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Burlington
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Overview Fund Activity

430 hedge funds and large institutions have $11.5B invested in Burlington in 2019 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 155 increasing their positions, 165 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+3
Holders Change %
+0.7%
% of All Funds
9.32%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.13%
New
69
Increased
155
Reduced
165
Closed
63
Calls
$112M
Puts
$133M
Net Calls
-$21.5M
Net Calls Change
-$37.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.59B
2
BlackRock
BlackRock
New York
$730M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$159M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$319M
5
SCM
Steadfast Capital Management
New York
$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$605M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$363K
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$623K
4
EAM
Eagle Asset Management
Florida
$111M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
276
Arete Wealth Advisors
Illinois
$704K -$68.4K -437 -9%
LTFS
277
Ladenburg Thalmann Financial Services
Florida
$667K +$104K +702 +18%
BFM
278
Boothbay Fund Management
New York
$646K +$646K +4,123 New
SP
279
Symmetry Partners
Connecticut
$644K +$119K +762 +23%
SG Americas Securities
280
SG Americas Securities
New York
$642K +$313K +1,996 +95%
II
281
IFM Investors
Australia
$624K +$52.2K +333 +9%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$623K -$58.4M -372,879 -99%
TAM
283
Tiverton Asset Management
Delaware
$618K +$618K +3,945 New
GAM
284
Gotham Asset Management
New York
$602K +$602K +3,840 New
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$596K +$27.6K +177 +5%
IWS
286
Insight Wealth Strategies
California
$584K -$13.3K -85 -2%
OI
287
Oakbrook Investments
Illinois
$556K +$278K +1,775 +100%
SI
288
Stephens Inc
Arkansas
$555K +$45.9K +293 +9%
MOS
289
MGO One Seven
Ohio
$553K +$236K +1,509 +75%
Nisa Investment Advisors
290
Nisa Investment Advisors
Missouri
$548K – – –
TC
291
TownSquare Capital
Utah
$541K +$120K +765 +28%
Mackenzie Financial
292
Mackenzie Financial
Ontario, Canada
$536K +$75.7K +483 +16%
TRCT
293
Tower Research Capital (TRC)
New York
$514K +$514K +3,281 New
VIA
294
Vident Investment Advisory
Georgia
$506K +$76.7K +489 +18%
ACM
295
AlphaStar Capital Management
North Carolina
$498K +$69.6K +444 +16%
FNBOO
296
First National Bank of Omaha
Nebraska
$477K +$90.4K +577 +23%
B
297
Barings
North Carolina
$470K – – –
FNBOH
298
First National Bank of Hutchinson
Kansas
$453K -$7.87K -50 -2%
MYIA
299
Mount Yale Investment Advisors
Colorado
$450K – – –
MML Investors Services
300
MML Investors Services
Massachusetts
$449K -$30.2K -193 -6%
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