BURL icon

Burlington
BURL

Overview Fund Activity

510 hedge funds and large institutions have $15.6B invested in Burlington in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 206 increasing their positions, 170 reducing their positions, and 40 closing their positions.

Holders
510
Holders Change
+43
Holders Change %
+9.21%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
89
Increased
206
Reduced
170
Closed
40
Calls
$665M
Puts
$397M
Net Calls
+$268M
Net Calls Change
+$38.6M

Top Buyers

1
SIM
1
SRS Investment Management
New York
$241M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$906M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$65M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$59.1M
5
Squarepoint
5
Squarepoint
New York
$59.9M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$617M
2
Capital International Investors
2
Capital International Investors
California
$1.46B
3
Coatue Management
3
Coatue Management
New York
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$85.4M
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$30.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WT
451
Whittier Trust
California
$13.7K 57 +57 New
FFA
452
Farther Finance Advisors
California
$13.5K 58 +8 +16%
VCM
453
Versant Capital Management
Arizona
$13.2K 55 +53 +2,650%
NCM
454
Northwest Capital Management
Oregon
$12K 50 – –
IA
455
IFP Advisors
Florida
$11.5K 48 +10 +26%
LFA
456
LGT Financial Advisors
Texas
$11K 46 +46 New
PFBT
457
Parkside Financial Bank & Trust
Missouri
$10.8K 45 +17 +61%
QC
458
Quent Capital
New York
$10.3K 43 – –
VNA
459
Valley National Advisers
Pennsylvania
$10K 45 – –
NA
460
NewEdge Advisors
Louisiana
$9.6K 40 -75 -65%
WBC
461
West Branch Capital
Massachusetts
$9.36K 39 – –
UB
462
UMB Bank
Missouri
$8.64K 36 +19 +112%
OLVIG
463
Oliver Lagore Vanvalin Investment Group
Michigan
$7.44K 31 -11 -26%
FFO
464
Fortitude Family Office
Arizona
$7.44K 31 – –
1IA
465
1620 Investment Advisors
Massachusetts
$7.2K 30 +30 New
FFA
466
Frazier Financial Advisors
Ohio
$6.96K 29 – –
ATPW
467
Ashton Thomas Private Wealth
Arizona
$6.48K 27 +27 New
WTC
468
WhitTier Trust Company
Nevada
$6K 25 -1 -4%
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$5.76K 24 – –
WB
470
Webster Bank
Connecticut
$5.76K 24 – –
CA
471
Continuum Advisory
Idaho
$5.28K 22 -1 -4%
GFPC
472
Global Financial Private Client
Florida
$5.28K 22 – –
Jones Financial Companies
473
Jones Financial Companies
Missouri
$5.28K 22 +8 +57%
JWA
474
JFS Wealth Advisors
Pennsylvania
$5.28K 22 +8 +57%
SAM
475
Smartleaf Asset Management
Massachusetts
$5.24K 22 +11 +100%
17 18
19
20 21