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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
+$248M
2
BlackRock
BlackRock
New York
+$118M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$113M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$109M
5
SCM
Steadfast Capital Management
New York
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$141M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$85.1M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$58.4M
4
EAM
Eagle Asset Management
Florida
-$54.7M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$50.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
351
Wealthspire Advisors (Maryland)
Maryland
$87K -$9.72K -62 -10%
MCM
352
Manchester Capital Management
Vermont
$83K +$83K +532 New
SF
353
Synovus Financial
Georgia
$81K -$4.97K -32 -6%
QCG
354
Quadrant Capital Group
Ohio
$77K +$49.2K +316 +177%
HCM
355
Hilton Capital Management
New York
$68K +$68K +432 New
FWM
356
Focused Wealth Management
New York
$67K -$63.1K -400 -48%
RCAG
357
Rehmann Capital Advisory Group
Michigan
$63.8K -$19.4K -124 -23%
CTC
358
Central Trust Company
Missouri
$56K -$763K -4,863 -93%
OIA
359
Optimum Investment Advisors
Illinois
$55K – – –
EWM
360
Executive Wealth Management
Michigan
$51K -$312 -2 -0.6%
FHA
361
First Horizon Advisors
Tennessee
$49K +$2.33K +15 +5%
MOACM
362
Mutual of America Capital Management
New York
$47K – – –
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$47K +$16.9K +52 +56%
PCG
364
Private Capital Group
Connecticut
$45K – – –
Parallax Volatility Advisers
365
Parallax Volatility Advisers
California
$43K -$131K -835 -75%
BBNA
366
Bremer Bank National Association
Minnesota
$41K +$41K +244 New
TAIM
367
TD Ameritrade Investment Management
Nebraska
$40K +$40K +253 New
HNB
368
Huntington National Bank
Ohio
$34K +$20.2K +131 +147%
MA
369
MUFG Americas
New York
$34K +$34K +216 New
PA
370
Parallel Advisors
California
$33K +$6.1K +39 +23%
TCM
371
Tradewinds Capital Management
Washington
$31K – – –
SIAS
372
Shine Investment Advisory Services
Colorado
$28K +$14.1K +91 +101%
RBC
373
Roble Belko & Company
Pennsylvania
$22K – – –
ASN
374
Advisory Services Network
Georgia
$20K +$3.68K +23 +23%
VFA
375
Valeo Financial Advisors
Indiana
$19K +$3.33K +21 +21%
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15
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