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Burlington
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Overview Fund Activity

422 hedge funds and large institutions have $10.7B invested in Burlington in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 158 reducing their positions, and 66 closing their positions.

Holders
422
Holders Change
-14
Holders Change %
-3.21%
% of All Funds
6.66%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
55
Increased
145
Reduced
158
Closed
66
Calls
$230M
Puts
$298M
Net Calls
-$68.2M
Net Calls Change
-$51.7M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.04B
2
Holocene Advisors
2
Holocene Advisors
New York
$78.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$325M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$159M
5
WHCM
5
Wolf Hill Capital Management
Connecticut
$74.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$702M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$393M
3
SAM
3
Scopus Asset Management
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$213M
5
Parnassus Investments
5
Parnassus Investments
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
351
Steward Partners Investment Advisory
New York
$36K 229 – –
HFS
352
Hantz Financial Services
Michigan
$33K 211 – –
DGAM
353
Desjardins Global Asset Management
Quebec, Canada
$32.9K 209 +36 +21%
CWP
354
Concord Wealth Partners
Virginia
$30.8K 196 – –
N
355
Natixis
France
$27.1K 172 +172 New
RBC
356
Roble Belko & Company
Pennsylvania
$23K 143 – –
PFP
357
Pinnacle Financial Partners
Tennessee
$22.8K 145 – –
SWM
358
Spire Wealth Management
Virginia
$21.2K 135 – –
SIC
359
Salem Investment Counselors
North Carolina
$19.2K 122 – –
GBT
360
Grove Bank & Trust
Florida
$17.3K 110 – –
CAS
361
Coppell Advisory Solutions
Texas
$16.6K 108 +108 New
QC
362
Quent Capital
New York
$16.5K 105 – –
RTC
363
Riverview Trust Company
Washington
$16.2K 103 – –
LS
364
Livforsakringsbolaget Skandia
Sweden
$15.7K 100 – –
AF
365
Allworth Financial
California
$15.1K 96 -11 -10%
WT
366
Washington Trust
Rhode Island
$14.2K 90 – –
GRP
367
Global Retirement Partners
California
$14K 89 +3 +3%
LC
368
Lindbrook Capital
California
$14K 89 +5 +6%
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
$14K 92 +88 +2,200%
LF
370
Lee Financial
Texas
$12.9K 82 – –
FRA
371
Front Row Advisors
California
$12K 76 -2 -3%
VAG
372
VisionPoint Advisory Group
Texas
$10.2K 65 +65 New
CB
373
CNB Bank
Pennsylvania
$10.1K 64 – –
DI
374
Disciplined Investments
Oklahoma
$8.66K 55 – –
C
375
Covestor
United Kingdom
$8K 48 – –
13 14
15
16 17