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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
SIC
426
SJS Investment Consulting
Ohio
$20K +$18.8K +67 New
CB
427
CNB Bank
Pennsylvania
$19K
WTC
428
WhitTier Trust Company
Nevada
$19K
SCA
429
Stonebridge Capital Advisors
Minnesota
$19K +$8.72K +31 +91%
FRA
430
Front Row Advisors
California
$18K -$281 -1 -2%
HNB
431
Huntington National Bank
Ohio
$18K +$562 +2 +3%
DI
432
Disciplined Investments
Oklahoma
$15K
TPCW
433
TD Private Client Wealth
New York
$14.3K +$844 +3 +7%
LF
434
Lee Financial
Texas
$14K
CWS
435
Confluence Wealth Services
Pennsylvania
$14K +$13.8K +49 New
WT
436
Whittier Trust
California
$13K
SOW
437
State of Wyoming
Wyoming
$11K -$30.4K -108 -74%
BWM
438
BerganKDV Wealth Management
Minnesota
$11K
WBC
439
West Branch Capital
Massachusetts
$11K
CT
440
Cambridge Trust
Massachusetts
$11K +$10.7K +38 New
IA
441
IFP Advisors
Florida
$10K +$281 +1 +3%
FMTCOCP
442
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K +$10.1K +36 New
CWA
443
Clearview Wealth Advisors
Oregon
$9K
First Manhattan
444
First Manhattan
New York
$9K
VCM
445
Vigilant Capital Management
Maine
$8K -$6.75K -24 -46%
SBL
446
Sargent Bickham Lagudis
Colorado
$8K
SSB
447
Sandy Spring Bank
Maryland
$8K +$7.87K +28 New
FWM
448
Focused Wealth Management
New York
$7K
TWC
449
TD Waterhouse Canada
Ontario, Canada
$6.55K +$6.47K +23 New
GFPC
450
Global Financial Private Client
Florida
$6.41K