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Burlington
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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 %
ST
476
Smithfield Trust
Pennsylvania
$5K 20 – –
RS
477
Rakuten Securities
Japan
$4.8K 20 +20 New
HGA
478
Hobbs Group Advisors
South Carolina
$4.08K 17 +17 New
NS
479
NBC Securities
Alabama
$4K 20 – –
CAL
480
Capital Advisors Ltd
Ohio
$4K 18 +4 +29%
HI
481
Harbour Investments
Wisconsin
$3.84K 16 -1 -6%
AssetMark Inc
482
AssetMark Inc
California
$3.84K 16 +16 New
Fuller & Thaler Asset Management
483
Fuller & Thaler Asset Management
California
$3.6K 15 – –
MCM
484
MV Capital Management
Maryland
$3.12K 13 +11 +550%
S
485
Sachetta
Massachusetts
$3.09K 12 +7 +140%
WIA
486
Wetzel Investment Advisors
Indiana
$3.02K 13 – –
WPA
487
West Paces Advisors
Georgia
$2.88K 12 – –
WWP
488
WR Wealth Planners
Missouri
$2.64K 11 +11 New
TIM
489
Tortoise Investment Management
New York
$2.16K 9 – –
BIA
490
Bell Investment Advisors
California
$1.92K 8 – –
DPW
491
DiNuzzo Private Wealth
Pennsylvania
$1.68K 7 +1 +17%
SIC
492
SJS Investment Consulting
Ohio
$1.68K 7 +1 +17%
GWSG
493
GPS Wealth Strategies Group
Colorado
$1.44K 6 – –
TWD
494
True Wealth Design
Ohio
$1.44K 6 +4 +200%
LIA
495
Lynx Investment Advisory
District of Columbia
$1.44K 6 +6 New
RFS
496
Richardson Financial Services
Massachusetts
$1.2K 5 -8 -62%
AF
497
Advisornet Financial
Minnesota
$1.2K 5 -1 -17%
TPCW
498
TD Private Client Wealth
New York
$1.2K 5 – –
JFGIW
499
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.2K 5 +5 New
BEI
500
Benjamin Edwards Inc
Missouri
$1K 4 +4 New
18 19
20
21 22