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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 %
WIM
376
WealthPlan Investment Management
Nebraska
$7.87K 50 +50 New
NCM
377
Northwest Capital Management
Oregon
$7.87K 50 +50 New
NA
378
NewEdge Advisors
Louisiana
$7.24K 46 -38 -45%
IA
379
IFP Advisors
Florida
$6.61K 42 +20 +91%
WBC
380
West Branch Capital
Massachusetts
$6.14K 39 – –
CSPIA
381
Cary Street Partners Investment Advisory
Virginia
$5.98K 38 – –
HNB
382
Huntington National Bank
Ohio
$5.67K 36 +5 +16%
SCA
383
Stonebridge Capital Advisors
Minnesota
$5.35K 34 -31 -48%
GGHC
384
Gilder Gagnon Howe & Co
New York
$5.35K 34 +34 New
CT
385
Cambridge Trust
Massachusetts
$5.04K 32 – –
CAL
386
Capital Advisors Ltd
Ohio
$5K 31 – –
PTC
387
Private Trust Company
Ohio
$4.72K 30 – –
SSB
388
Sandy Spring Bank
Maryland
$4.41K 28 – –
WTC
389
WhitTier Trust Company
Nevada
$4.09K 26 -204 -89%
FWM
390
Focused Wealth Management
New York
$3.94K 25 – –
GFPC
391
Global Financial Private Client
Florida
$3.5K 22 – –
LFG
392
Larson Financial Group
Missouri
$3.46K 22 – –
AIM
393
Anchor Investment Management
South Carolina
$3.46K 22 – –
EARNEST Partners
394
EARNEST Partners
Georgia
$3.31K 21 – –
ST
395
Smithfield Trust
Pennsylvania
$3K 20 – –
CA
396
Centerpoint Advisors
Massachusetts
$3K 22 – –
PFBT
397
Parkside Financial Bank & Trust
Missouri
$2.99K 19 +5 +36%
BCMLT
398
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.68K 17 – –
Fuller & Thaler Asset Management
399
Fuller & Thaler Asset Management
California
$2.05K 13 – –
JWA
400
JFS Wealth Advisors
Pennsylvania
$1.89K 12 -4 -25%
14 15
16
17 18