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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 %
First Manhattan
426
First Manhattan
New York
$9K 32 +32 New
AIC
427
Ameritas Investment Company
Nebraska
$8.67K 29 +29 New
SBL
428
Sargent Bickham Lagudis
Colorado
$8K 27 – –
PMFA
429
Plante Moran Financial Advisors
Michigan
$8K 28 +13 +87%
HNB
430
Huntington National Bank
Ohio
$8K 26 +26 New
SOW
431
State of Wyoming
Wyoming
$8K 26 +26 New
FPS
432
Fieldpoint Private Securities
Connecticut
$7K 25 -28 -53%
CTC
433
Central Trust Company
Missouri
$7K 22 – –
FWM
434
Focused Wealth Management
New York
$7K 25 – –
CA
435
Centerpoint Advisors
Massachusetts
$7K 22 – –
CH
436
Canton Hathaway
Rhode Island
$7K 22 +22 New
ETC
437
Exchange Traded Concepts
Oklahoma
$7K 24 +24 New
GFPC
438
Global Financial Private Client
Florida
$6.58K 22 – –
ST
439
Smithfield Trust
Pennsylvania
$6K 20 – –
KFI
440
Key Financial Inc
Pennsylvania
$6K 21 – –
VCM
441
Versant Capital Management
Arizona
$6K 19 – –
EARNEST Partners
442
EARNEST Partners
Georgia
$6K 21 – –
AssetMark Inc
443
AssetMark Inc
California
$6K 21 – –
Jones Financial Companies
444
Jones Financial Companies
Missouri
$5K 18 +4 +29%
CA
445
Clearstead Advisors
Ohio
$5K 18 +18 New
SFP
446
Sterling Financial Planning
New Jersey
$4K 14 – –
HPC
447
HM Payson & Co
Maine
$4K 13 – –
MWP
448
Meridian Wealth Partners
Pennsylvania
$4K 14 +14 New
HWM
449
HighMark Wealth Management
Minnesota
$3K 11 -8 -42%
TAIM
450
TD Ameritrade Investment Management
Nebraska
$3K 12 – –
16 17
18
19 20