BURL icon

Burlington
BURL

Overview Fund Activity

510 hedge funds and large institutions have $15.6B invested in Burlington in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 206 increasing their positions, 170 reducing their positions, and 40 closing their positions.

Holders
510
Holders Change
+43
Holders Change %
+9.21%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
89
Increased
206
Reduced
170
Closed
40
Calls
$665M
Puts
$397M
Net Calls
+$268M
Net Calls Change
+$38.6M

Top Buyers

1
SIM
1
SRS Investment Management
New York
$241M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$906M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$65M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$59.1M
5
Squarepoint
5
Squarepoint
New York
$59.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$617M
2
Capital International Investors
2
Capital International Investors
California
$1.46B
3
Coatue Management
3
Coatue Management
New York
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$85.4M
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$30.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
301
Avantax Advisory Services
Texas
$649K 2,702 +2,702 New
LTAS
302
Linden Thomas Advisory Services
North Carolina
$648K 2,700 -848 -24%
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$648K 2,700 +1,281 +90%
SAM
304
Silvercrest Asset Management
New York
$645K 2,687 +524 +24%
SFA
305
Sequoia Financial Advisors
Ohio
$630K 2,623 +71 +3%
ACA
306
Affinity Capital Advisors
California
$629K 2,620 – –
SCM
307
Shelton Capital Management
Colorado
$615K 2,562 -234 -8%
PL
308
Perpetual Ltd
Australia
$609K 2,539 +2,539 New
CIS
309
Custom Index Systems
New York
$596K 2,483 +731 +42%
MYAM
310
Meiji Yasuda Asset Management
Japan
$588K 2,449 -29 -1%
IA
311
Inspire Advisors
Idaho
$581K 2,422 -260 -10%
PCM
312
Prelude Capital Management
New York
$581K 2,420 -26,530 -92%
MML Investors Services
313
MML Investors Services
Massachusetts
$568K 2,367 +302 +15%
Janney Montgomery Scott
314
Janney Montgomery Scott
Pennsylvania
$566K 2,359 +2,359 New
NAS
315
Nicolet Advisory Services
Wisconsin
$563K 2,322 +589 +34%
LJAC
316
L.J. Altfest & Co
New York
$554K 2,309 +194 +9%
Mercer Global Advisors
317
Mercer Global Advisors
Colorado
$552K 2,301 +535 +30%
P
318
&Partners
Tennessee
$542K 2,258 +2,258 New
TMAM
319
Tokio Marine Asset Management
Japan
$536K 2,235 +131 +6%
MLM
320
Mount Lucas Management
Pennsylvania
$531K 2,212 +2,212 New
HighTower Advisors
321
HighTower Advisors
Illinois
$530K 2,212 -1,183 -35%
PA
322
Procyon Advisors
Connecticut
$524K 2,183 +454 +26%
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$520K 2,167 +79 +4%
BAMF
324
BI Asset Management Fondsmaeglerselskab
Denmark
$488K 2,033 -153 -7%
FTWA
325
Fifth Third Wealth Advisors
Ohio
$486K 2,025 +2,025 New
11 12
13
14 15