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Burlington
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368 hedge funds and large institutions have $8.11B invested in Burlington in 2022 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 139 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

2.14% more ownership

Funds ownership: 108.42% → 110.56% (+2.1%)

1% less call options, than puts

Call options by funds: $161M | Put options by funds: $163M

13% less funds holding

Funds holding: 422 → 368 (-54)

13% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 139

16% less capital invested

Capital invested by funds: $9.71B → $8.11B (-$1.6B)

50% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 101

Holders
368
Holders Change
-54
Holders Change %
-12.8%
% of All Funds
6.34%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
50
Increased
121
Reduced
139
Closed
101
Calls
$161M
Puts
$163M
Net Calls
-$1.5M
Net Calls Change
+$95.2M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$451M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$266M
3
SCM
Steadfast Capital Management
New York
+$127M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$106M
5
Citadel Advisors
Citadel Advisors
Florida
+$75.4M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$478M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$216M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$210M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$117M
Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
451
Charter Oak Capital Management
New Hampshire
– -$2K -14 Closed
GGI
452
Godsey & Gibb Inc
Virginia
– -$2K -12 Closed
SFG
453
Steward Financial Group
Texas
– -$1K -11 Closed
MFT
454
Moisand Fitzgerald Tamayo
Florida
– -$1K -10 Closed
RIM
455
Ranger Investment Management
Texas
– -$1K -10 Closed
PMFA
456
Plante Moran Financial Advisors
Michigan
– -$1K -7 Closed
Jones Financial Companies
457
Jones Financial Companies
Missouri
– -$1K -6 Closed
UB
458
UMB Bank
Missouri
– -$1K -6 Closed
VCM
459
Versant Capital Management
Arizona
– -$437 -3 -60%
CB
460
Community Bank
New York
– +$291 +2 New
CFB
461
Cullen/Frost Bankers
Texas
– +$291 +2 New
HNB
462
Huntington National Bank
Ohio
– +$291 +2 +67%
MA
463
MUFG Americas
New York
– +$437 +3 New
SIC
464
SJS Investment Consulting
Ohio
– +$728 +5 New
15 16 17 18
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