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Burlington
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Overview Fund Activity

444 hedge funds and large institutions have $18.7B invested in Burlington in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 136 increasing their positions, 167 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+26
Holders Change %
+6.22%
% of All Funds
7.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
79
Increased
136
Reduced
167
Closed
50
Calls
$114M
Puts
$153M
Net Calls
-$39.2M
Net Calls Change
-$24.8M

Top Buyers

1
CTA
Carillon Tower Advisers
Florida
$118M
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.68B
3
Aberdeen Group
Aberdeen Group
United Kingdom
$200M
4
JCM
Junto Capital Management
New York
$75.5M
5
DCP
Durable Capital Partners
Maryland
$167M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$483M
2
AllianceBernstein
AllianceBernstein
Tennessee
$288M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$29.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$545M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
326
Maryland State Retirement & Pension System
Maryland
$257K +$257K +1,048 New
VAS
327
Vestmark Advisory Solutions
Massachusetts
$248K -$70K -268 -22%
GT
328
Greenleaf Trust
Michigan
$245K +$245K +935 New
VLC
329
Van Leeuwen & Company
New Jersey
$241K +$241K +920 New
Creative Planning
330
Creative Planning
Kansas
$239K +$239K +913 New
SG Americas Securities
331
SG Americas Securities
New York
$231K -$791K -3,021 -77%
NFG
332
Next Financial Group
Texas
$231K -$4.45K -17 -2%
YIA
333
YHB Investment Advisors
Connecticut
$229K +$229K +876 New
BFM
334
Boothbay Fund Management
New York
$227K -$190K -725 -46%
Vontobel Holding
335
Vontobel Holding
Switzerland
$227K +$227K +859 New
QCM
336
Quest Capital Management
Texas
$218K +$218K +833 New
BTWM
337
Baker Tilly Wealth Management
Wisconsin
$217K +$217K +831 New
FT
338
Fiduciary Trust
Massachusetts
$211K +$211K +805 New
WHG
339
Westwood Holdings Group
Texas
$205K +$205K +781 New
CCA
340
Cadent Capital Advisors
Oklahoma
$202K +$202K +773 New
WA
341
Wealth Alliance
New York
$202K +$202K +774 New
FF
342
FourThought Financial
Florida
$201K +$201K +772 New
SI
343
Stephens Inc
Arkansas
$196K +$11.3K +43 +6%
LS
344
Livforsakringsbolaget Skandia
Sweden
$183K – – –
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$181K – – –
FHA
346
First Horizon Advisors
Tennessee
$151K -$4.15K -16 -3%
SFS
347
Sowell Financial Services
Arkansas
$143K -$64.3K -246 -31%
PCG
348
Private Capital Group
Connecticut
$132K -$9.93K -38 -7%
LWCFA
349
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131K – – –
Loomis, Sayles & Company
350
Loomis, Sayles & Company
Massachusetts
$128K – – –
12 13
14
15 16