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Burlington
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Overview Fund Activity

566 hedge funds and large institutions have $16.6B invested in Burlington in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 227 increasing their positions, 177 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+56
Holders Change %
+10.98%
% of All Funds
8.19%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
102
Increased
227
Reduced
177
Closed
44
Calls
$339M
Puts
$260M
Net Calls
+$78.3M
Net Calls Change
-$190M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$176M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$115M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$91.6M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$78.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$70.9M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$341M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$198M
3
Citadel Advisors
Citadel Advisors
Florida
-$74.6M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$63.2M
5
AIM
Artemis Investment Management
United Kingdom
-$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
426
Legacy Capital Wealth Partners
Arkansas
$266K +$3.69K +14 +1%
GC
427
Globeflex Capital
California
$263K – – –
GCM
428
Greenland Capital Management
New York
$263K +$263K +1,000 New
RJFSA
429
Raymond James Financial Services Advisors
Florida
$263K +$263K +998 New
SSWM
430
Sheets Smith Wealth Management
North Carolina
$261K +$261K +989 New
OAM
431
Oxford Asset Management
United Kingdom
$257K -$67.7K -257 -21%
GT
432
Greenleaf Trust
Michigan
$252K +$7.38K +28 +3%
DWT
433
Dorsey & Whitney Trust
South Dakota
$243K +$243K +923 New
CCM
434
Coldstream Capital Management
Washington
$239K +$239K +907 New
TF
435
Trek Financial
Arizona
$237K +$237K +899 New
SIA
436
Schechter Investment Advisors
Michigan
$232K +$8.43K +32 +4%
CMF
437
Counterpoint Mutual Funds
California
$228K +$228K +865 New
NA
438
NewEdge Advisors
Louisiana
$228K +$217K +824 +2,060%
GC
439
Guggenheim Capital
Illinois
$225K -$65.3K -248 -23%
CAM
440
Claret Asset Management
Quebec, Canada
$224K +$1.06K +4 +0.5%
SOW
441
State of Wyoming
Wyoming
$222K -$185K -704 -46%
Northwestern Mutual Wealth Management
442
Northwestern Mutual Wealth Management
Wisconsin
$219K -$7.11K -27 -3%
QL
443
Quarry LP
New York
$218K +$218K +827 +82,700%
MGP
444
Metis Global Partners
California
$216K +$216K +819 New
VAS
445
Vestmark Advisory Solutions
Massachusetts
$213K -$310K -1,177 -59%
EB
446
Eastern Bank
Massachusetts
$209K -$143K -542 -41%
TFS
447
Thoroughbred Financial Services
Tennessee
$209K +$209K +795 New
KAS
448
Kestra Advisory Services
Texas
$203K +$203K +770 New
Chevy Chase Trust
449
Chevy Chase Trust
Maryland
$201K +$201K +761 New
S
450
SignatureFD
Georgia
$192K +$21.3K +81 +13%
16 17
18
19 20