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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
VAS
451
Vestmark Advisory Solutions
Massachusetts
$213K -$305K -1,177 -59%
EB
452
Eastern Bank
Massachusetts
$209K -$140K -542 -41%
TFS
453
Thoroughbred Financial Services
Tennessee
$209K +$206K +795 New
KAS
454
Kestra Advisory Services
Texas
$203K +$199K +770 New
Chevy Chase Trust
455
Chevy Chase Trust
Maryland
$201K +$197K +761 New
S
456
SignatureFD
Georgia
$192K +$21K +81 +13%
VSQM
457
V-Square Quantitative Management
Illinois
$190K +$776 +3 +0.4%
OAM
458
Ostrum Asset Management
France
$188K +$2.33K +9 +1%
AssetMark Inc
459
AssetMark Inc
California
$171K +$164K +632 +3,950%
OC
460
Oarsman Capital
Wisconsin
$166K +$163K +629 New
LP
461
LMR Partners
United Kingdom
$158K +$155K +600 New
BTI
462
Blue Trust Inc
Georgia
$155K +$119K +460 +246%
AIC
463
Archer Investment Corporation
Indiana
$150K +$38.8K +150 +36%
FHA
464
First Horizon Advisors
Tennessee
$143K +$1.55K +6 +1%
CIBC Private Wealth Group
465
CIBC Private Wealth Group
Georgia
$140K +$3.36K +13 +3%
GI
466
GAMMA Investing
California
$135K +$51.5K +199 +64%
LS
467
Livforsakringsbolaget Skandia
Sweden
$132K +$104K +400 +400%
Fifth Third Bancorp
468
Fifth Third Bancorp
Ohio
$118K +$15.3K +59 +15%
DZ Bank
469
DZ Bank
Germany
$92.2K +$90.6K +350 New
GM
470
GeoWealth Management
Illinois
$87.2K +$85.7K +331 New
Loomis, Sayles & Company
471
Loomis, Sayles & Company
Massachusetts
$87K +$45.3K +175 +113%
AA
472
AlphaCentric Advisors
Puerto Rico
$86.9K -$2.33K -9 -3%
PA
473
Parallel Advisors
California
$86.7K +$19.4K +75 +30%
CPA
474
Capital Performance Advisors
California
$84.8K +$83.3K +322 New
CFM
475
Catalyst Funds Management
Australia
$79K +$77.6K +300 New