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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
CA
451
Centerpoint Advisors
Massachusetts
$6K
CTC
452
Central Trust Company
Missouri
$6K
EARNEST Partners
453
EARNEST Partners
Georgia
$6K
ST
454
Smithfield Trust
Pennsylvania
$6K
AIM
455
Anchor Investment Management
South Carolina
$5.83K
AA
456
Ancora Advisors
Ohio
$5K
Jones Financial Companies
457
Jones Financial Companies
Missouri
$5K
TWA
458
TCI Wealth Advisors
Arizona
$5K
GWS
459
Glassman Wealth Services
Virginia
$5K +$3.09K +11 +183%
Koshinski Asset Management
460
Koshinski Asset Management
Illinois
$4.66K
BWL
461
Bogart Wealth LLC
Virginia
$4K
HPC
462
HM Payson & Co
Maine
$4K
RIM
463
Ranger Investment Management
Texas
$4K
SC
464
Stephens Consulting
Michigan
$3.79K +$3.65K +13 New
BIA
465
Bell Investment Advisors
California
$3K -$562 -2 -15%
BWM
466
Baystate Wealth Management
Massachusetts
$3K
HWM
467
HighMark Wealth Management
Minnesota
$3K
VCM
468
Versant Capital Management
Arizona
$3K
PFBT
469
Parkside Financial Bank & Trust
Missouri
$3K +$844 +3 +50%
S
470
Surevest
California
$3K +$2.81K +10 New
MCM
471
Manchester Capital Management
Vermont
$2K
UB
472
UMB Bank
Missouri
$2K +$1.69K +6 New
Lazard Asset Management
473
Lazard Asset Management
New York
$2K +$1.97K +7 New
ED
474
Exane Derivatives
France
$1.17K
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$1K -$562 -2 -40%