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Burlington
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Overview Fund Activity

424 hedge funds and large institutions have $14.4B invested in Burlington in 2022 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 121 increasing their positions, 142 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+59
Holders Change %
+16.16%
% of All Funds
6.84%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
120
Increased
121
Reduced
142
Closed
55
Calls
$385M
Puts
$337M
Net Calls
+$47.7M
Net Calls Change
+$49.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$373M
2
Morgan Stanley
Morgan Stanley
New York
+$286M
3
Capital International Investors
Capital International Investors
California
+$262M
4
BlackRock
BlackRock
New York
+$197M
5
DCP
DSM Capital Partners
Florida
+$103M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$716M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$272M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$236M
4
Citadel Advisors
Citadel Advisors
Florida
-$173M
5
SCM
Steadfast Capital Management
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
326
First Horizon Advisors
Tennessee
$124K +$24.1K +119 +24%
AS
327
AM Squared
Hong Kong
$122K +$122K +600 New
ACM
328
Advent Capital Management
New York
$106K – – –
PI
329
PineBridge Investments
New York
$103K +$103K +507 New
LWCFA
330
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K – – –
EI
331
Ellevest Inc
New York
$99.4K +$34.5K +170 +53%
CCA
332
Column Capital Advisors
Indiana
$85.6K +$26.2K +129 +44%
PA
333
Parallel Advisors
California
$76.4K +$1.83K +9 +2%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$69K -$22.3K -110 -24%
OWA
335
One Wealth Advisors
California
$67.5K +$67.5K +333 New
QCG
336
Quadrant Capital Group
Ohio
$66.5K +$36.1K +178 +119%
S
337
SignatureFD
Georgia
$66.1K +$31.2K +154 +90%
KFP
338
KB Financial Partners
New Jersey
$66K +$14.3K +70 +28%
Dimensional Fund Advisors
339
Dimensional Fund Advisors
Texas
$61.6K +$2.15K +10,613 +4%
Nisa Investment Advisors
340
Nisa Investment Advisors
Missouri
$61K – – –
IBOK
341
Independence Bank of Kentucky
Kentucky
$61K – – –
HFS
342
Hantz Financial Services
Michigan
$49K -$14.7K -72 -23%
WTC
343
WhitTier Trust Company
Nevada
$46.6K – – –
SPIA
344
Steward Partners Investment Advisory
New York
$46.4K -$4.26K -21 -8%
BFEC
345
Benjamin F. Edwards & Company
Missouri
$42K +$5.74K +28 +16%
USCWA
346
U.S. Capital Wealth Advisors
Texas
$39.9K +$39.9K +197 New
CWP
347
Concord Wealth Partners
Virginia
$39.7K +$39.7K +196 New
DGAM
348
Desjardins Global Asset Management
Quebec, Canada
$38K +$1.19K +6 +3%
CS
349
Comerica Securities
Michigan
$33.3K +$33.3K +164 New
PFP
350
Pinnacle Financial Partners
Tennessee
$29.4K – – –
12 13
14
15 16