownership: 108.42%110.56% (+2.1%)

1% less call options, than puts

Call options by funds: $161M | Put options by funds: $163M

13% less funds holding

Funds holding: 422368 (-54)

13% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 139

16% less capital invested

Capital invested by funds: $9.71B → $8.11B (-$1.6B)

50% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 101

Holders
368
Holders Change
-54
Holders Change %
-12.8%
% of All Funds
6.34%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
50
Increased
121
Reduced
139
Closed
101
Calls
$161M
Puts
$163M
Net Calls
-$1.5M
Net Calls Change
+$95.2M
Name Holding Trade Value Shares
Change
Change in
Stake
C
326
Covestor
United Kingdom
$5K -$65.8K -452 -90%
TCOV
327
Trust Company of Vermont
Vermont
$5K
WBC
328
West Branch Capital
Massachusetts
$4K
BTI
329
Blue Trust Inc
Georgia
$4K +$4.51K +31 New
First Manhattan
330
First Manhattan
New York
$3K
FWM
331
Focused Wealth Management
New York
$3K
SSB
332
Sandy Spring Bank
Maryland
$3K
MDCM
333
Morgan Dempsey Capital Management
Wisconsin
$3K +$3.5K +24 New
TFGT
334
TS Financial Group (TSFG)
Illinois
$3K +$3.64K +25 New
GFPC
335
Global Financial Private Client
Florida
$2.54K
BWM
336
BerganKDV Wealth Management
Minnesota
$2K -$3.06K -21 -55%
BIA
337
Bell Investment Advisors
California
$2K
CA
338
Centerpoint Advisors
Massachusetts
$2K
EARNEST Partners
339
EARNEST Partners
Georgia
$2K
ST
340
Smithfield Trust
Pennsylvania
$2K
SC
341
Stephens Consulting
Michigan
$1.46K
Bank of Montreal
342
Bank of Montreal
Ontario, Canada
$1.13K -$4.09M -28,088 -75%
SWA
343
Sutton Wealth Advisors
Florida
$1.01K +$1.31K +9 New
GWS
344
Glassman Wealth Services
Virginia
$1K -$2.91K -20 -61%
LC
345
Lindbrook Capital
California
$1K -$1.31K -9 -41%
PFBT
346
Parkside Financial Bank & Trust
Missouri
$1K -$1.02K -7 -44%
AA
347
Ancora Advisors
Ohio
$1K
BWM
348
Baystate Wealth Management
Massachusetts
$1K
Fuller & Thaler Asset Management
349
Fuller & Thaler Asset Management
California
$1K
GWSG
350
GPS Wealth Strategies Group
Colorado
$1K