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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
CCP
326
Corient Capital Partners
California
$211K +$21.5K +98 +9%
AC
327
Avestar Capital
New York
$211K +$53.2K +243 +27%
SI
328
Stephens Inc
Arkansas
$209K +$38.6K +176 +18%
CP
329
Covenant Partners
Tennessee
$208K -$27K -123 -10%
YIA
330
YHB Investment Advisors
Connecticut
$205K +$23K +105 +10%
IA
331
IndexIQ Advisors
New York
$202K +$1.1K +5 +0.5%
VI
332
Vestcor Inc
New Brunswick, Canada
$192K +$22.4K +102 +11%
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
$184K +$56.1K +256 +34%
ACM
334
Advent Capital Management
New York
$173K +$208K +950 New
LS
335
Livforsakringsbolaget Skandia
Sweden
$164K
FGP
336
Foyston, Gordon, & Payne
Ontario, Canada
$162K +$195K +890 New
FF
337
FourThought Financial
Florida
$136K
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$119K -$877 -4 -0.6%
Fuller & Thaler Asset Management
339
Fuller & Thaler Asset Management
California
$94K -$43.8K -200 -28%
NICM
340
Neo Ivy Capital Management
New York
$92K +$110K +500 New
LWCFA
341
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91K
C
342
Covestor
United Kingdom
$90K +$53.5K +244 +99%
SWM
343
Spire Wealth Management
Virginia
$83K -$41.6K -190 -29%
PCG
344
Private Capital Group
Connecticut
$71K +$219 +1 +0.3%
PA
345
Parallel Advisors
California
$70K -$32.9K -150 -29%
EI
346
Ellevest Inc
New York
$69K -$27.2K -124 -25%
SPIA
347
Steward Partners Investment Advisory
New York
$66K -$1.23M -5,593 -94%
S
348
SignatureFD
Georgia
$66K -$40.8K -186 -34%
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$59K +$33.5K +153 +88%
IBOK
350
Independence Bank of Kentucky
Kentucky
$59K +$71.2K +325 New

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.