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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
BAM
376
Belpointe Asset Management
Nevada
$10.1K +$7.98K +50 New
CAL
377
Capital Advisors Ltd
Ohio
$9K +$5.91K +37 +740%
WBC
378
West Branch Capital
Massachusetts
$7.91K
CSPIA
379
Cary Street Partners Investment Advisory
Virginia
$7.71K +$6.07K +38 New
PTC
380
Private Trust Company
Ohio
$6K +$3.67K +23 +329%
CT
381
Cambridge Trust
Massachusetts
$6K +$5.11K +32 New
SSB
382
Sandy Spring Bank
Maryland
$5.68K
FWM
383
Focused Wealth Management
New York
$5.07K
BTI
384
Blue Trust Inc
Georgia
$5K +$1.92K +12 +39%
MDCM
385
Morgan Dempsey Capital Management
Wisconsin
$4.87K
GFPC
386
Global Financial Private Client
Florida
$4.46K
EARNEST Partners
387
EARNEST Partners
Georgia
$4.26K
FA
388
Fiduciary Alliance
South Carolina
$4.26K +$3.35K +21 New
CA
389
Crewe Advisors
Utah
$4.05K -$5.43K -34 -63%
TAIM
390
TD Ameritrade Investment Management
Nebraska
$4K -$6.07K -38 -68%
CA
391
Centerpoint Advisors
Massachusetts
$4K
ST
392
Smithfield Trust
Pennsylvania
$4K
BCMLT
393
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.45K +$2.71K +17 New
BIA
394
Bell Investment Advisors
California
$3.24K -$160 -1 -6%
Fuller & Thaler Asset Management
395
Fuller & Thaler Asset Management
California
$3K
SC
396
Schubert & Co
Texas
$2.84K +$160 +1 +8%
PFBT
397
Parkside Financial Bank & Trust
Missouri
$2.84K +$798 +5 +56%
ASN
398
Advisory Services Network
Georgia
$2.84K +$2.23K +14 New
PWMG
399
Prestige Wealth Management Group
New Jersey
$2.84K +$2.23K +14 New
JWA
400
JFS Wealth Advisors
Pennsylvania
$2.43K