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Burlington
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Overview Fund Activity

430 hedge funds and large institutions have $11.5B invested in Burlington in 2019 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 155 increasing their positions, 165 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+3
Holders Change %
+0.7%
% of All Funds
9.32%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.13%
New
69
Increased
155
Reduced
165
Closed
63
Calls
$112M
Puts
$133M
Net Calls
-$21.5M
Net Calls Change
-$37.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.59B
2
BlackRock
BlackRock
New York
$730M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$159M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$319M
5
SCM
Steadfast Capital Management
New York
$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$605M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$363K
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$623K
4
EAM
Eagle Asset Management
Florida
$111M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
401
Lenox Wealth Advisors
New York
$6K +$6K +37 New
SSB
402
Sandy Spring Bank
Maryland
$6K +$6K +41 New
EFSCE
403
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
FHA
404
Flagship Harbor Advisors
Massachusetts
$5K – – –
BGIM
405
Brandywine Global Investment Management
Pennsylvania
$5K +$5K +30 New
VCM
406
Versant Capital Management
Arizona
$5K +$5K +35 New
TL
407
TrueWealth LLC
Georgia
$4K – – –
PFO
408
Pathstone Family Office
New Jersey
$4K +$4K +23 New
JCM
409
Julex Capital Management
Massachusetts
$3.92K +$3.92K +25 New
MUAMU
410
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.6K – – –
IA
411
IFP Advisors
Florida
$3K -$21.7K -130 -88%
CHP
412
Cable Hill Partners
Oregon
$3K -$1.29K -9 -30%
EARNEST Partners
413
EARNEST Partners
Georgia
$3K – – –
CA
414
Centerpoint Advisors
Massachusetts
$3K – – –
LPWM
415
Lake Point Wealth Management
Texas
$3K – – –
RIM
416
Ranger Investment Management
Texas
$3K +$353 +2 +13%
AIA
417
Alera Investment Advisors
Illinois
$3K +$1.29K +9 +75%
AIC
418
Ameritas Investment Company
Nebraska
$3K +$3K +16 New
MIM
419
Macroview Investment Management
Maryland
$3K +$3K +18 New
CBOA
420
Commonwealth Bank of Australia
Australia
$3K +$3K +20 New
First Manhattan
421
First Manhattan
New York
$3K +$3K +23 New
WEC
422
Winslow Evans & Crocker
Massachusetts
$2K +$2K +8 New
SFSIG
423
San Francisco Sentry Investment Group
California
$1K – – –
LC
424
Lindbrook Capital
California
$1K – – –
ZB
425
Zions Bancorporation
Utah
$1K +$1K +5 New
15 16
17
18 19