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Burlington

429 hedge funds and large institutions have $13B invested in Burlington in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 175 increasing their positions, 148 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 148

1.7% more ownership

Funds ownership: 105.82%107.52% (+1.7%)

13% less funds holding

Funds holding: 491429 (-62)

37% less capital invested

Capital invested by funds: $20.6B → $13B (-$7.54B)

49% less call options, than puts

Call options by funds: $72.5M | Put options by funds: $144M

55% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 103

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
429
Holders Change
-62
Holders Change %
-12.63%
% of All Funds
6.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
46
Increased
175
Reduced
148
Closed
103
Calls
$72.5M
Puts
$144M
Net Calls
-$71.1M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
226
Panagora Asset Management
Massachusetts
$842K
IMRF
227
Illinois Municipal Retirement Fund
Illinois
$812K
Simplex Trading
228
Simplex Trading
Illinois
$807K +$972K +4,434 New
Osaic Holdings
229
Osaic Holdings
Arizona
$800K +$74.1K +338 +8%
BFM
230
Boothbay Fund Management
New York
$792K +$713K +3,253 +298%
Fidelity International
231
Fidelity International
Bermuda
$790K -$9.23M -42,133 -91%
IB
232
Intrust Bank
Kansas
$779K -$3.51K -16 -0.4%
PFO
233
Pathstone Family Office
New Jersey
$767K +$1.75K +8 +0.2%
CS
234
Candriam SCA
Luxembourg
$763K +$126K +577 +16%
ACM
235
AlphaCrest Capital Management
New York
$752K +$185K +844 +26%
MIM
236
MetLife Investment Management
New Jersey
$751K +$903K +4,122 New
MYIA
237
Mount Yale Investment Advisors
Colorado
$744K +$180K +820 +25%
Nordea Investment Management
238
Nordea Investment Management
Sweden
$719K
JMPWA
239
JP Morgan Private Wealth Advisors
California
$704K -$29.6K -135 -3%
BA
240
Bridgewater Associates
Connecticut
$669K +$805K +3,674 New
Connor, Clark & Lunn Investment Management (CC&L)
241
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$659K +$793K +3,620 New
FA
242
FDx Advisors
Illinois
$655K +$135K +615 +21%
MCM
243
MAI Capital Management
Ohio
$649K +$29.6K +135 +4%
SMDAM
244
Sumitomo Mitsui DS Asset Management
Japan
$648K -$3.51K -16 -0.4%
PRC
245
Pearl River Capital
Michigan
$638K -$119K -545 -13%
SI
246
Shaker Investments
Ohio
$637K +$6.79K +31 +0.9%
EOJOAM
247
E. Ohman J:or Asset Management
Sweden
$619K
HC
248
Henshaw Capital
Massachusetts
$608K
SAM
249
Shell Asset Management
Netherlands
$599K +$44.7K +204 +7%
PSUF
250
People's United Financial
Connecticut
$588K -$107K -487 -13%

BURL Hedge Fund Activity: Q1 2022 in Review

429 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q1 2022, worth a combined $13B — down 37% from $20.6B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of BURL and 46 opened new positions — a net loss of 57 holders — while 148 trimmed existing stakes and 175 added.

The largest buyer was Adage Capital Partners, adding an estimated $174M. The largest seller was Third Point, exiting entirely with an estimated $431M sold.

  • 429 institutional investors held Burlington (BURL) as of Q1 2022, down from 491 in Q4 2021.
  • Funds reported $13B of Burlington stock for Q1 2022, down 37% quarter-over-quarter.
  • 46 funds opened new Burlington positions in Q1 2022 and 103 closed out, a net change of -57 holders.
  • The largest Burlington buyer in Q1 2022 was Adage Capital Partners, an estimated $174M added.
  • The largest Burlington seller in Q1 2022 was Third Point, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2022.