BURL icon

Burlington
BURL

Overview Fund Activity

455 hedge funds and large institutions have $13.8B invested in Burlington in 2023 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 168 increasing their positions, 140 reducing their positions, and 59 closing their positions.

Holders
455
Holders Change
+45
Holders Change %
+10.98%
% of All Funds
6.67%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.16%
New
109
Increased
168
Reduced
140
Closed
59
Calls
$592M
Puts
$666M
Net Calls
-$74.4M
Net Calls Change
+$41.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.08B
2
BlackRock
2
BlackRock
New York
$1.25B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$724M
4
State Street
4
State Street
Massachusetts
$416M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$201M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$991M
2
Holocene Advisors
2
Holocene Advisors
New York
$75.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$109M
4
Citadel Advisors
4
Citadel Advisors
Florida
$133M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$5.44M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
426
Capital Advisors Ltd
Ohio
$3K 14 – –
NS
427
NBC Securities
Alabama
$3K 20 – –
WIA
428
Wetzel Investment Advisors
Indiana
$3K 13 +13 New
Fuller & Thaler Asset Management
429
Fuller & Thaler Asset Management
California
$2.92K 15 +2 +15%
HI
430
Harbour Investments
Wisconsin
$2.92K 15 +15 New
GWS
431
Glassman Wealth Services
Virginia
$2.72K 14 +6 +75%
TCWA
432
Turtle Creek Wealth Advisors
Texas
$2.72K 14 +14 New
SWS
433
SYSTM Wealth Solutions
Illinois
$2.53K 13 +13 New
AF
434
Advisornet Financial
Minnesota
$2.33K 12 +6 +100%
BCMLT
435
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.3K 17 – –
BWM
436
Baystate Wealth Management
Massachusetts
$1.95K 10 – –
JWA
437
JFS Wealth Advisors
Pennsylvania
$1.95K 10 +1 +11%
BF
438
BOK Financial
Oklahoma
$1.94K 10 +10 New
BIA
439
Bell Investment Advisors
California
$1.56K 8 -3 -27%
CA
440
Clearstead Advisors
Ohio
$1.56K 8 +8 New
GWSG
441
GPS Wealth Strategies Group
Colorado
$1.17K 6 – –
SIC
442
SJS Investment Consulting
Ohio
$1.17K 6 +1 +20%
DPW
443
DiNuzzo Private Wealth
Pennsylvania
$1.17K 6 +6 New
S
444
Sachetta
Massachusetts
$973 5 +5 New
HCP
445
Hexagon Capital Partners
Arkansas
$973 5 +5 New
EC
446
Elequin Capital
New York
$972 5 +5 New
CCM
447
Chilton Capital Management
Texas
$778 4 +4 New
VWA
448
Valued Wealth Advisors
Utah
$406 3 +3 New
MCM
449
Manchester Capital Management
Vermont
$389 2 -6 -75%
VCM
450
Versant Capital Management
Arizona
$389 2 -1 -33%
16 17
18
19 20