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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 %
BWM
401
Baystate Wealth Management
Massachusetts
$2K – – –
BWM
402
BerganKDV Wealth Management
Minnesota
$1.83K -$1.62K -8 -47%
MA
403
Montag & Associates
Georgia
$1.83K +$1.83K +9 New
HNB
404
Huntington National Bank
Ohio
$1.62K +$608 +3 +60%
CPG
405
Cornerstone Planning Group
New Jersey
$1.34K +$1.34K +6 New
MCM
406
Manchester Capital Management
Vermont
$1.22K – – –
CYG
407
Clean Yield Group
Vermont
$1.22K – – –
SIC
408
SJS Investment Consulting
Ohio
$1.22K +$203 +1 +20%
HCP
409
Hexagon Capital Partners
Arkansas
$1.22K +$1.22K +6 New
RBC
410
Romano Brothers & Co
Illinois
$1.22K +$1.22K +6 New
FWA
411
Freedom Wealth Alliance
Wisconsin
$1.01K +$1.01K +5 New
Lazard Asset Management
412
Lazard Asset Management
New York
$1K -$49.6K -347 -98%
CI Investments Inc
413
CI Investments Inc
Ontario, Canada
$1K -$19.5K -78 -95%
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +5 New
LFA
415
Level Financial Advisors
New York
$1K +$1K +6 New
GWS
416
Glassman Wealth Services
Virginia
$811 -$1.83K -9 -69%
MPCL
417
My Personal CFO LLC
Washington
$811 +$811 +4 New
AA
418
Addison Advisors
Vermont
$608 -$608 -3 -50%
VCM
419
Versant Capital Management
Arizona
$406 – – –
BAAM
420
Baker Avenue Asset Management
California
$406 +$406 +2 New
TAM
421
Tucker Asset Management
Colorado
$206 – – –
SIS
422
Sound Income Strategies
Florida
$203 – – –
FFA
423
Farther Finance Advisors
California
$203 +$203 +1 New
TWD
424
True Wealth Design
Ohio
$203 +$203 +1 New
Renaissance Technologies
425
Renaissance Technologies
New York
– -$24.4M -217,900 Closed
15 16
17
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