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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.68B +$171M +781,685 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.07B +$7.24M +33,036 +0.6%
Capital Research Global Investors
3
Capital Research Global Investors
California
$667M +$82M +374,400 +11%
BlackRock
4
BlackRock
New York
$611M +$20M +91,235 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$586M +$51.7M +235,932 +8%
Artisan Partners
6
Artisan Partners
Wisconsin
$530M +$28.3M +129,256 +5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$446M +$76.7M +349,892 +17%
JP Morgan Chase
8
JP Morgan Chase
New York
$445M +$78M +356,086 +17%
Adage Capital Partners
9
Adage Capital Partners
Massachusetts
$424M +$174M +795,129 +52%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$353M +$65.7M +299,797 +18%
N
11
Nuveen
North Carolina
$337M -$3.91M -17,827 -1%
Goldman Sachs
12
Goldman Sachs
New York
$306M +$104M +475,387 +39%
Capital International Investors
13
Capital International Investors
California
$279M -$79.6M -363,045 -19%
State Street
14
State Street
Massachusetts
$258M +$3.61M +16,452 +1%
Capital World Investors
15
Capital World Investors
California
$231M -$161K -733 -0.1%
DCP
16
D1 Capital Partners
New York
$207M -$10.6M -48,569 -4%
Alkeon Capital Management
17
Alkeon Capital Management
New York
$200M -$25.6M -116,640 -10%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$189M +$13.8M +63,098 +6%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$184M -$11.6M -53,136 -5%
Parnassus Investments
20
Parnassus Investments
California
$183M +$19.9M +90,918 +10%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$182M +$4.03M +18,372 +2%
Bessemer Group
22
Bessemer Group
New Jersey
$171M +$54.9M +250,414 +36%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$151M +$6.81M +31,087 +4%
Victory Capital Management
24
Victory Capital Management
Texas
$139M -$15.8M -72,231 -9%
ACM
25
Atlanta Capital Management
Georgia
$125M +$42.3M +192,913 +39%

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.