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Burlington
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Overview Fund Activity

365 hedge funds and large institutions have $8.11B invested in Burlington in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 138 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
-53
Holders Change %
-12.68%
% of All Funds
6.31%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
50
Increased
121
Reduced
138
Closed
100
Calls
$161M
Puts
$163M
Net Calls
-$1.5M
Net Calls Change
+$95.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$520M
2
Capital Research Global Investors
Capital Research Global Investors
California
$608M
3
SCM
Steadfast Capital Management
New York
$174M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$292M
5
Citadel Advisors
Citadel Advisors
Florida
$110M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$14M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$134M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$926M
4
Alkeon Capital Management
Alkeon Capital Management
New York
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
326
Blue Trust Inc
Georgia
$4K +$4K +31 New
FWM
327
Focused Wealth Management
New York
$3K – – –
First Manhattan
328
First Manhattan
New York
$3K – – –
SSB
329
Sandy Spring Bank
Maryland
$3K – – –
MDCM
330
Morgan Dempsey Capital Management
Wisconsin
$3K +$3K +24 New
TFGT
331
TS Financial Group (TSFG)
Illinois
$3K +$3K +25 New
GFPC
332
Global Financial Private Client
Florida
$2.54K – – –
BWM
333
BerganKDV Wealth Management
Minnesota
$2K -$2.47K -21 -55%
CA
334
Centerpoint Advisors
Massachusetts
$2K – – –
EARNEST Partners
335
EARNEST Partners
Georgia
$2K – – –
BIA
336
Bell Investment Advisors
California
$2K – – –
ST
337
Smithfield Trust
Pennsylvania
$2K – – –
SC
338
Stephens Consulting
Michigan
$1.46K – – –
Bank of Montreal
339
Bank of Montreal
Ontario, Canada
$1.13K -$3.38K -28,088 -75%
SWA
340
Sutton Wealth Advisors
Florida
$1.01K +$1.01K +9 New
GWS
341
Glassman Wealth Services
Virginia
$1K -$1.54K -20 -61%
LC
342
Lindbrook Capital
California
$1K -$692 -9 -41%
PFBT
343
Parkside Financial Bank & Trust
Missouri
$1K -$778 -7 -44%
BWM
344
Baystate Wealth Management
Massachusetts
$1K – – –
PTC
345
Private Trust Company
Ohio
$1K – – –
Fuller & Thaler Asset Management
346
Fuller & Thaler Asset Management
California
$1K – – –
MCM
347
Manchester Capital Management
Vermont
$1K – – –
GWSG
348
GPS Wealth Strategies Group
Colorado
$1K – – –
AA
349
Ancora Advisors
Ohio
$1K – – –
TWA
350
TCI Wealth Advisors
Arizona
$1K +$250 +2 +33%
12 13
14
15 16