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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
DPW
551
DiNuzzo Private Wealth
Pennsylvania
$2.9K +$1.03K +4 +57%
SIC
552
SJS Investment Consulting
Ohio
$2.9K +$1.03K +4 +57%
TC
553
Trust Company
Kansas
$2.9K +$2.85K +11 New
WWP
554
WR Wealth Planners
Missouri
$2.63K -$259 -1 -9%
RFS
555
Richardson Financial Services
Massachusetts
$2.52K +$1.29K +5 +100%
TIM
556
Tortoise Investment Management
New York
$2.37K
BIA
557
Bell Investment Advisors
California
$2.11K
GWSG
558
GPS Wealth Strategies Group
Colorado
$1.58K
CFO
559
CVA Family Office
Colorado
$1.32K +$518 +2 +67%
AF
560
Advisornet Financial
Minnesota
$1.05K -$259 -1 -20%
HPC
561
HM Payson & Co
Maine
$1.05K +$1.03K +4 New
AW
562
Avion Wealth
Texas
$1K
MIFH
563
Migdal Insurance & Financial Holdings
Israel
$1K +$518 +2 New
VWA
564
Valued Wealth Advisors
Utah
$791
AP
565
Atwood & Palmer
Missouri
$791 +$776 +3 New
CA
566
Claris Advisors
Missouri
$790 +$776 +3 New
CPG
567
Cornerstone Planning Group
New Jersey
$764
MCM
568
Manchester Capital Management
Vermont
$527
BWP
569
Baldwin Wealth Partners
Massachusetts
$527 +$518 +2 New
CFGS
570
Concourse Financial Group Securities
Alabama
$526
BF
571
BOK Financial
Oklahoma
$520
IAIM
572
International Assets Investment Management
Florida
$345 +$23.5M +90,901 New
DWM
573
Dogwood Wealth Management
Kansas
$2
1832 Asset Management
574
1832 Asset Management
Ontario, Canada
-$198M -824,618 Closed
TCP
575
ThornTree Capital Partners
Massachusetts
-$18.4M -76,479 Closed