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Burlington
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Overview Fund Activity

566 hedge funds and large institutions have $19.1B invested in Burlington in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 202 increasing their positions, 214 reducing their positions, and 77 closing their positions.

Holders
566
Holders Change
–
Holders Change %
0%
% of All Funds
7.54%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.19%
New
85
Increased
202
Reduced
214
Closed
77
Calls
$283M
Puts
$549M
Net Calls
-$266M
Net Calls Change
-$344M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.26B
2
Norges Bank
2
Norges Bank
Norway
$227M
3
Capital International Investors
3
Capital International Investors
California
$1.47B
4
Invesco
4
Invesco
Georgia
$185M
5
Millennium Management
5
Millennium Management
New York
$190M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$197M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$72.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$12.6M
5
Select Equity Group
5
Select Equity Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
526
MAI Capital Management
Ohio
$4.56K 16 +16 New
VWA
527
Valued Wealth Advisors
Utah
$4.28K 15 +12 +400%
AT
528
Avalon Trust
New Mexico
$4.28K 15 +15 New
BBHC
529
Brown Brothers Harriman & Co
New York
$3.99K 14 – –
S
530
Sachetta
Massachusetts
$3.71K 13 +1 +8%
MCM
531
MV Capital Management
Maryland
$3.71K 13 -1 -7%
WPA
532
West Paces Advisors
Georgia
$3.42K 12 – –
TPCW
533
TD Private Client Wealth
New York
$3.42K 12 – –
WWP
534
WR Wealth Planners
Missouri
$3.42K 12 +2 +20%
TC
535
Trust Company
Kansas
$3.14K 11 – –
DPW
536
DiNuzzo Private Wealth
Pennsylvania
$2.85K 10 -1 -9%
FC
537
Family CFO
California
$2.85K 10 +10 New
SS
538
SBI Securities
Japan
$2.85K 10 +10 New
TIM
539
Tortoise Investment Management
New York
$2.57K 9 – –
TWD
540
True Wealth Design
Ohio
$2.28K 8 -15 -65%
BIA
541
Bell Investment Advisors
California
$2.28K 8 – –
HI
542
Horizon Investments
North Carolina
$2.28K 8 +8 New
CA
543
Continuum Advisory
Idaho
$2K 7 -10 -59%
CIAS
544
CBIZ Investment Advisory Services
Ohio
$2K 7 +7 New
SIC
545
SJS Investment Consulting
Ohio
$1.71K 6 -5 -45%
GWSG
546
GPS Wealth Strategies Group
Colorado
$1.71K 6 – –
CA
547
CoreCap Advisors
Michigan
$1.71K 6 +6 New
RFS
548
Richardson Financial Services
Massachusetts
$1.43K 5 -5 -50%
CSWM
549
Cassady Schiller Wealth Management
Ohio
$1.43K 5 +5 New
HPC
550
HM Payson & Co
Maine
$1.14K 4 – –
20 21
22
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