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Burlington

434 hedge funds and large institutions have $13.7B invested in Burlington in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 144 increasing their positions, 183 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

29% more capital invested

Capital invested by funds: $10.7B → $13.7B (+$3.04B)

16% more call options, than puts

Call options by funds: $120M | Put options by funds: $104M

3.49% more ownership

Funds ownership: 102.34%105.83% (+3.5%)

9% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 55

0% more funds holding

Funds holding: 432434 (+2)

21% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 183

Holders
434
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
8.9%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
60
Increased
144
Reduced
183
Closed
55
Calls
$120M
Puts
$104M
Net Calls
+$16.3M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
401
CX Institutional
Indiana
$6K
FHA
402
Flagship Harbor Advisors
Massachusetts
$6K
OPS
403
Orion Portfolio Solutions
Nebraska
$6K +$565 +3 +11%
BWM
404
BerganKDV Wealth Management
Minnesota
$5K -$188 -1 -4%
FWM
405
Focused Wealth Management
New York
$5K
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$5K
TL
407
TrueWealth LLC
Georgia
$5K
HWM
408
HighMark Wealth Management
Minnesota
$5K +$1.13K +6 +33%
GFPC
409
Global Financial Private Client
Florida
$4.31K
CTC
410
Central Trust Company
Missouri
$4K -$5.65K -30 -58%
EARNEST Partners
411
EARNEST Partners
Georgia
$4K
BGIM
412
Brandywine Global Investment Management
Pennsylvania
$4K +$3.01K +16 New
MAM
413
Meeder Asset Management
Ohio
$3K -$709K -3,762 -100%
CFA
414
Carroll Financial Associates
North Carolina
$3K -$2.83K -15 -44%
EFSCE
415
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$565 -3 -14%
VCM
416
Versant Capital Management
Arizona
$3K -$565 -3 -14%
JCM
417
Jacobi Capital Management
Pennsylvania
$3K
RIM
418
Ranger Investment Management
Texas
$3K
SCA
419
Stonebridge Capital Advisors
Minnesota
$3K
AII
420
AGF Investments Inc
Ontario, Canada
$3K +$188 +1 +6%
PMFA
421
Plante Moran Financial Advisors
Michigan
$3K +$2.83K +15 New
FWM
422
Filbrandt Wealth Management
Wisconsin
$3K +$3.01K +16 New
ETC
423
Exchange Traded Concepts
Oklahoma
$2K -$278K -1,478 -99%
GT
424
Glenmede Trust
Pennsylvania
$2K -$197K -1,046 -99%
Federated Hermes
425
Federated Hermes
Pennsylvania
$2K -$25.6K -136 -93%