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Burlington

420 hedge funds and large institutions have $14.9B invested in Burlington in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 133 increasing their positions, 172 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $13.7B → $14.9B (+$1.21B)

3.77% more ownership

Funds ownership: 105.83%109.6% (+3.8%)

3% less funds holding

Funds holding: 434420 (-14)

12% less call options, than puts

Call options by funds: $109M | Put options by funds: $124M

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

23% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 172

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
420
Holders Change
-14
Holders Change %
-3.23%
% of All Funds
8.47%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
55
Increased
133
Reduced
172
Closed
66
Calls
$109M
Puts
$124M
Net Calls
-$14.4M
Net Calls Change
-$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
401
Brewin Dolphin Wealth Management
Ireland
$3.71K +$3.51K +18 New
FCH
402
Freestone Capital Holdings
Washington
$3.71K +$3.51K +18 New
EFSCE
403
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
JCM
404
Jacobi Capital Management
Pennsylvania
$3K
PMFA
405
Plante Moran Financial Advisors
Michigan
$3K
RIM
406
Ranger Investment Management
Texas
$3K
VCM
407
Versant Capital Management
Arizona
$3K
MAM
408
Meeder Asset Management
Ohio
$2K -$1.36K -7 -50%
PWMG
409
Prestige Wealth Management Group
New Jersey
$2K
GT
410
Glenmede Trust
Pennsylvania
$2K +$584 +3 +27%
TAIM
411
TD Ameritrade Investment Management
Nebraska
$2K +$1.95K +10 New
GWS
412
Glassman Wealth Services
Virginia
$1K
TWA
413
TCI Wealth Advisors
Arizona
$1K
ZB
414
Zions Bancorporation
Utah
$1K
CFB
415
Cullen/Frost Bankers
Texas
$1K +$584 +3 New
JWM
416
Janiczek Wealth Management
Colorado
$1K +$584 +3 New
NIM
417
NuWave Investment Management
New Jersey
$1K +$1.17K +6 New
RA
418
Rational Advisors
New York
$1K +$1.17K +6 New
ED
419
Exane Derivatives
France
$824
SAM
420
Scopus Asset Management
New York
-$59.1M -300,000 Closed
Bank of Nova Scotia
421
Bank of Nova Scotia
Ontario, Canada
-$40.3M -204,500 Closed
MSE
422
MUFG Securities EMEA
United Kingdom
-$35.2M -178,560 Closed
AC
423
Armistice Capital
New York
-$28.6M -145,364 Closed
MCM
424
Moore Capital Management
New York
-$26.9M -136,608 Closed
CCI
425
Columbus Circle Investors
-$20.5M -104,168 Closed