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Burlington
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Overview Fund Activity

444 hedge funds and large institutions have $18.7B invested in Burlington in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 136 increasing their positions, 167 reducing their positions, and 50 closing their positions.

Holders
444
Holders Change
+26
Holders Change %
+6.22%
% of All Funds
7.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
79
Increased
136
Reduced
167
Closed
50
Calls
$114M
Puts
$153M
Net Calls
-$39.2M
Net Calls Change
-$24.8M

Top Buyers

1
CTA
1
Carillon Tower Advisers
Florida
$118M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.68B
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$200M
4
JCM
4
Junto Capital Management
New York
$75.5M
5
DCP
5
Durable Capital Partners
Maryland
$167M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$483M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$288M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$29.3M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$545M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$64.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
401
Focused Wealth Management
New York
$7K – – –
AWG
402
Altus Wealth Group
Colorado
$7K +$7K +26 New
SBL
403
Sargent Bickham Lagudis
Colorado
$7K +$7K +27 New
CA
404
Centerpoint Advisors
Massachusetts
$6K – – –
CTC
405
Central Trust Company
Missouri
$6K – – –
EFSCE
406
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$818 +3 +16%
AA
407
Ancora Advisors
Ohio
$6K +$6K +23 New
SIAG
408
Safeguard Investment Advisory Group
California
$6K +$6K +26 New
GFPC
409
Global Financial Private Client
Florida
$5.75K – – –
HWM
410
HighMark Wealth Management
Minnesota
$5K -$1.32K -5 -21%
AssetMark Inc
411
AssetMark Inc
California
$5K -$714 -3 -13%
EARNEST Partners
412
EARNEST Partners
Georgia
$5K – – –
ST
413
Smithfield Trust
Pennsylvania
$5K – – –
KFI
414
Key Financial Inc
Pennsylvania
$5K +$5K +21 New
FCH
415
Freestone Capital Holdings
Washington
$4.71K – – –
VCM
416
Versant Capital Management
Arizona
$4K – – –
PMFA
417
Plante Moran Financial Advisors
Michigan
$4K – – –
SFP
418
Sterling Financial Planning
New Jersey
$4K +$4K +14 New
Jones Financial Companies
419
Jones Financial Companies
Missouri
$4K +$4K +14 New
DWM
420
Defined Wealth Management
Oregon
$4K +$4K +16 New
JCM
421
Jacobi Capital Management
Pennsylvania
$3K – – –
PWMG
422
Prestige Wealth Management Group
New Jersey
$3K +$231 +1 +8%
TAIM
423
TD Ameritrade Investment Management
Nebraska
$3K +$500 +2 +20%
VCG
424
Vantage Consulting Group
Virginia
$3K +$3K +10 New
RPWA
425
Regent Peak Wealth Advisors
Georgia
$3K +$3K +11 New
15 16
17
18 19