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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
DILIC
501
Dai-ichi Life Insurance Company
Japan
-$213K -732 Closed
QC
502
QCM Cayman
Texas
-$213K -730 Closed
LNWWM
503
Laird Norton Wetherby Wealth Management
California
-$212K -727 Closed
MWM
504
Modera Wealth Management
New Jersey
-$209K -716 Closed
Axa
505
Axa
France
-$208K -714 Closed
WA
506
Wealth Alliance
New York
-$207K -709 Closed
DWA
507
Douglass Winthrop Advisors
New York
-$204K -700 Closed
AT
508
American Trust
Kentucky
-$201K -691 Closed
PI
509
PEAK6 Investments
Illinois
-$102K -466 Closed
Loomis, Sayles & Company
510
Loomis, Sayles & Company
Massachusetts
-$124K -425 Closed
CA
511
CoreCap Advisors
Michigan
-$56K -192 Closed
EWA
512
EverSource Wealth Advisors
Alabama
-$38K -131 Closed
SCA
513
Snowden Capital Advisors
New York
-$23K -82 Closed
CWS
514
Confluence Wealth Services
Pennsylvania
-$14K -49 Closed
FMTCOCP
515
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$10K -36 Closed
CWA
516
Clearview Wealth Advisors
Oregon
-$9K -30 Closed
AIM
517
Anchor Investment Management
South Carolina
-$5.83K -20 Closed
AA
518
Ancora Advisors
Ohio
-$5K -18 Closed
Jones Financial Companies
519
Jones Financial Companies
Missouri
-$5K -18 Closed
BWL
520
Bogart Wealth LLC
Virginia
-$4K -15 Closed
HPC
521
HM Payson & Co
Maine
-$4K -13 Closed
S
522
Surevest
California
-$3K -10 Closed
PWMG
523
Prestige Wealth Management Group
New Jersey
-$1K -5 Closed
AAP
524
Arax Advisory Partners
Colorado
-$1K -4 Closed
AssetMark Inc
525
AssetMark Inc
California
-$1K -4 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.