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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 %
AF
551
Advisornet Financial
Minnesota
$1.14K 4 – –
RS
552
Rakuten Securities
Japan
$1.14K 4 +4 New
AW
553
Avion Wealth
Texas
$1K 7 +1 +17%
CPG
554
Cornerstone Planning Group
New Jersey
$857 3 – –
CFO
555
CVA Family Office
Colorado
$855 3 -2 -40%
PEAK6
556
PEAK6
Illinois
$694 2 +2 New
CFGS
557
Concourse Financial Group Securities
Alabama
$577 2 – –
MCM
558
Manchester Capital Management
Vermont
$571 2 – –
WCM
559
WealthTrak Capital Management
Virginia
$571 2 +2 New
NC
560
NewSquare Capital
Pennsylvania
$570 2 +2 New
MAS
561
MPWM Advisory Solutions
Georgia
$570 2 +2 New
WW
562
Winnow Wealth
Texas
$296 2 +2 New
HWA
563
HHM Wealth Advisors
Tennessee
$286 1 +1 New
AWM
564
Activest Wealth Management
Florida
$285 1 +1 New
PWM
565
Parkworth Wealth Management
California
$285 1 +1 New
PWA
566
Principia Wealth Advisory
Texas
$285 1 +1 New
Marshall Wace
567
Marshall Wace
United Kingdom
– – -309,366 Closed
Select Equity Group
568
Select Equity Group
New York
– – -165,283 Closed
IAIM
569
International Assets Investment Management
Florida
– – -90,901 Closed
CSS
570
Cubist Systematic Strategies
Connecticut
– – -89,917 Closed
Tudor Investment Corp
571
Tudor Investment Corp
Connecticut
– – -72,482 Closed
Squarepoint
572
Squarepoint
New York
– – -58,734 Closed
WCA
573
Waratah Capital Advisors
Ontario, Canada
– – -52,418 Closed
PHK
574
Point72 Hong Kong
Hong Kong
– – -28,322 Closed
EP
575
Edgestream Partners
New Jersey
– – -14,405 Closed
21 22
23
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