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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
Bank of America
51
Bank of America
North Carolina
$39.8M -$25.2M -114,883 -34%
TCM
52
TimesSquare Capital Management
New York
$39.7M -$460K -2,100 -1%
Charles Schwab
53
Charles Schwab
California
$35.7M +$1.58M +7,196 +4%
ACA
54
Anchor Capital Advisors
Massachusetts
$35M +$1.89M +8,618 +5%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$34.1M -$7.6M -34,662 -16%
GKIM
56
GW&K Investment Management
Massachusetts
$33.5M +$4.37M +19,921 +12%
Morgan Stanley
57
Morgan Stanley
New York
$33.2M -$717K -3,270 -2%
Renaissance Technologies
58
Renaissance Technologies
New York
$32.8M +$39.4M +180,000 New
Deutsche Bank
59
Deutsche Bank
Germany
$31.7M -$17.9M -81,760 -32%
Amundi
60
Amundi
France
$31M -$6.24M -28,480 -15%
AAMU
61
AEGON Asset Management (UK)
United Kingdom
$28.6M -$19.7M -89,692 -36%
Lord, Abbett & Co
62
Lord, Abbett & Co
New Jersey
$28.2M -$20.7M -94,561 -38%
CI Investments Inc
63
CI Investments Inc
Ontario, Canada
$28.1M +$3.1M +14,167 +10%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$27.8M +$1.61M +7,326 +5%
Wells Fargo
65
Wells Fargo
California
$27.7M +$7.05M +32,152 +27%
GCM
66
Geneva Capital Management
Wisconsin
$26M -$762K -3,478 -2%
FAM
67
Fenimore Asset Management
New York
$25.2M +$29.7M +135,692 +5,298%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$24.6M -$1.86M -8,494 -6%
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
$24.3M +$3.73M +17,006 +15%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$23.2M +$115K +524 +0.4%
PPA
71
Parametric Portfolio Associates
Washington
$21.2M -$460K -2,098 -2%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$21.1M +$1.14M +5,224 +5%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$20.1M -$1.47M -6,715 -6%
CS
74
Credit Suisse
Switzerland
$19.8M -$189K -862 -0.8%
Korea Investment Corp
75
Korea Investment Corp
South Korea
$19.1M +$17.9M +81,800 +354%

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.