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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 %
LCWP
401
Legacy Capital Wealth Partners
Arkansas
$300K 1,051 +42 +4%
OIA
402
OneDigital Investment Advisors
Kansas
$299K 1,049 +22 +2%
SCM
403
Sterling Capital Management
North Carolina
$292K 1,025 -131 -11%
FFM
404
Forum Financial Management
Illinois
$282K 991 +991 New
GT
405
Greenleaf Trust
Michigan
$282K 989 +34 +4%
NA
406
NewEdge Advisors
Louisiana
$270K 947 +83 +10%
CFO
407
Callan Family Office
Pennsylvania
$269K 945 +945 New
Cambridge Investment Research Advisors
408
Cambridge Investment Research Advisors
Iowa
$269K 944 -212 -18%
BAM
409
Belpointe Asset Management
Nevada
$267K 997 +997 New
VI
410
Versor Investments
New York
$267K 937 -3,863 -80%
HWM
411
HB Wealth Management
Georgia
$265K 928 +928 New
DWT
412
Dorsey & Whitney Trust
South Dakota
$263K 924 +1 +0.1%
GI
413
GAMMA Investing
California
$259K 907 +395 +77%
CWP
414
Capital Wealth Planning
Florida
$258K 905 -541 -37%
CWM
415
Challenger Wealth Management
California
$257K 900 +900 New
SIA
416
Schechter Investment Advisors
Michigan
$256K 898 +16 +2%
Robeco Institutional Asset Management
417
Robeco Institutional Asset Management
Netherlands
$255K 893 -30,019 -97%
MGP
418
Metis Global Partners
California
$247K 867 +48 +6%
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$246K 863 +30 +4%
CAM
420
Claret Asset Management
Quebec, Canada
$244K 855 +6 +0.7%
KAS
421
Kestra Advisory Services
Texas
$241K 846 +76 +10%
SWP
422
Sagespring Wealth Partners
Tennessee
$240K 841 +841 New
SCA
423
Snowden Capital Advisors
New York
$238K 834 -193 -19%
C
424
Covestor
United Kingdom
$226K 792 +732 +1,220%
FHA
425
Flagship Harbor Advisors
Massachusetts
$223K 784 +784 New
15 16
17
18 19