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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
PTC
501
Private Trust Company
Ohio
$28.5K -$6.73K -26 -19%
RTC
502
Riverview Trust Company
Washington
$27.7K +$518 +2 +2%
CAS
503
Coppell Advisory Solutions
Texas
$24.4K -$518 -2 -2%
WT
504
Washington Trust
Rhode Island
$23.7K
LSA
505
Leonteq Securities AG
Switzerland
$21.9K +$11.4K +44 +113%
GRP
506
Global Retirement Partners
California
$21.6K -$2.85K -11 -12%
CA
507
Clearstead Advisors
Ohio
$19.2K +$18.9K +73 New
HI
508
Harbour Investments
Wisconsin
$19K +$14.5K +56 +350%
CIM
509
Contravisory Investment Management
Massachusetts
$19K +$18.6K +72 New
FFA
510
Farther Finance Advisors
California
$17.4K +$2.07K +8 +14%
CB
511
CNB Bank
Pennsylvania
$16.9K
Jones Financial Companies
512
Jones Financial Companies
Missouri
$16.4K +$10.4K +40 +182%
ACM
513
Aster Capital Management
United Arab Emirates
$16.1K +$15.8K +61 New
C
514
Covestor
United Kingdom
$16K -$265K -1,024 -94%
EAM
515
Erste Asset Management
Austria
$15.8K +$15.5K +60 New
WT
516
Whittier Trust
California
$15K
PFBT
517
Parkside Financial Bank & Trust
Missouri
$14.8K +$2.85K +11 +24%
NCM
518
Northwest Capital Management
Oregon
$13.2K
IA
519
IFP Advisors
Florida
$12.9K +$259 +1 +2%
LFA
520
LGT Financial Advisors
Texas
$12.1K
QC
521
Quent Capital
New York
$11.3K
WBC
522
West Branch Capital
Massachusetts
$10.3K
FFO
523
Fortitude Family Office
Arizona
$9.75K +$1.55K +6 +19%
OLVIG
524
Oliver Lagore Vanvalin Investment Group
Michigan
$9.75K +$1.55K +6 +19%
GWM
525
Geneos Wealth Management
Colorado
$9.48K +$9.32K +36 New