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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
EWA
476
EverSource Wealth Advisors
Alabama
$70.6K +$47.1K +182 +212%
HNB
477
Huntington National Bank
Ohio
$69.8K +$44.5K +172 +185%
LC
478
Lindbrook Capital
California
$69.6K +$10.4K +40 +18%
HMS
479
Hanseatic Management Services
New Mexico
$69.6K +$68.3K +264 New
Mirae Asset Global Investments
480
Mirae Asset Global Investments
South Korea
$68.4K +$2.07K +8 +3%
CI Investments Inc
481
CI Investments Inc
Ontario, Canada
$60K +$27.4K +106 +88%
AAP
482
Arax Advisory Partners
Colorado
$58.2K +$2.59K +10 +5%
GTAM
483
Global Trust Asset Management
Florida
$58K +$56.9K +220 New
AF
484
Allworth Financial
California
$57.4K -$7.76K -30 -12%
SPIA
485
Steward Partners Investment Advisory
New York
$56.6K -$3.62K -14 -6%
WSFS
486
Wilmington Savings Fund Society
Delaware
$56.6K +$55.6K +215 New
HFS
487
Hantz Financial Services
Michigan
$53K
AS
488
AM Squared
Hong Kong
$52.7K +$51.8K +200 New
PS
489
Principal Securities
Iowa
$50.1K +$3.11K +12 +7%
CWP
490
Concord Wealth Partners
Virginia
$49.5K
UB
491
UMB Bank
Missouri
$46.6K +$36.5K +141 +392%
RA
492
Rise Advisors
New York
$45.3K
MG
493
Mather Group
Illinois
$44.5K -$7.76K -30 -15%
OP
494
ORG Partners
Indiana
$42.7K
RBC
495
Roble Belko & Company
Pennsylvania
$38K
SWM
496
Spire Wealth Management
Virginia
$36.1K
MPWT
497
MassMutual Private Wealth & Trust
Connecticut
$33.2K +$2.33K +9 +8%
SAM
498
Smartleaf Asset Management
Massachusetts
$33.1K +$26.7K +103 +468%
BIG
499
Brooklyn Investment Group
New York
$32.9K +$32.4K +125 New
VWM
500
Venturi Wealth Management
Texas
$28.7K +$4.14K +16 +17%