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Burlington
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Overview Fund Activity

441 hedge funds and large institutions have $13.9B invested in Burlington in 2019 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 137 increasing their positions, 162 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+39
Holders Change %
+9.7%
% of All Funds
9.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
83
Increased
137
Reduced
162
Closed
42
Calls
$104M
Puts
$204M
Net Calls
-$99.7M
Net Calls Change
-$95.1M

Top Buyers

1
TP
Third Point
New York
$300M
2
Artisan Partners
Artisan Partners
Wisconsin
$139M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$144M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$424M
5
Renaissance Technologies
Renaissance Technologies
New York
$94M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.85B
2
American Century Companies
American Century Companies
Missouri
$240M
3
SC
Samlyn Capital
New York
$3.84M
4
AllianceBernstein
AllianceBernstein
Tennessee
$430M
5
Citadel Advisors
Citadel Advisors
Florida
$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
376
Optimum Investment Advisors
Illinois
$70K – – –
FANJ
377
Financial Architects (New Jersey)
New Jersey
$70K – – –
PA
378
Parallel Advisors
California
$63K +$29.1K +146 +86%
MOACM
379
Mutual of America Capital Management
New York
$60K – – –
MAM
380
Meeder Asset Management
Ohio
$59K -$38.5K -194 -40%
SPIA
381
Steward Partners Investment Advisory
New York
$55K +$6.9K +35 +14%
Carson Wealth (CWM LLC)
382
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$43K -$7K -35 -14%
KWA
384
KCS Wealth Advisory
California
$40K +$40K +200 New
TCM
385
Tradewinds Capital Management
Washington
$39K – – –
SAM
386
Shamrock Asset Management
Texas
$38K +$38K +192 New
SIAS
387
Shine Investment Advisory Services
Colorado
$33K – – –
CIA
388
CSat Investment Advisory
Michigan
$31K +$5.23K +26 +20%
VFA
389
Valeo Financial Advisors
Indiana
$30K +$6K +30 +25%
RBC
390
Roble Belko & Company
Pennsylvania
$29K – – –
CCA
391
Catalyst Capital Advisors
New York
$29K +$6K +30 +26%
SFS
392
Sowell Financial Services
Arkansas
$24K +$24K +120 New
ASN
393
Advisory Services Network
Georgia
$21K – – –
ST
394
Smithfield Trust
Pennsylvania
$17K – – –
GRP
395
Global Retirement Partners
California
$17K +$3.13K +16 +23%
Canada Pension Plan Investment Board
396
Canada Pension Plan Investment Board
Ontario, Canada
$16K -$3.24M -16,400 -100%
BFEC
397
Benjamin F. Edwards & Company
Missouri
$15K – – –
BCA
398
Berman Capital Advisors
Georgia
$14K – – –
FDCDDQ
399
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14K +$999 +5 +8%
FRA
400
Front Row Advisors
California
$13K -$3.05K -15 -19%
14 15
16
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