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Burlington
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Overview Fund Activity

467 hedge funds and large institutions have $15.5B invested in Burlington in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 179 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
6.77%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
60
Increased
179
Reduced
164
Closed
44
Calls
$537M
Puts
$307M
Net Calls
+$230M
Net Calls Change
+$304M

Top Buyers

1
Holocene Advisors
1
Holocene Advisors
New York
$208M
2
Citadel Advisors
2
Citadel Advisors
Florida
$271M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$115M
4
Coatue Management
4
Coatue Management
New York
$187M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$71.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$615M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$935M
3
Ameriprise
3
Ameriprise
Minnesota
$151M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.1M
5
Jane Street
5
Jane Street
New York
$7.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
MME
251
Meag Munich Ergo
Germany
$1.02M +$1.02M +4,390 New
Allianz Asset Management
252
Allianz Asset Management
Germany
$1.02M -$3.33M -14,326 -77%
Nordea Investment Management
253
Nordea Investment Management
Sweden
$1.02M – – –
VI
254
Vestcor Inc
New Brunswick, Canada
$1M -$2.56K -11 -0.3%
CAM
255
Cresset Asset Management
Illinois
$991K +$87.8K +378 +10%
PP
256
Prudential plc
United Kingdom
$989K +$297K +1,281 +43%
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$958K -$803K -3,457 -46%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$948K -$1.03M -4,451 -52%
CS
259
Candriam SCA
Luxembourg
$904K +$112K +482 +14%
MSRPS
260
Maryland State Retirement & Pension System
Maryland
$880K – – –
LTAS
261
Linden Thomas Advisory Services
North Carolina
$824K +$3.48K +15 +0.4%
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$810K +$111K +476 +16%
Lazard Asset Management
263
Lazard Asset Management
New York
$808K +$488K +2,103 +153%
Creative Planning
264
Creative Planning
Kansas
$794K +$112K +482 +16%
HighTower Advisors
265
HighTower Advisors
Illinois
$786K -$64.1K -277 -8%
BNP Paribas Asset Management
266
BNP Paribas Asset Management
France
$765K -$1.15M -4,939 -60%
GIA
267
Gateway Investment Advisers
Ohio
$764K +$78.2K +337 +11%
V
268
ViaWealth
Kansas
$762K – – –
Wealthfront Advisers
269
Wealthfront Advisers
California
$761K +$3.72K +16 +0.5%
TRCT
270
Tower Research Capital (TRC)
New York
$755K -$577K -2,484 -43%
Envestnet Portfolio Solutions
271
Envestnet Portfolio Solutions
Illinois
$750K +$116K +501 +18%
AIMCA
272
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$743K – – –
Neuberger Berman Group
273
Neuberger Berman Group
New York
$742K -$18.3K -79 -2%
TCM
274
Teza Capital Management
Illinois
$735K +$383K +1,649 +109%
Bank of Nova Scotia
275
Bank of Nova Scotia
Ontario, Canada
$729K +$2.55K +11 +0.4%
9 10
11
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