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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
SIAS
351
Shine Investment Advisory Services
Colorado
$47K +$11.9K +61 +37%
T
352
TOBAM
France
$43K +$40.3K +207 New
CFGS
353
Concourse Financial Group Securities
Alabama
$39K +$20.3K +104 +124%
Group One Trading
354
Group One Trading
Illinois
$39K +$36.8K +189 New
CIA
355
CSat Investment Advisory
Michigan
$38K +$3.12K +16 +10%
EI
356
Ellevest Inc
New York
$35K +$1.36K +7 +4%
OIA
357
Optimum Investment Advisors
Illinois
$31K
RBC
358
Roble Belko & Company
Pennsylvania
$29K
ASN
359
Advisory Services Network
Georgia
$29K +$27.5K +141 New
CAW
360
Cornerstone Advisors (Washington)
Washington
$27K -$4.09K -21 -14%
VI
361
Vestcor Inc
New Brunswick, Canada
$27K
TFM
362
TFC Financial Management
Massachusetts
$26K +$24.7K +127 New
SIC
363
Salem Investment Counselors
North Carolina
$25K
FHC
364
First Horizon Corporation
Tennessee
$25K +$24.3K +125 New
EA
365
Emerald Advisers
Pennsylvania
$24K -$656K -3,367 -97%
PFWA
366
Paces Ferry Wealth Advisors
Georgia
$22K +$20.5K +105 New
BCA
367
Berman Capital Advisors
Georgia
$19K -$1.17K -6 -6%
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$19K +$12.7K +65 +241%
PFS
369
Prospera Financial Services
Texas
$18K +$16.9K +87 New
FRA
370
Front Row Advisors
California
$16K -$390 -2 -3%
BFEC
371
Benjamin F. Edwards & Company
Missouri
$15K
Rockefeller Capital Management
372
Rockefeller Capital Management
New York
$15K +$4.87K +25 +49%
RFA
373
Reilly Financial Advisors
California
$14K
FDCDDQ
374
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.4K -$5.84K -30 -32%
CB
375
CNB Bank
Pennsylvania
$13K