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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 %
DCM
326
Driehaus Capital Management
Illinois
$397K +$397K +1,711 New
RJT
327
Raymond James Trust
Florida
$392K -$4.41K -19 -1%
RFC
328
Regions Financial Corp
Alabama
$389K -$15.8K -68 -4%
PAS
329
Park Avenue Securities
New York
$386K +$12.5K +54 +3%
AA
330
ALPS Advisors
Colorado
$376K +$376K +1,620 New
MGP
331
Metis Global Partners
California
$362K -$2.09K -9 -0.6%
SOW
332
State of Wyoming
Wyoming
$346K -$189K -815 -35%
NAS
333
Nicolet Advisory Services
Wisconsin
$346K +$346K +1,733 New
VAS
334
Vestmark Advisory Solutions
Massachusetts
$343K -$14.9K -64 -4%
CG
335
Cynosure Group
Utah
$335K +$335K +1,443 New
PIM
336
Plato Investment Management
Australia
$334K +$302K +1,300 +929%
Osaic Holdings
337
Osaic Holdings
Arizona
$330K -$955K -4,115 -74%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$329K +$16.9K +73 +5%
BMSSC
339
B. Metzler seel. Sohn & Co
Germany
$326K – – –
JF
340
Jump Financial
Illinois
$323K +$323K +1,389 New
DTL
341
Dynamic Technology Lab
Singapore
$320K -$303K -1,308 -49%
OR
342
Olympiad Research
Connecticut
$314K -$121K -523 -28%
Axa
343
Axa
France
$311K +$232 +1 +0.1%
IC
344
IEQ Capital
California
$306K +$8.36K +36 +3%
TC
345
TownSquare Capital
Utah
$298K +$48.3K +208 +19%
RI
346
Redwood Investments
Massachusetts
$295K -$1.39K -6 -0.5%
CCA
347
Cadent Capital Advisors
Oklahoma
$294K – – –
SI
348
Stephens Inc
Arkansas
$291K +$3.02K +13 +1%
SAM
349
Shell Asset Management
Netherlands
$290K -$268K -1,117 -48%
WI
350
Wahed Invest
New York
$289K +$33.4K +144 +13%
12 13
14
15 16