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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
Bank of Nova Scotia
376
Bank of Nova Scotia
Ontario, Canada
$225K +$216K +769 New
CNC
377
Canandaigua National Corp
New York
$224K -$3.37K -12 -2%
Rockefeller Capital Management
378
Rockefeller Capital Management
New York
$220K +$562 +2 +0.3%
Vontobel Holding
379
Vontobel Holding
Switzerland
$219K -$85.5K -304 -29%
FF
380
FourThought Financial
Florida
$218K -$14.1K -50 -6%
PAG
381
Private Advisor Group
New Jersey
$215K -$545K -1,939 -72%
DILIC
382
Dai-ichi Life Insurance Company
Japan
$213K
QC
383
QCM Cayman
Texas
$213K +$205K +730 New
LNWWM
384
Laird Norton Wetherby Wealth Management
California
$212K +$204K +727 New
MWM
385
Modera Wealth Management
New Jersey
$209K +$201K +716 New
Fuller & Thaler Asset Management
386
Fuller & Thaler Asset Management
California
$208K -$28.1K -100 -12%
Axa
387
Axa
France
$208K -$18.8K -67 -9%
WA
388
Wealth Alliance
New York
$207K -$18K -64 -8%
DWA
389
Douglass Winthrop Advisors
New York
$204K +$197K +700 New
AT
390
American Trust
Kentucky
$201K +$194K +691 New
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$192K +$6.75K +24 +4%
SWM
392
Spire Wealth Management
Virginia
$189K +$39.6K +141 +28%
FHA
393
First Horizon Advisors
Tennessee
$164K +$20.2K +72 +15%
S
394
SignatureFD
Georgia
$159K +$21.1K +75 +16%
PA
395
Parallel Advisors
California
$151K +$46.4K +165 +47%
EI
396
Ellevest Inc
New York
$147K -$47.2K -168 -25%
LWCFA
397
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146K
PI
398
PEAK6 Investments
Illinois
$136K -$24.5K -87 -16%
Loomis, Sayles & Company
399
Loomis, Sayles & Company
Massachusetts
$124K
PCG
400
Private Capital Group
Connecticut
$113K