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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 %
WTC
526
WhitTier Trust Company
Nevada
$6.59K – – –
FMII
527
Farmers & Merchants Investments Inc
Nebraska
$6.32K – – –
WB
528
Webster Bank
Connecticut
$6.32K – – –
TWD
529
True Wealth Design
Ohio
$6.06K +$4.48K +17 +283%
GFPC
530
Global Financial Private Client
Florida
$5.8K – – –
JIP
531
Jaffetilchin Investment Partners
Florida
$5.01K +$5.01K +19 New
NS
532
NBC Securities
Alabama
$5K – – –
ST
533
Smithfield Trust
Pennsylvania
$5K – – –
CAL
534
Capital Advisors Ltd
Ohio
$5K – – –
CA
535
Continuum Advisory
Idaho
$4.58K -$1.35K -5 -23%
HGA
536
Hobbs Group Advisors
South Carolina
$4.48K – – –
1IA
537
1620 Investment Advisors
Massachusetts
$3.95K -$3.95K -15 -50%
Fuller & Thaler Asset Management
538
Fuller & Thaler Asset Management
California
$3.95K – – –
MCM
539
MV Capital Management
Maryland
$3.69K +$264 +1 +8%
BBHC
540
Brown Brothers Harriman & Co
New York
$3.69K +$3.69K +14 New
S
541
Sachetta
Massachusetts
$3.16K – – –
WPA
542
West Paces Advisors
Georgia
$3.16K – – –
TPCW
543
TD Private Client Wealth
New York
$3.16K +$1.85K +7 +140%
DPW
544
DiNuzzo Private Wealth
Pennsylvania
$2.9K +$1.05K +4 +57%
SIC
545
SJS Investment Consulting
Ohio
$2.9K +$1.05K +4 +57%
TC
546
Trust Company
Kansas
$2.9K +$2.9K +11 New
WWP
547
WR Wealth Planners
Missouri
$2.64K -$264 -1 -9%
RFS
548
Richardson Financial Services
Massachusetts
$2.52K +$1.26K +5 +100%
TIM
549
Tortoise Investment Management
New York
$2.37K – – –
BIA
550
Bell Investment Advisors
California
$2.11K – – –
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