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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
$1.59B
2
BlackRock
BlackRock
New York
$730M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$159M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$319M
5
SCM
Steadfast Capital Management
New York
$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$605M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$363K
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$623K
4
EAM
Eagle Asset Management
Florida
$111M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
376
Lee Financial
Texas
$16K – – –
FRA
377
Front Row Advisors
California
$16K +$1.57K +10 +11%
CFGS
378
Concourse Financial Group Securities
Alabama
$15K +$464 +3 +3%
MIM
379
MetLife Investment Management
New Jersey
$14.4K +$157 +1 +1%
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$13.6K +$11.8K +75 +625%
CCA
381
Catalyst Capital Advisors
New York
$13K -$940 -6 -7%
ST
382
Smithfield Trust
Pennsylvania
$13K – – –
GRP
383
Global Retirement Partners
California
$13K +$3.21K +20 +33%
BFEC
384
Benjamin F. Edwards & Company
Missouri
$12K +$12K +75 New
SMFS
385
Squar Milner Financial Services
California
$11K – – –
FDCDDQ
386
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K – – –
WAP
387
Wealthcare Advisory Partners
Pennsylvania
$10K – – –
RFA
388
Reilly Financial Advisors
California
$10K – – –
PCP
389
Proficio Capital Partners
Massachusetts
$10K +$2.9K +18 +41%
CB
390
CNB Bank
Pennsylvania
$10K +$10K +64 New
BCI
391
Brinker Capital Investments
Pennsylvania
$10K +$10K +67 New
S
392
SignatureFD
Georgia
$9K -$6K -38 -40%
IWP
393
Icon Wealth Partners
Texas
$9K +$9K +55 New
OIA
394
OneDigital Investment Advisors
Kansas
$8K – – –
FMII
395
Farmers & Merchants Investments Inc
Nebraska
$8K +$8K +50 New
GWM
396
Geneos Wealth Management
Colorado
$7K – – –
FNC
397
First National Corp
Massachusetts
$7K – – –
BCA
398
Berman Capital Advisors
Georgia
$7K +$7K +45 New
HGWM
399
Harvest Group Wealth Management
Massachusetts
$7K +$7K +46 New
MSA
400
Marino Stram & Associates
Massachusetts
$6K +$333 +2 +6%
14 15
16
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