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Burlington
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Overview Fund Activity

426 hedge funds and large institutions have $13B invested in Burlington in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 175 increasing their positions, 147 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-63
Holders Change %
-12.88%
% of All Funds
6.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
45
Increased
175
Reduced
147
Closed
103
Calls
$72.5M
Puts
$144M
Net Calls
-$71.1M
Net Calls Change
-$20.5M

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
$424M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.68B
3
Goldman Sachs
Goldman Sachs
New York
$306M
4
Capital Research Global Investors
Capital Research Global Investors
California
$667M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$445M

Top Sellers

1
TP
Third Point
New York
$0
2
MCM
Melvin Capital Management
New York
$0
3
EAM
Eagle Asset Management
Florida
$0
4
AIM
Artemis Investment Management
United Kingdom
$0
5
Capital International Investors
Capital International Investors
California
$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
401
Macquarie Group
Australia
$3.06K -$56 -308 -2%
HNB
402
Huntington National Bank
Ohio
$3K -$8.81K -47 -75%
RIM
403
Ranger Investment Management
Texas
$3K – – –
PFBT
404
Parkside Financial Bank & Trust
Missouri
$3K +$1.41K +8 +89%
COCM
405
Charter Oak Capital Management
New Hampshire
$3K +$2.79K +13 +1,300%
T
406
TCWP
Ohio
$3K +$3K +17 New
Koshinski Asset Management
407
Koshinski Asset Management
Illinois
$2.92K – – –
SC
408
Stephens Consulting
Michigan
$2.37K – – –
GWS
409
Glassman Wealth Services
Virginia
$2K -$1.4K -7 -41%
BWM
410
Baystate Wealth Management
Massachusetts
$2K – – –
VCM
411
Versant Capital Management
Arizona
$2K – – –
JWA
412
JFS Wealth Advisors
Pennsylvania
$2K +$1.46K +8 +267%
TWA
413
TCI Wealth Advisors
Arizona
$1K -$4.33K -13 -81%
HWM
414
HighMark Wealth Management
Minnesota
$1K -$286 -2 -22%
SC
415
Schubert & Co
Texas
$1K – – –
UB
416
UMB Bank
Missouri
$1K – – –
MCM
417
Manchester Capital Management
Vermont
$1K – – –
CI
418
Cordant Inc
Oregon
$1K +$1K +3 New
AF
419
Allworth Financial
California
$1K +$571 +4 +133%
MAM
420
Meeder Asset Management
Ohio
$1K +$1K +4 New
ZB
421
Zions Bancorporation
Utah
$1K +$625 +5 +167%
GWSG
422
GPS Wealth Strategies Group
Colorado
$1K +$1K +6 New
ED
423
Exane Derivatives
France
$729 – – –
TP
424
Third Point
New York
– -$431M -1,480,000 Closed
MCM
425
Melvin Capital Management
New York
– -$213M -730,000 Closed
15 16
17
18 19