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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
$2.05B
2
Morgan Stanley
Morgan Stanley
New York
$331M
3
Capital International Investors
Capital International Investors
California
$1.2B
4
BlackRock
BlackRock
New York
$853M
5
DCP
DSM Capital Partners
Florida
$142M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$387M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$258M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$7.7M
4
Citadel Advisors
Citadel Advisors
Florida
$26.5M
5
SCM
Steadfast Capital Management
New York
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
351
Roble Belko & Company
Pennsylvania
$29K – – –
SIC
352
Salem Investment Counselors
North Carolina
$24.7K – – –
GBT
353
Grove Bank & Trust
Florida
$22K +$22K +110 New
HI
354
Harbour Investments
Wisconsin
$21.5K +$2.84K +14 +15%
QC
355
Quent Capital
New York
$21.3K -$1.22K -6 -5%
RTC
356
Riverview Trust Company
Washington
$21K +$21K +103 New
LS
357
Livforsakringsbolaget Skandia
Sweden
$20.3K – – –
MCC
358
Money Concepts Capital
Florida
$20.3K +$18.2K +90 +900%
NA
359
NewEdge Advisors
Louisiana
$19.3K +$19.3K +179 New
WT
360
Washington Trust
Rhode Island
$18.2K +$18.2K +90 New
GRP
361
Global Retirement Partners
California
$17.4K +$1.22K +6 +8%
AF
362
Allworth Financial
California
$16.8K +$2.23K +11 +15%
EC
363
Elequin Capital
New York
$16.8K +$16.8K +83 New
LF
364
Lee Financial
Texas
$16.6K -$608 -3 -4%
LC
365
Lindbrook Capital
California
$16.4K +$13.8K +68 +523%
FRA
366
Front Row Advisors
California
$16K +$608 +3 +4%
C
367
Covestor
United Kingdom
$16K +$6.4K +32 +67%
CAS
368
Coppell Advisory Solutions
Texas
$14.4K +$14.4K +71 New
CASC
369
Coppell Advisory Solutions Corp
Texas
$14.4K +$14.4K +71 New
IA
370
IFP Advisors
Florida
$14K -$9.33K -54 -40%
SCA
371
Stonebridge Capital Advisors
Minnesota
$13.2K -$1.42K -7 -10%
CB
372
CNB Bank
Pennsylvania
$13K – – –
DI
373
Disciplined Investments
Oklahoma
$10.9K +$203 +1 +2%
BAM
374
Belpointe Asset Management
Nevada
$10.1K +$10.1K +50 New
CAL
375
Capital Advisors Ltd
Ohio
$9K +$7.93K +37 +740%
13 14
15
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