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Burlington

429 hedge funds and large institutions have $13B invested in Burlington in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 175 increasing their positions, 148 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 148

1.7% more ownership

Funds ownership: 105.82%107.52% (+1.7%)

13% less funds holding

Funds holding: 491429 (-62)

37% less capital invested

Capital invested by funds: $20.6B → $13B (-$7.54B)

49% less call options, than puts

Call options by funds: $72.5M | Put options by funds: $144M

55% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 103

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
429
Holders Change
-62
Holders Change %
-12.63%
% of All Funds
6.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
46
Increased
175
Reduced
148
Closed
103
Calls
$72.5M
Puts
$144M
Net Calls
-$71.1M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
476
Chevy Chase Trust
Maryland
-$292K -1,000 Closed
GLA
477
Great Lakes Advisors
Illinois
-$286K -984 Closed
CS
478
Comerica Securities
Michigan
-$287K -983 Closed
Creative Planning
479
Creative Planning
Kansas
-$212K -967 -100%
OPERF
480
Oregon Public Employees Retirement Fund
Oregon
-$282K -967 Closed
GC
481
Guggenheim Capital
Illinois
-$280K -961 Closed
OTL
482
Oak Thistle LLC
New York
-$270K -928 Closed
VLC
483
Van Leeuwen & Company
New Jersey
-$268K -920 Closed
CAM
484
Cozad Asset Management
Illinois
-$262K -900 Closed
SYBT
485
Stock Yards Bank & Trust
Kentucky
-$260K -892 Closed
TMAM
486
Tokio Marine Asset Management
Japan
-$260K -891 Closed
SEC
487
Seven Eight Capital
New York
-$256K -879 Closed
LOAMU
488
Lombard Odier Asset Management (USA)
New York
-$252K -863 Closed
PA
489
Profund Advisors
Maryland
-$249K -854 Closed
WHG
490
Westwood Holdings Group
Texas
-$248K -849 Closed
VAS
491
Vestmark Advisory Solutions
Massachusetts
-$243K -833 Closed
MYAM
492
Meiji Yasuda Asset Management
Japan
-$239K -820 Closed
EI
493
Ethic Inc
New York
-$236K -808 Closed
ER
494
Enlightenment Research
Florida
-$233K -800 Closed
HCM
495
Hilton Capital Management
New York
-$233K -799 Closed
WI
496
Wahed Invest
New York
-$231K -792 Closed
PCP
497
Proficio Capital Partners
Massachusetts
-$225K -771 Closed
CNC
498
Canandaigua National Corp
New York
-$224K -770 Closed
Vontobel Holding
499
Vontobel Holding
Switzerland
-$219K -748 Closed
PAG
500
Private Advisor Group
New Jersey
-$215K -739 Closed

BURL Hedge Fund Activity: Q1 2022 in Review

429 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q1 2022, worth a combined $13B — down 37% from $20.6B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of BURL and 46 opened new positions — a net loss of 57 holders — while 148 trimmed existing stakes and 175 added.

The largest buyer was Adage Capital Partners, adding an estimated $174M. The largest seller was Third Point, exiting entirely with an estimated $431M sold.

  • 429 institutional investors held Burlington (BURL) as of Q1 2022, down from 491 in Q4 2021.
  • Funds reported $13B of Burlington stock for Q1 2022, down 37% quarter-over-quarter.
  • 46 funds opened new Burlington positions in Q1 2022 and 103 closed out, a net change of -57 holders.
  • The largest Burlington buyer in Q1 2022 was Adage Capital Partners, an estimated $174M added.
  • The largest Burlington seller in Q1 2022 was Third Point, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2022.