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Burlington
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Overview Fund Activity

566 hedge funds and large institutions have $19.1B invested in Burlington in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 202 increasing their positions, 214 reducing their positions, and 77 closing their positions.

Holders
566
Holders Change
–
Holders Change %
0%
% of All Funds
7.54%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
85
Increased
202
Reduced
214
Closed
77
Calls
$283M
Puts
$549M
Net Calls
-$266M
Net Calls Change
-$344M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.26B
2
Norges Bank
2
Norges Bank
Norway
$227M
3
Capital International Investors
3
Capital International Investors
California
$1.47B
4
Invesco
4
Invesco
Georgia
$185M
5
Millennium Management
5
Millennium Management
New York
$190M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$197M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$72.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$12.6M
5
Select Equity Group
5
Select Equity Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BEI
376
Benjamin Edwards Inc
Missouri
$438K 1,538 +111 +8%
MME
377
Meag Munich Ergo
Germany
$430K 1,510 -3,811 -72%
BMSSC
378
B. Metzler seel. Sohn & Co
Germany
$417K 1,464 -790 -35%
PWS
379
Precision Wealth Strategies
Missouri
$409K 1,435 -432 -23%
Osaic Holdings
380
Osaic Holdings
Arizona
$401K 1,693 -69 -4%
CIC
381
Chase Investment Counsel
Virginia
$390K 1,369 +58 +4%
ECM
382
Everence Capital Management
Indiana
$388K 1,360 +1,360 New
SSWM
383
Sheets Smith Wealth Management
North Carolina
$388K 1,361 +372 +38%
CL
384
Choreo LLC
Illinois
$383K 1,346 -201 -13%
AA
385
ALPS Advisors
Colorado
$369K 1,293 – –
ECM
386
Evergreen Capital Management
Washington
$368K 1,291 +134 +12%
AFG
387
Atomi Financial Group
New York
$363K 1,272 +141 +12%
QCG
388
Quadrant Capital Group
Ohio
$355K 1,246 -40 -3%
RI
389
Redwood Investments
Massachusetts
$345K 1,211 – –
SAM
390
Shell Asset Management
Netherlands
$345K 1,210 – –
UM
391
UniSuper Management
Australia
$342K 1,200 -587 -33%
MFG
392
Merit Financial Group
Georgia
$337K 1,182 +1,182 New
SI
393
Stephens Inc
Arkansas
$334K 1,172 +19 +2%
TFA
394
Toth Financial Advisory
Virginia
$322K 1,130 +1,130 New
SF
395
Summit Financial
New Jersey
$316K 1,110 +1,110 New
FDCDDQ
396
Federation des caisses Desjardins du Quebec
Quebec, Canada
$314K 1,104 -4,020 -78%
HW
397
Hancock Whitney
Mississippi
$310K 1,086 +1,086 New
CCM
398
Coldstream Capital Management
Washington
$307K 1,076 +169 +19%
PAM
399
Panagora Asset Management
Massachusetts
$302K 1,058 -3,440 -76%
HAG
400
HighPoint Advisor Group
Illinois
$301K 1,180 -68 -5%
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