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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
HWM
526
Hemington Wealth Management
Virginia
$9K +$9.58K +37 New
LFG
527
Larson Financial Group
Missouri
$8.96K +$8.8K +34 New
JWA
528
JFS Wealth Advisors
Pennsylvania
$8.17K +$2.33K +9 +41%
MIM
529
Macroview Investment Management
Maryland
$8.17K +$8.02K +31 New
FFA
530
Frazier Financial Advisors
Ohio
$7.64K
VCM
531
Versant Capital Management
Arizona
$7.38K -$6.99K -27 -49%
ATS
532
Ashton Thomas Securities
New York
$6.85K +$6.73K +26 New
WTC
533
WhitTier Trust Company
Nevada
$6.59K
FMII
534
Farmers & Merchants Investments Inc
Nebraska
$6.32K
WB
535
Webster Bank
Connecticut
$6.32K
TWD
536
True Wealth Design
Ohio
$6.06K +$4.4K +17 +283%
GFPC
537
Global Financial Private Client
Florida
$5.8K
JIP
538
Jaffetilchin Investment Partners
Florida
$5.01K +$4.92K +19 New
CAL
539
Capital Advisors Ltd
Ohio
$5K
NS
540
NBC Securities
Alabama
$5K
ST
541
Smithfield Trust
Pennsylvania
$5K
CA
542
Continuum Advisory
Idaho
$4.58K -$1.29K -5 -23%
HGA
543
Hobbs Group Advisors
South Carolina
$4.48K
1IA
544
1620 Investment Advisors
Massachusetts
$3.95K -$3.88K -15 -50%
Fuller & Thaler Asset Management
545
Fuller & Thaler Asset Management
California
$3.95K
MCM
546
MV Capital Management
Maryland
$3.69K +$259 +1 +8%
BBHC
547
Brown Brothers Harriman & Co
New York
$3.69K +$3.62K +14 New
S
548
Sachetta
Massachusetts
$3.16K
WPA
549
West Paces Advisors
Georgia
$3.16K
TPCW
550
TD Private Client Wealth
New York
$3.16K +$1.81K +7 +140%