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Burlington

427 hedge funds and large institutions have $14.4B invested in Burlington in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 55

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

78% more capital invested

Capital invested by funds: $8.11B → $14.4B (+$6.32B)

16% more funds holding

Funds holding: 368427 (+59)

14% more call options, than puts

Call options by funds: $385M | Put options by funds: $337M

0.96% less ownership

Funds ownership: 110.56%109.6% (-0.96%)

15% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 144

Holders
427
Holders Change
+59
Holders Change %
+16.03%
% of All Funds
6.86%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
120
Increased
122
Reduced
144
Closed
55
Calls
$385M
Puts
$337M
Net Calls
+$47.7M
Net Calls Change
+$49.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
401
TCI Wealth Advisors
Arizona
$2.23K +$479 +3 +38%
AF
402
Advisornet Financial
Minnesota
$2.03K +$1.6K +10 New
BWM
403
Baystate Wealth Management
Massachusetts
$2K
BWM
404
BerganKDV Wealth Management
Minnesota
$1.82K -$1.28K -8 -47%
MA
405
Montag & Associates
Georgia
$1.82K +$1.44K +9 New
HNB
406
Huntington National Bank
Ohio
$1.62K +$479 +3 +60%
CPG
407
Cornerstone Planning Group
New Jersey
$1.34K +$958 +6 New
CYG
408
Clean Yield Group
Vermont
$1.22K
MCM
409
Manchester Capital Management
Vermont
$1.22K
SIC
410
SJS Investment Consulting
Ohio
$1.22K +$160 +1 +20%
HCP
411
Hexagon Capital Partners
Arkansas
$1.22K +$958 +6 New
RBC
412
Romano Brothers & Co
Illinois
$1.22K +$958 +6 New
LSA
413
Leonteq Securities AG
Switzerland
$1.01K -$40.4K -253 -98%
FWA
414
Freedom Wealth Alliance
Wisconsin
$1.01K +$798 +5 New
Lazard Asset Management
415
Lazard Asset Management
New York
$1K -$55.4K -347 -98%
CI Investments Inc
416
CI Investments Inc
Ontario, Canada
$1K -$12.5K -78 -95%
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$1K +$798 +5 New
LFA
418
Level Financial Advisors
New York
$1K +$958 +6 New
GWS
419
Glassman Wealth Services
Virginia
$811 -$1.44K -9 -69%
MPCL
420
My Personal CFO LLC
Washington
$811 +$639 +4 New
AA
421
Addison Advisors
Vermont
$608 -$479 -3 -50%
VCM
422
Versant Capital Management
Arizona
$406
BAAM
423
Baker Avenue Asset Management
California
$406 +$319 +2 New
TAM
424
Tucker Asset Management
Colorado
$206
SIS
425
Sound Income Strategies
Florida
$203