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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 %
WP
476
Waycross Partners
Kentucky
– – -11,888 Closed
RGM
477
ROAM Global Management
New York
– – -6,636 Closed
BCM
478
Bridgeway Capital Management
Texas
– – -6,400 Closed
SC
479
Scholtz & Company
Connecticut
– – -6,338 Closed
HF
480
HRT Financial
New York
– – -5,659 Closed
Commonwealth Equity Services
481
Commonwealth Equity Services
Massachusetts
– – -3,872 Closed
VF
482
Virtu Financial
New York
– – -3,602 Closed
ET
483
Equitable Trust
Tennessee
– – -2,850 Closed
AWM
484
Avior Wealth Management
Nebraska
– – -1,840 Closed
FI
485
FormulaFolio Investments
Michigan
– – -1,728 Closed
RB
486
Renasant Bank
Mississippi
– – -1,434 Closed
LWCFA
487
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -500 Closed
VAIA
488
Virtus Alternative Investment Advisers
Connecticut
– – -279 Closed
IA
489
Inspire Advisors
Idaho
– – -275 Closed
EA
490
Emerald Advisers
Pennsylvania
– – -115 Closed
ICP
491
Interchange Capital Partners
Pennsylvania
– – -113 Closed
Ensign Peak Advisors
492
Ensign Peak Advisors
Utah
– – -110 Closed
CM
493
Caption Management
Oklahoma
– – -100 Closed
PWM
494
Perigon Wealth Management
California
– – -95 Closed
CAAS
495
Capital Asset Advisory Services
Michigan
– – -61 Closed
CCA
496
Childress Capital Advisors
Texas
– – -57 Closed
PWPS
497
Pinnacle Wealth Planning Services
Ohio
– – -34 Closed
ASN
498
Advisory Services Network
Georgia
– – -27 Closed
SIAG
499
Safeguard Investment Advisory Group
California
– – -26 Closed
AWG
500
Altus Wealth Group
Colorado
– – -26 Closed
17 18 19
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