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Burlington
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Overview Fund Activity

444 hedge funds and large institutions have $18.7B invested in Burlington in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 136 increasing their positions, 167 reducing their positions, and 50 closing their positions.

Holders
444
Holders Change
+26
Holders Change %
+6.22%
% of All Funds
7.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
79
Increased
136
Reduced
167
Closed
50
Calls
$114M
Puts
$153M
Net Calls
-$39.2M
Net Calls Change
-$24.8M

Top Buyers

1
CTA
1
Carillon Tower Advisers
Florida
$118M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.68B
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$200M
4
JCM
4
Junto Capital Management
New York
$75.5M
5
DCP
5
Durable Capital Partners
Maryland
$167M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$483M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$288M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$29.3M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$545M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
376
Caption Management
Oklahoma
$26K +$26K +100 New
BCA
377
Berman Capital Advisors
Georgia
$25K – – –
Rockefeller Capital Management
378
Rockefeller Capital Management
New York
$25K +$5.41K +21 +28%
PWM
379
Perigon Wealth Management
California
$25K +$25K +95 New
BFEC
380
Benjamin F. Edwards & Company
Missouri
$20K – – –
FRA
381
Front Row Advisors
California
$19K – – –
RFA
382
Reilly Financial Advisors
California
$18K – – –
CB
383
CNB Bank
Pennsylvania
$17K – – –
WTC
384
WhitTier Trust Company
Nevada
$17K +$17K +65 New
LF
385
Lee Financial
Texas
$16K – – –
GRP
386
Global Retirement Partners
California
$16K – – –
CAAS
387
Capital Asset Advisory Services
Michigan
$16K +$16K +61 New
CCA
388
Childress Capital Advisors
Texas
$15K +$15K +57 New
TPCW
389
TD Private Client Wealth
New York
$14.4K – – –
FPS
390
Fieldpoint Private Securities
Connecticut
$14K +$14K +53 New
OSAM
391
O'Shaughnessy Asset Management
Connecticut
$13K – – –
DI
392
Disciplined Investments
Oklahoma
$13K – – –
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
IA
394
IFP Advisors
Florida
$11K -$2.38K -8 -18%
LC
395
Lindbrook Capital
California
$10K +$769 +3 +8%
BWM
396
BerganKDV Wealth Management
Minnesota
$10K +$3.42K +13 +52%
CI
397
CX Institutional
Indiana
$9K +$1.54K +6 +21%
PWPS
398
Pinnacle Wealth Planning Services
Ohio
$9K +$9K +34 New
CWA
399
Clearview Wealth Advisors
Oregon
$8K +$8K +30 New
ASN
400
Advisory Services Network
Georgia
$7K -$29.6K -114 -81%
14 15
16
17 18