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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
GRP
376
Global Retirement Partners
California
$13K
LF
377
Lee Financial
Texas
$13K
TPCW
378
TD Private Client Wealth
New York
$11.3K
AIM
379
AIA Investment Management
Singapore
$11K
FFA
380
Founders Financial Alliance
North Carolina
$11K +$10.3K +53 New
OSAM
381
O'Shaughnessy Asset Management
Connecticut
$10K -$3.51K -18 -26%
FMII
382
Farmers & Merchants Investments Inc
Nebraska
$10K -$1.17K -6 -11%
DI
383
Disciplined Investments
Oklahoma
$10K
IA
384
IFP Advisors
Florida
$10K +$779 +4 +10%
AF
385
Advisornet Financial
Minnesota
$10K +$9.74K +50 New
Millennium Management
386
Millennium Management
New York
$9.02K -$20.4M -104,686 -71%
VFA
387
Valeo Financial Advisors
Indiana
$8K -$10.5K -54 -57%
LC
388
Lindbrook Capital
California
$7K
CI
389
CX Institutional
Indiana
$6K
FHA
390
Flagship Harbor Advisors
Massachusetts
$6K
ETC
391
Exchange Traded Concepts
Oklahoma
$6K +$3.12K +16 +133%
CA
392
Centerpoint Advisors
Massachusetts
$5K -$9.15K -47 -68%
BWM
393
BerganKDV Wealth Management
Minnesota
$5K
CTC
394
Central Trust Company
Missouri
$5K
FWM
395
Focused Wealth Management
New York
$5K
HWM
396
HighMark Wealth Management
Minnesota
$5K
AssetMark Inc
397
AssetMark Inc
California
$5K +$2.53K +13 +118%
GFPC
398
Global Financial Private Client
Florida
$4.59K
ST
399
Smithfield Trust
Pennsylvania
$4K -$6.62K -34 -63%
EARNEST Partners
400
EARNEST Partners
Georgia
$4K