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Burlington

573 hedge funds and large institutions have $16.8B invested in Burlington in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 231 increasing their positions, 178 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 42

30% more call options, than puts

Call options by funds: $339M | Put options by funds: $260M

30% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 178

11% more funds holding

Funds holding: 514573 (+59)

8% more capital invested

Capital invested by funds: $15.6B → $16.8B (+$1.24B)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.25% less ownership

Funds ownership: 101.87%100.62% (-1.2%)

Holders
573
Holders Change
+59
Holders Change %
+11.48%
% of All Funds
8.23%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
103
Increased
231
Reduced
178
Closed
42
Calls
$339M
Puts
$260M
Net Calls
+$78.3M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
P
401
&Partners
Tennessee
$387K -$204K -788 -35%
SI
402
Seeds Investor
New York
$382K +$73K +282 +24%
CWP
403
Capital Wealth Planning
Florida
$381K +$374K +1,446 New
CANY
404
Caxton Associates (New York)
New York
$378K +$371K +1,433 New
BEI
405
Benjamin Edwards Inc
Missouri
$376K +$368K +1,423 +35,575%
QIM
406
Quantitative Investment Management
Virginia
$373K +$367K +1,417 New
EA
407
Emerald Advisers
Pennsylvania
$368K -$9.06K -35 -2%
CIC
408
Chase Investment Counsel
Virginia
$345K +$339K +1,311 New
AA
409
ALPS Advisors
Colorado
$341K -$82.3K -318 -20%
QCG
410
Quadrant Capital Group
Ohio
$339K +$30.5K +118 +10%
VT
411
Vise Technologies
New York
$337K +$331K +1,279 New
OCBCO
412
Oversea-Chinese Banking Corp (OCBC)
Singapore
$335K
PAS
413
Park Avenue Securities
New York
$329K -$82.8K -320 -20%
Focus Partners Wealth
414
Focus Partners Wealth
Massachusetts
$327K +$321K +1,242 New
RI
415
Redwood Investments
Massachusetts
$319K
SAM
416
Shell Asset Management
Netherlands
$319K +$313K +1,210 New
Acadian Asset Management
417
Acadian Asset Management
Massachusetts
$318K -$131K -505 -29%
CC
418
Corton Capital
Ontario, Canada
$317K +$44.5K +172 +17%
FTDI
419
First Trust Direct Indexing
Massachusetts
$316K +$35.7K +138 +13%
RIM
420
Rakuten Investment Management
Japan
$310K +$72.7K +281 +32%
Cambridge Investment Research Advisors
421
Cambridge Investment Research Advisors
Iowa
$305K +$67.8K +262 +29%
ECM
422
Evergreen Capital Management
Washington
$305K +$299K +1,157 New
SCM
423
Sterling Capital Management
North Carolina
$305K +$299K +1,156 New
SI
424
Stephens Inc
Arkansas
$304K +$4.92K +19 +2%
HAG
425
HighPoint Advisor Group
Illinois
$303K +$15.5K +60 +5%