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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
AFG
426
Atomi Financial Group
New York
$298K +$16.8K +65 +6%
AFWM
427
AMJ Financial Wealth Management
Virginia
$291K +$286K +1,104 New
HFM
428
Harvest Fund Management
China
$277K +$170K +658 +167%
AAM
429
Advisors Asset Management
Colorado
$275K -$76.3K -295 -22%
SCA
430
Snowden Capital Advisors
New York
$271K -$9.32K -36 -3%
OIA
431
OneDigital Investment Advisors
Kansas
$271K +$14K +54 +6%
LCWP
432
Legacy Capital Wealth Partners
Arkansas
$266K +$3.62K +14 +1%
GC
433
Globeflex Capital
California
$263K
GCM
434
Greenland Capital Management
New York
$263K +$259K +1,000 New
RJFSA
435
Raymond James Financial Services Advisors
Florida
$263K +$258K +998 New
SSWM
436
Sheets Smith Wealth Management
North Carolina
$261K +$256K +989 New
OAM
437
Oxford Asset Management
United Kingdom
$257K -$66.5K -257 -21%
GT
438
Greenleaf Trust
Michigan
$252K +$7.25K +28 +3%
DWT
439
Dorsey & Whitney Trust
South Dakota
$243K +$239K +923 New
CCM
440
Coldstream Capital Management
Washington
$239K +$235K +907 New
TF
441
Trek Financial
Arizona
$237K +$233K +899 New
SIA
442
Schechter Investment Advisors
Michigan
$232K +$8.28K +32 +4%
CMF
443
Counterpoint Mutual Funds
California
$228K +$224K +865 New
NA
444
NewEdge Advisors
Louisiana
$228K +$213K +824 +2,060%
GC
445
Guggenheim Capital
Illinois
$225K -$64.2K -248 -23%
CAM
446
Claret Asset Management
Quebec, Canada
$224K +$1.03K +4 +0.5%
SOW
447
State of Wyoming
Wyoming
$222K -$182K -704 -46%
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$219K -$6.99K -27 -3%
QL
449
Quarry LP
New York
$218K +$214K +827 +82,700%
MGP
450
Metis Global Partners
California
$216K +$212K +819 New