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Burlington
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Overview Fund Activity

467 hedge funds and large institutions have $15.5B invested in Burlington in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 179 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
6.77%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
60
Increased
179
Reduced
164
Closed
44
Calls
$537M
Puts
$307M
Net Calls
+$230M
Net Calls Change
+$304M

Top Buyers

1
Holocene Advisors
1
Holocene Advisors
New York
$208M
2
Citadel Advisors
2
Citadel Advisors
Florida
$271M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$115M
4
Coatue Management
4
Coatue Management
New York
$187M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$71.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$615M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$935M
3
Ameriprise
3
Ameriprise
Minnesota
$151M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.1M
5
Jane Street
5
Jane Street
New York
$7.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
376
Rakuten Investment Management
Japan
$130K +$119K +511 +1,087%
HA
377
Homestead Advisers
Virginia
$128K – – –
FHA
378
First Horizon Advisors
Tennessee
$118K – – –
AIC
379
Archer Investment Corporation
Indiana
$97.5K +$97.5K +420 New
LWCFA
380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88.8K – – –
EC
381
EntryPoint Capital
New York
$73.4K +$31.3K +135 +75%
Fifth Third Bancorp
382
Fifth Third Bancorp
Ohio
$70.8K +$11.4K +49 +19%
HFM
383
Harvest Fund Management
China
$70K +$70K +302 New
AF
384
Allworth Financial
California
$63.2K +$45.5K +196 +258%
GI
385
GAMMA Investing
California
$60.4K +$11.1K +48 +23%
PA
386
Parallel Advisors
California
$56.9K +$4.64K +20 +9%
SPIA
387
Steward Partners Investment Advisory
New York
$53.2K – – –
HFS
388
Hantz Financial Services
Michigan
$47K – – –
National Bank of Canada
389
National Bank of Canada
Quebec, Canada
$45.7K +$762 +4 +2%
HNB
390
Huntington National Bank
Ohio
$45K +$6.5K +28 +17%
CWP
391
Concord Wealth Partners
Virginia
$43.7K – – –
LC
392
Lindbrook Capital
California
$42.3K +$1.39K +6 +3%
MG
393
Mather Group
Illinois
$40.5K +$40.5K +208 New
RA
394
Rise Advisors
New York
$39.9K +$39.9K +172 New
PS
395
Principal Securities
Iowa
$38.5K +$10.2K +44 +36%
PFP
396
Pinnacle Financial Partners
Tennessee
$33.7K – – –
RBC
397
Roble Belko & Company
Pennsylvania
$33K – – –
SWM
398
Spire Wealth Management
Virginia
$31.6K – – –
CI Investments Inc
399
CI Investments Inc
Ontario, Canada
$30K +$6.56K +28 +28%
NA
400
NewEdge Advisors
Louisiana
$26.7K -$3.25K -14 -11%
14 15
16
17 18