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Burlington
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Overview Fund Activity

469 hedge funds and large institutions have $20.5B invested in Burlington in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 134 increasing their positions, 198 reducing their positions, and 42 closing their positions.

Holders
469
Holders Change
+25
Holders Change %
+5.63%
% of All Funds
8.26%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
73
Increased
134
Reduced
198
Closed
42
Calls
$83.6M
Puts
$121M
Net Calls
-$37M
Net Calls Change
+$2.13M

Top Buyers

1
Alkeon Capital Management
1
Alkeon Capital Management
New York
$255M
2
SAM
2
Scopus Asset Management
New York
$127M
3
Invesco
3
Invesco
Georgia
$141M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$2B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$879M

Top Sellers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$356M
2
Wells Fargo
2
Wells Fargo
California
$114M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.43B
4
Capital World Investors
4
Capital World Investors
California
$422M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$222M
Name Market Value Shares Shares
Change 		Shares
Change %
VI
401
Vestcor Inc
New Brunswick, Canada
$39K 131 – –
SFS
402
Sowell Financial Services
Arkansas
$38K 116 -431 -79%
TFM
403
TFC Financial Management
Massachusetts
$38K 127 – –
SIC
404
Salem Investment Counselors
North Carolina
$36K 122 – –
FHC
405
First Horizon Corporation
Tennessee
$35K 120 -5 -4%
HI
406
Harbour Investments
Wisconsin
$30K 100 +100 New
BCA
407
Berman Capital Advisors
Georgia
$29K 100 +4 +4%
BFEC
408
Benjamin F. Edwards & Company
Missouri
$22K 75 – –
GRP
409
Global Retirement Partners
California
$21K 71 +8 +13%
RFA
410
Reilly Financial Advisors
California
$20K 67 – –
FRA
411
Front Row Advisors
California
$19K 63 -8 -11%
CB
412
CNB Bank
Pennsylvania
$19K 64 – –
WTC
413
WhitTier Trust Company
Nevada
$19K 65 – –
LC
414
Lindbrook Capital
California
$19K 63 +24 +62%
TPCW
415
TD Private Client Wealth
New York
$16.4K 55 – –
OSAM
416
O'Shaughnessy Asset Management
Connecticut
$16K 52 +2 +4%
DI
417
Disciplined Investments
Oklahoma
$15K 50 – –
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$15K 50 – –
LF
419
Lee Financial
Texas
$14K 48 -15 -24%
BWM
420
BerganKDV Wealth Management
Minnesota
$11K 38 – –
IA
421
IFP Advisors
Florida
$10K 31 -6 -16%
SCA
422
Stonebridge Capital Advisors
Minnesota
$10K 34 +34 New
CI
423
CX Institutional
Indiana
$9K 29 -6 -17%
CWA
424
Clearview Wealth Advisors
Oregon
$9K 30 – –
EFSCE
425
Enterprise Financial Services Corp (EFSC)
Missouri
$9K 28 +6 +27%
15 16
17
18 19