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Burlington

491 hedge funds and large institutions have $20.6B invested in Burlington in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 181 increasing their positions, 170 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 56

1.92% more ownership

Funds ownership: 103.9%105.82% (+1.9%)

6% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 170

5% more capital invested

Capital invested by funds: $19.7B → $20.6B (+$930M)

1% more funds holding

Funds holding: 487491 (+4)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less call options, than puts

Call options by funds: $82.9M | Put options by funds: $133M

Holders
491
Holders Change
+4
Holders Change %
+0.82%
% of All Funds
7.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
69
Increased
181
Reduced
170
Closed
56
Calls
$82.9M
Puts
$133M
Net Calls
-$50.6M
Net Calls Change
-$88.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
401
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.5K +$6.75K +24 +8%
QCG
402
Quadrant Capital Group
Ohio
$80K -$13.8K -49 -15%
C
403
Covestor
United Kingdom
$72K +$69.4K +247 New
Nisa Investment Advisors
404
Nisa Investment Advisors
Missouri
$71K
CFGS
405
Concourse Financial Group Securities
Alabama
$66K +$12.4K +44 +24%
National Bank of Canada
406
National Bank of Canada
Quebec, Canada
$60K +$58.2K +207 New
CWP
407
Concord Wealth Partners
Virginia
$57K
CA
408
CoreCap Advisors
Michigan
$56K +$54K +192 New
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$50K +$48.6K +173 New
OIA
410
Optimum Investment Advisors
Illinois
$44K
CCA
411
Column Capital Advisors
Indiana
$42K
RBC
412
Roble Belko & Company
Pennsylvania
$42K
TFM
413
TFC Financial Management
Massachusetts
$42K +$4.5K +16 +13%
KFP
414
KB Financial Partners
New Jersey
$41K +$39.6K +141 New
FAG
415
Fortitude Advisory Group
Washington
$38K +$36.3K +129 New
EWA
416
EverSource Wealth Advisors
Alabama
$38K +$36.8K +131 New
SIC
417
Salem Investment Counselors
North Carolina
$36K
EA
418
Emerald Advisers
Pennsylvania
$34K +$32.3K +115 New
QC
419
Quent Capital
New York
$33K +$32.1K +114 New
HI
420
Harbour Investments
Wisconsin
$27K -$844 -3 -3%
TAIM
421
TD Ameritrade Investment Management
Nebraska
$26K +$21.9K +78 +780%
LC
422
Lindbrook Capital
California
$23K +$2.53K +9 +13%
SCA
423
Snowden Capital Advisors
New York
$23K +$23.1K +82 New
BFEC
424
Benjamin F. Edwards & Company
Missouri
$22K
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$21K +$6.47K +23 +46%