BURL icon

Burlington
BURL

Overview Fund Activity

422 hedge funds and large institutions have $10.7B invested in Burlington in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 158 reducing their positions, and 66 closing their positions.

Holders
422
Holders Change
-14
Holders Change %
-3.21%
% of All Funds
6.66%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
55
Increased
145
Reduced
158
Closed
66
Calls
$230M
Puts
$298M
Net Calls
-$68.2M
Net Calls Change
-$51.7M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.04B
2
Holocene Advisors
2
Holocene Advisors
New York
$78.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$325M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$159M
5
WHCM
5
Wolf Hill Capital Management
Connecticut
$74.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$702M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$393M
3
SAM
3
Scopus Asset Management
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$213M
5
Parnassus Investments
5
Parnassus Investments
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BIA
401
Bell Investment Advisors
California
$1.73K 11 -5 -31%
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$1.57K 10 -188 -95%
AF
403
Advisornet Financial
Minnesota
$1.57K 10 -1 -9%
BWM
404
Baystate Wealth Management
Massachusetts
$1.57K 10 – –
GWS
405
Glassman Wealth Services
Virginia
$1.42K 9 – –
MCM
406
Manchester Capital Management
Vermont
$1.26K 8 +2 +33%
TAIM
407
TD Ameritrade Investment Management
Nebraska
$1K 8 -11 -58%
PVH
408
Psagot Value Holdings
Israel
$1K 6 +6 New
WP
409
WealthPLAN Partners
Nebraska
$944 6 – –
GWSG
410
GPS Wealth Strategies Group
Colorado
$944 6 – –
CPG
411
Cornerstone Planning Group
New Jersey
$944 6 +6 New
SIC
412
SJS Investment Consulting
Ohio
$473 3 -2 -40%
EWA
413
EverSource Wealth Advisors
Alabama
$472 3 +3 New
HCP
414
Hexagon Capital Partners
Arkansas
$315 2 -4 -67%
VCM
415
Versant Capital Management
Arizona
$315 2 – –
BAAM
416
Baker Avenue Asset Management
California
$315 2 – –
TWD
417
True Wealth Design
Ohio
$158 1 – –
CA
418
Crewe Advisors
Utah
$158 1 +1 New
FFA
419
Farther Finance Advisors
California
$157 1 -6 -86%
Kayne Anderson Rudnick Investment Management
420
Kayne Anderson Rudnick Investment Management
California
$157 1 – –
TAM
421
Tucker Asset Management
Colorado
$157 1 – –
Comerica Bank
422
Comerica Bank
Texas
$1 5 +5 New
SAM
423
Scopus Asset Management
New York
– – -537,500 Closed
Parnassus Investments
424
Parnassus Investments
California
– – -424,619 Closed
National Pension Service
425
National Pension Service
South Korea
– – -113,516 Closed
15 16
17
18 19