BURL icon

Burlington
BURL

Overview Fund Activity

462 hedge funds and large institutions have $15.3B invested in Burlington in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 134 increasing their positions, 190 reducing their positions, and 49 closing their positions.

Holders
462
Holders Change
+21
Holders Change %
+4.76%
% of All Funds
9.12%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
78
Increased
134
Reduced
190
Closed
49
Calls
$119M
Puts
$273M
Net Calls
-$154M
Net Calls Change
-$54.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$806M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$126M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$110M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$571M
5
PWAM
5
Park West Asset Management
California
$45.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.64B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$366M
3
SCM
3
Steadfast Capital Management
New York
$6.29M
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$92.9M
5
BlackRock
5
BlackRock
New York
$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
426
CXI Advisors
Indiana
$7K +$7K +29 New
RIA
427
Realta Investment Advisors
Delaware
$6K – – –
FWM
428
Focused Wealth Management
New York
$6K – – –
TL
429
TrueWealth LLC
Georgia
$6K – – –
VCM
430
Versant Capital Management
Arizona
$6K +$1.11K +5 +23%
SCA
431
Stonebridge Capital Advisors
Minnesota
$6K +$2.54K +11 +73%
CFB
432
Cullen/Frost Bankers
Texas
$6K +$6K +25 New
OPS
433
Orion Portfolio Solutions
Nebraska
$6K +$6K +26 New
MF
434
Manchester Financial
California
$6K +$6K +27 New
CI
435
Cordant Inc
Oregon
$6K +$6K +27 New
GFPC
436
Global Financial Private Client
Florida
$5.02K +$5.02K +22 New
IA
437
IFP Advisors
Florida
$5K – – –
CTC
438
Central Trust Company
Missouri
$5K – – –
CA
439
Centerpoint Advisors
Massachusetts
$5K – – –
EARNEST Partners
440
EARNEST Partners
Georgia
$5K – – –
RIM
441
Ranger Investment Management
Texas
$5K +$750 +3 +18%
BWM
442
BerganKDV Wealth Management
Minnesota
$5K +$5K +23 New
HWM
443
HighMark Wealth Management
Minnesota
$5K +$5K +23 New
CP
444
Corbenic Partners
Pennsylvania
$5K +$5K +23 New
GWM
445
Geneos Wealth Management
Colorado
$4K – – –
Canada Pension Plan Investment Board
446
Canada Pension Plan Investment Board
Ontario, Canada
$3K -$21.3K -71 -88%
PWMG
447
Prestige Wealth Management Group
New Jersey
$3K – – –
HNB
448
Huntington National Bank
Ohio
$3K – – –
AssetMark Inc
449
AssetMark Inc
California
$3K – – –
TPWA
450
TRUE Private Wealth Advisors
Oregon
$3K +$3K +16 New
16 17
18
19 20