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Burlington

427 hedge funds and large institutions have $14.4B invested in Burlington in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 55

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

78% more capital invested

Capital invested by funds: $8.11B → $14.4B (+$6.32B)

16% more funds holding

Funds holding: 368427 (+59)

14% more call options, than puts

Call options by funds: $385M | Put options by funds: $337M

0.96% less ownership

Funds ownership: 110.56%109.6% (-0.96%)

15% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 144

Holders
427
Holders Change
+59
Holders Change %
+16.03%
% of All Funds
6.86%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
120
Increased
122
Reduced
144
Closed
55
Calls
$385M
Puts
$337M
Net Calls
+$47.7M
Net Calls Change
+$49.2M
Name Holding Trade Value Shares
Change
Change in
Stake
O
326
Ossiam
France
$140K
BAMF
327
BI Asset Management Fondsmaeglerselskab
Denmark
$133K +$24.8K +155 +31%
FHA
328
First Horizon Advisors
Tennessee
$124K +$19K +119 +24%
AS
329
AM Squared
Hong Kong
$122K +$95.8K +600 New
ACM
330
Advent Capital Management
New York
$106K
PI
331
PineBridge Investments
New York
$103K +$81K +507 New
LWCFA
332
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K
EI
333
Ellevest Inc
New York
$99.4K +$27.1K +170 +53%
CCA
334
Column Capital Advisors
Indiana
$85.6K +$20.6K +129 +44%
PA
335
Parallel Advisors
California
$76.4K +$1.44K +9 +2%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$69K -$17.6K -110 -24%
OWA
337
One Wealth Advisors
California
$67.5K +$53.2K +333 New
QCG
338
Quadrant Capital Group
Ohio
$66.5K +$28.4K +178 +119%
S
339
SignatureFD
Georgia
$66.1K +$24.6K +154 +90%
KFP
340
KB Financial Partners
New Jersey
$66K +$11.2K +70 +28%
Dimensional Fund Advisors
341
Dimensional Fund Advisors
Texas
$61.6K +$1.69M +10,613 +4%
IBOK
342
Independence Bank of Kentucky
Kentucky
$61K
Nisa Investment Advisors
343
Nisa Investment Advisors
Missouri
$61K
HFS
344
Hantz Financial Services
Michigan
$49K -$11.5K -72 -23%
WTC
345
WhitTier Trust Company
Nevada
$46.6K
SPIA
346
Steward Partners Investment Advisory
New York
$46.4K -$3.35K -21 -8%
BFEC
347
Benjamin F. Edwards & Company
Missouri
$42K +$4.47K +28 +16%
USCWA
348
U.S. Capital Wealth Advisors
Texas
$39.9K +$31.5K +197 New
CWP
349
Concord Wealth Partners
Virginia
$39.7K +$31.3K +196 New
DGAM
350
Desjardins Global Asset Management
Quebec, Canada
$38K +$958 +6 +3%