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Burlington
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Overview Fund Activity

432 hedge funds and large institutions have $13.7B invested in Burlington in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 183 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+3
Holders Change %
+0.7%
% of All Funds
8.88%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
60
Increased
143
Reduced
183
Closed
54
Calls
$120M
Puts
$104M
Net Calls
+$16.3M
Net Calls Change
+$14.8M

Top Buyers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$462M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$184M
3
MCM
3
Melvin Capital Management
New York
$88.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$160M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$198M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$337M
2
Capital World Investors
2
Capital World Investors
California
$631M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$32.4M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$66.9M
5
WCM
5
Wedge Capital Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
326
Ifrah Financial Services
Arkansas
$250K -$10.6K -54 -4%
CNC
327
Canandaigua National Corp
New York
$245K +$245K +1,245 New
CS
328
Comerica Securities
Michigan
$239K -$17.1K -87 -7%
APA
329
American Portfolios Advisors
New York
$238K +$17.7K +90 +8%
Fuller & Thaler Asset Management
330
Fuller & Thaler Asset Management
California
$238K – – –
ER
331
Enlightenment Research
Florida
$236K +$236K +1,200 New
WA
332
Wealth Alliance
New York
$233K +$233K +1,181 New
CC
333
Chicago Capital
Illinois
$232K +$232K +1,177 New
SL
334
Stevard LLC
Illinois
$231K +$231K +1,174 New
YWP
335
YorkBridge Wealth Partners
New York
$229K +$229K +1,164 New
BUB
336
BBVA USA Bancshares
Texas
$224K +$224K +1,135 New
FCBT
337
First Citizens Bank & Trust
North Carolina
$222K +$222K +1,126 New
NIT
338
NumerixS Investment Technologies
British Columbia, Canada
$215K -$1.12M -5,712 -84%
CAN
339
Claraphi Advisory Network
United States
$209K +$14K +71 +7%
Schroder Investment Management Group
340
Schroder Investment Management Group
United Kingdom
$207K – – –
FMT
341
First Mercantile Trust
Tennessee
$204K -$437K -2,216 -68%
QCG
342
Quadrant Capital Group
Ohio
$153K +$30.1K +153 +24%
PA
343
Procyon Advisors
Connecticut
$148K -$30.8K -156 -17%
LS
344
Livforsakringsbolaget Skandia
Sweden
$138K – – –
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$133K -$6.31K -32 -5%
SI
346
Stephens Inc
Arkansas
$120K -$25.4K -129 -17%
FHA
347
First Horizon Advisors
Tennessee
$115K +$4.91K +25 +4%
LWCFA
348
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98K – – –
PA
349
Parallel Advisors
California
$97K -$5.68K -29 -6%
Loomis, Sayles & Company
350
Loomis, Sayles & Company
Massachusetts
$96K +$96K +489 New
12 13
14
15 16