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Burlington

441 hedge funds and large institutions have $13.9B invested in Burlington in 2019 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 137 increasing their positions, 162 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 42

15% more capital invested

Capital invested by funds: $12.1B → $13.9B (+$1.81B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

10% more funds holding

Funds holding: 402441 (+39)

2.14% less ownership

Funds ownership: 107.09%104.95% (-2.1%)

15% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 162

49% less call options, than puts

Call options by funds: $104M | Put options by funds: $204M

Holders
441
Holders Change
+39
Holders Change %
+9.7%
% of All Funds
9.67%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
83
Increased
137
Reduced
162
Closed
42
Calls
$104M
Puts
$204M
Net Calls
-$99.7M
Net Calls Change
-$95.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
401
CNB Bank
Pennsylvania
$13K
LF
402
Lee Financial
Texas
$13K
RFA
403
Reilly Financial Advisors
California
$13K
WAP
404
Wealthcare Advisory Partners
Pennsylvania
$13K
ED
405
Exane Derivatives
France
$12.8K +$11.8K +64 New
AIM
406
AIA Investment Management
Singapore
$11K +$10.1K +55 New
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$10K
BBHC
408
Brown Brothers Harriman & Co
New York
$10K +$9.19K +50 +5,000%
CAW
409
Cornerstone Advisors (Washington)
Washington
$9K +$1.66K +9 +24%
CFGS
410
Concourse Financial Group Securities
Alabama
$8K -$3.68K -20 -34%
UCFA
411
United Capital Financial Advisors
Texas
$8K +$7.36K +40 New
HGWM
412
Harvest Group Wealth Management
Massachusetts
$7K -$2.02K -11 -24%
EFSCE
413
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
FHA
414
Flagship Harbor Advisors
Massachusetts
$6K
S
415
SignatureFD
Georgia
$6K
CI
416
CX Institutional
Indiana
$6K +$3.86K +21 +263%
FPS
417
Fieldpoint Private Securities
Connecticut
$6K +$5.33K +29 New
FWM
418
Focused Wealth Management
New York
$5K
RIA
419
Realta Investment Advisors
Delaware
$5K
TL
420
TrueWealth LLC
Georgia
$5K
CA
421
Centerpoint Advisors
Massachusetts
$4K
CTC
422
Central Trust Company
Missouri
$4K
EARNEST Partners
423
EARNEST Partners
Georgia
$4K
VCM
424
Versant Capital Management
Arizona
$4K +$735 +4 +22%
LC
425
Lindbrook Capital
California
$4K +$1.84K +10 +111%