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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
$192M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$129M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$96.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$87.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
$96.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.26B
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
3
Citadel Advisors
Citadel Advisors
Florida
$237M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$222M
5
AIM
Artemis Investment Management
United Kingdom
$98.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
476
Arax Advisory Partners
Colorado
$58.2K +$2.64K +10 +5%
GTAM
477
Global Trust Asset Management
Florida
$58K +$58K +220 New
AF
478
Allworth Financial
California
$57.4K -$7.9K -30 -12%
SPIA
479
Steward Partners Investment Advisory
New York
$56.6K -$3.69K -14 -6%
WSFS
480
Wilmington Savings Fund Society
Delaware
$56.6K +$56.6K +215 New
HFS
481
Hantz Financial Services
Michigan
$53K – – –
AS
482
AM Squared
Hong Kong
$52.7K +$52.7K +200 New
PS
483
Principal Securities
Iowa
$50.1K +$3.16K +12 +7%
CWP
484
Concord Wealth Partners
Virginia
$49.5K – – –
UB
485
UMB Bank
Missouri
$46.6K +$37.2K +141 +392%
RA
486
Rise Advisors
New York
$45.3K – – –
MG
487
Mather Group
Illinois
$44.5K -$7.9K -30 -15%
OP
488
ORG Partners
Indiana
$42.7K – – –
RBC
489
Roble Belko & Company
Pennsylvania
$38K – – –
SWM
490
Spire Wealth Management
Virginia
$36.1K – – –
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$33.2K +$2.37K +9 +8%
SAM
492
Smartleaf Asset Management
Massachusetts
$33.1K +$27.3K +103 +468%
BIG
493
Brooklyn Investment Group
New York
$32.9K +$32.9K +125 New
VWM
494
Venturi Wealth Management
Texas
$28.7K +$4.22K +16 +17%
PTC
495
Private Trust Company
Ohio
$28.5K -$6.85K -26 -19%
RTC
496
Riverview Trust Company
Washington
$27.7K +$527 +2 +2%
CAS
497
Coppell Advisory Solutions
Texas
$24.4K -$530 -2 -2%
WT
498
Washington Trust
Rhode Island
$23.7K – – –
GRP
499
Global Retirement Partners
California
$21.6K -$2.9K -11 -12%
CA
500
Clearstead Advisors
Ohio
$19.2K +$19.2K +73 New
18 19
20
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