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Burlington

427 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, 122 increasing their positions, 144 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 55

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

78% more capital invested

Capital invested by funds: $8.11B → $14.4B (+$6.32B)

16% more funds holding

Funds holding: 368427 (+59)

14% more call options, than puts

Call options by funds: $385M | Put options by funds: $337M

0.96% less ownership

Funds ownership: 110.56%109.6% (-0.96%)

15% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 144

Holders
427
Holders Change
+59
Holders Change %
+16.03%
% of All Funds
6.86%
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
122
Reduced
144
Closed
55
Calls
$385M
Puts
$337M
Net Calls
+$47.7M
Net Calls Change
+$49.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Sendero Wealth Management
Texas
$1.48M +$816K +5,109 +235%
SWS
202
SYSTM Wealth Solutions
Illinois
$1.47M +$1.16M +7,257 New
Teacher Retirement System of Texas
203
Teacher Retirement System of Texas
Texas
$1.47M -$354K -2,216 -23%
GVAG
204
Great Valley Advisor Group
Delaware
$1.46M -$60K -376 -5%
NAM
205
Nissay Asset Management
Japan
$1.46M -$3.35M -20,971 -74%
VPIM
206
Vanguard Personalized Indexing Management
California
$1.42M +$732K +4,582 +188%
PFO
207
Pathstone Family Office
New Jersey
$1.4M -$247K -1,547 -18%
FAM
208
Fred Alger Management
New York
$1.38M +$1.08M +6,791 New
APG Asset Management
209
APG Asset Management
Netherlands
$1.33M +$598K +3,746 +133%
CCM
210
Cohen Capital Management
California
$1.3M
PMEF
211
Point72 Middle East FZE
United Arab Emirates
$1.27M +$998K +6,251 New
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$1.27M +$171K +1,068 +21%
ECM
213
ExodusPoint Capital Management
New York
$1.22M -$2.32M -14,557 -71%
NFAM
214
North Fourth Asset Management
New Jersey
$1.22M +$958K +6,000 New
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21M -$278K -1,743 -23%
BCIM
216
British Columbia Investment Management
British Columbia, Canada
$1.18M -$116K -727 -11%
ELI
217
Empire Life Investments
Ontario, Canada
$1.16M -$2.23K -14 -0.2%
TCM
218
Tributary Capital Management
Nebraska
$1.16M +$43.8K +274 +5%
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$1.16M -$602K -3,772 -40%
PAM
220
Panagora Asset Management
Massachusetts
$1.14M -$517K -3,235 -37%
SC
221
Sepio Capital
Utah
$1.11M +$185K +1,161 +27%
Daiwa Securities Group
222
Daiwa Securities Group
Japan
$1.11M -$22.5K -141 -3%
ZB
223
Zions Bancorporation
Utah
$1.02M +$120K +754 +18%
SMDAM
224
Sumitomo Mitsui DS Asset Management
Japan
$1.02M +$225K +1,411 +39%
MSRPS
225
Maryland State Retirement & Pension System
Maryland
$1.01M