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Burlington

573 hedge funds and large institutions have $16.8B invested in Burlington in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 231 increasing their positions, 178 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 42

30% more call options, than puts

Call options by funds: $339M | Put options by funds: $260M

30% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 178

11% more funds holding

Funds holding: 514573 (+59)

8% more capital invested

Capital invested by funds: $15.6B → $16.8B (+$1.24B)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.25% less ownership

Funds ownership: 101.87%100.62% (-1.2%)

Holders
573
Holders Change
+59
Holders Change %
+11.48%
% of All Funds
8.23%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
103
Increased
231
Reduced
178
Closed
42
Calls
$339M
Puts
$260M
Net Calls
+$78.3M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
IMCOOI
376
Investment Management Corp of Ontario (IMCO)
Canada
$541K +$155K +600 +41%
VA
377
Vident Advisory
Georgia
$541K +$200K +773 +60%
JCM
378
Janney Capital Management
Pennsylvania
$522K -$218K -844 -30%
AI
379
Atria Investments
North Carolina
$514K -$18.6K -72 -4%
UWS
380
Unique Wealth Strategies
Illinois
$503K +$494K +1,910 New
CIS
381
Custom Index Systems
New York
$497K -$154K -595 -24%
LJAC
382
L.J. Altfest & Co
New York
$495K -$112K -431 -19%
PWS
383
Precision Wealth Strategies
Missouri
$492K -$1.55K -6 -0.3%
UM
384
UniSuper Management
Australia
$471K +$74.3K +287 +19%
Osaic Holdings
385
Osaic Holdings
Arizona
$464K +$12.4K +48 +3%
PA
386
Profund Advisors
Maryland
$457K -$10.4K -40 -2%
QCM
387
Qsemble Capital Management
New York
$451K +$443K +1,713 New
HT
388
Headlands Technologies
Illinois
$443K -$282K -1,089 -39%
Lido Advisors
389
Lido Advisors
California
$438K +$430K +1,663 New
TC
390
TownSquare Capital
Utah
$436K +$63.7K +246 +17%
PCA
391
Pallas Capital Advisors
Massachusetts
$434K +$42.7K +165 +11%
RJT
392
Raymond James Trust
Florida
$425K -$10.6K -41 -2%
RFC
393
Regions Financial Corp
Alabama
$420K -$7.76K -30 -2%
CCA
394
Cadent Capital Advisors
Oklahoma
$414K
EI
395
Ethic Inc
New York
$412K +$50.7K +196 +12%
PP
396
Prudential plc
United Kingdom
$412K
LFM
397
LGT Fund Management
Liechtenstein
$407K +$18.1K +70 +5%
WI
398
Wahed Invest
New York
$405K +$40.6K +157 +11%
CL
399
Choreo LLC
Illinois
$402K +$92.7K +358 +30%
WPC
400
Wedmont Private Capital
Pennsylvania
$397K +$37K +143 +10%