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Burlington
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Overview Fund Activity

422 hedge funds and large institutions have $10.7B invested in Burlington in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 158 reducing their positions, and 66 closing their positions.

Holders
422
Holders Change
-14
Holders Change %
-3.21%
% of All Funds
6.66%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
55
Increased
145
Reduced
158
Closed
66
Calls
$230M
Puts
$298M
Net Calls
-$68.2M
Net Calls Change
-$51.7M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.04B
2
Holocene Advisors
2
Holocene Advisors
New York
$78.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$325M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$159M
5
WHCM
5
Wolf Hill Capital Management
Connecticut
$74.4M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$702M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$393M
3
SAM
3
Scopus Asset Management
New York
$0
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$213M
5
Parnassus Investments
5
Parnassus Investments
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
476
Belpointe Asset Management
Nevada
– – -53 Closed
AAG
477
Armstrong Advisory Group
Massachusetts
– – -41 Closed
BBHC
478
Brown Brothers Harriman & Co
New York
– – -27 Closed
SC
479
Schubert & Co
Texas
– – -21 Closed
AAS
480
Ameritas Advisory Services
Nebraska
– – -21 Closed
ASN
481
Advisory Services Network
Georgia
– – -14 Closed
TWA
482
TCI Wealth Advisors
Arizona
– – -12 Closed
MIA
483
Milestone Investment Advisors
Wisconsin
– – -11 Closed
MA
484
Montag & Associates
Georgia
– – -8 Closed
BWM
485
BerganKDV Wealth Management
Minnesota
– – -8 Closed
JGIA
486
Jackson Grant Investment Advisers
Connecticut
– – -5 Closed
BF
487
BOK Financial
Oklahoma
– – -4 Closed
CFGS
488
Concourse Financial Group Securities
Alabama
– – -3 Closed
CAM
489
Connacht Asset Management
New York
– – – –
EAM
490
Erste Asset Management
Austria
– – – –
CLOS
491
Compagnie Lombard Odier SCmA
Switzerland
– – – –
IMC Chicago
492
IMC Chicago
Illinois
– – – –
MWM
493
Mascoma Wealth Management
New Hampshire
– – – –
Wolverine Trading
494
Wolverine Trading
Illinois
– – – –
CAM
495
CenterStar Asset Management
Illinois
– – – –
AMH
496
Apollo Management Holdings
New York
– – – –
CCM
497
CAAS Capital Management
New York
– – – –
PI
498
PEAK6 Investments
Illinois
– – – –
16 17 18 19
20