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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 %
WBC
376
West Branch Capital
Massachusetts
$7.91K – – –
CSPIA
377
Cary Street Partners Investment Advisory
Virginia
$7.71K +$7.71K +38 New
PTC
378
Private Trust Company
Ohio
$6K +$4.6K +23 +329%
CT
379
Cambridge Trust
Massachusetts
$6K +$6K +32 New
SSB
380
Sandy Spring Bank
Maryland
$5.68K – – –
FWM
381
Focused Wealth Management
New York
$5.07K – – –
BTI
382
Blue Trust Inc
Georgia
$5K +$1.4K +12 +39%
MDCM
383
Morgan Dempsey Capital Management
Wisconsin
$4.87K – – –
GFPC
384
Global Financial Private Client
Florida
$4.46K – – –
EARNEST Partners
385
EARNEST Partners
Georgia
$4.26K – – –
FA
386
Fiduciary Alliance
South Carolina
$4.26K +$4.26K +21 New
CA
387
Crewe Advisors
Utah
$4.06K -$6.89K -34 -63%
TAIM
388
TD Ameritrade Investment Management
Nebraska
$4K -$8.44K -38 -68%
ST
389
Smithfield Trust
Pennsylvania
$4K – – –
CA
390
Centerpoint Advisors
Massachusetts
$4K – – –
BCMLT
391
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.45K +$3.45K +17 New
BIA
392
Bell Investment Advisors
California
$3.24K -$203 -1 -6%
Fuller & Thaler Asset Management
393
Fuller & Thaler Asset Management
California
$3K – – –
SC
394
Schubert & Co
Texas
$2.84K +$203 +1 +8%
PFBT
395
Parkside Financial Bank & Trust
Missouri
$2.84K +$1.01K +5 +56%
PWMG
396
Prestige Wealth Management Group
New Jersey
$2.84K +$2.84K +14 New
ASN
397
Advisory Services Network
Georgia
$2.84K +$2.84K +14 New
JWA
398
JFS Wealth Advisors
Pennsylvania
$2.43K – – –
TWA
399
TCI Wealth Advisors
Arizona
$2.23K +$608 +3 +38%
AF
400
Advisornet Financial
Minnesota
$2.03K +$2.03K +10 New
14 15
16
17 18