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Burlington
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Overview Fund Activity

410 hedge funds and large institutions have $8.86B invested in Burlington in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 158 increasing their positions, 140 reducing their positions, and 60 closing their positions.

Holders
410
Holders Change
-12
Holders Change %
-2.84%
% of All Funds
6.54%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
50
Increased
158
Reduced
140
Closed
60
Calls
$332M
Puts
$448M
Net Calls
-$116M
Net Calls Change
-$47.8M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$189M
2
Holocene Advisors
2
Holocene Advisors
New York
$207M
3
Ameriprise
3
Ameriprise
Minnesota
$173M
4
Capital International Investors
4
Capital International Investors
California
$975M
5
SC
5
Samlyn Capital
New York
$81.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$209M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
BlackRock
3
BlackRock
New York
$459M
4
SCM
4
Steadfast Capital Management
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37M
Name Market Value Shares Shares
Change 		Shares
Change %
CSPIA
376
Cary Street Partners Investment Advisory
Virginia
$5.14K 38 – –
SCA
377
Stonebridge Capital Advisors
Minnesota
$4.6K 34 – –
PTC
378
Private Trust Company
Ohio
$4.06K 30 – –
SFG
379
Steward Financial Group
Texas
$4K 31 +31 New
SSB
380
Sandy Spring Bank
Maryland
$3.79K 28 – –
FWM
381
Focused Wealth Management
New York
$3.38K 25 – –
WTC
382
WhitTier Trust Company
Nevada
$3.38K 25 -1 -4%
CA
383
Centerpoint Advisors
Massachusetts
$3K 22 – –
ST
384
Smithfield Trust
Pennsylvania
$3K 20 – –
IA
385
IFP Advisors
Florida
$2.98K 22 -20 -48%
LFG
386
Larson Financial Group
Missouri
$2.98K 22 – –
GFPC
387
Global Financial Private Client
Florida
$2.91K 22 – –
EARNEST Partners
388
EARNEST Partners
Georgia
$2.84K 21 – –
PFBT
389
Parkside Financial Bank & Trust
Missouri
$2.71K 20 +1 +5%
BCMLT
390
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.68K 17 – –
CAL
391
Capital Advisors Ltd
Ohio
$2K 14 -17 -55%
NS
392
NBC Securities
Alabama
$2K 20 +20 New
Fuller & Thaler Asset Management
393
Fuller & Thaler Asset Management
California
$1.76K 13 – –
PWA
394
Provenance Wealth Advisors
Florida
$1.62K 12 +12 New
BIA
395
Bell Investment Advisors
California
$1.49K 11 – –
MIA
396
Milestone Investment Advisors
Wisconsin
$1.49K 11 +11 New
BWM
397
Baystate Wealth Management
Massachusetts
$1.35K 10 – –
JWA
398
JFS Wealth Advisors
Pennsylvania
$1.22K 9 -3 -25%
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$1.22K 9 -1 -10%
FFA
400
Farther Finance Advisors
California
$1.22K 9 +8 +800%
14 15
16
17 18