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Burford Capital

78 hedge funds and large institutions have $937M invested in Burford Capital in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

7% more funds holding

Funds holding: 7378 (+5)

6.05% more ownership

Funds ownership: 32.78%38.84% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

36% less capital invested

Capital invested by funds: $1.46B → $937M (-$522M)

70% less call options, than puts

Call options by funds: $98K | Put options by funds: $322K

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.23%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
26
Reduced
15
Closed
7
Calls
$98K
Puts
$322K
Net Calls
-$224K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$5.35M -$6.63M -696,000 -99%
Goldman Sachs
27
Goldman Sachs
New York
$5.16M +$2.4M +252,202 +82%
GLCM
28
Greenlea Lane Capital Management
Connecticut
$5.04M +$1.84M +193,342 +54%
AIA
29
Avalon Investment & Advisory
Texas
$4.61M +$2.05M +214,828 +75%
Swiss National Bank
30
Swiss National Bank
Switzerland
$4.01M +$284K +29,857 +7%
Citadel Advisors
31
Citadel Advisors
Florida
$2.39M +$1.12M +117,995 +83%
RP
32
Repertoire Partners
New York
$2.3M
Renaissance Technologies
33
Renaissance Technologies
New York
$2.1M +$1.35M +141,400 +163%
AIM
34
ARGA Investment Management
Connecticut
$1.63M
MGIM
35
M&G Investment Management
United Kingdom
$1.57M
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.54M -$2.22K -233 -0.1%
SCM
37
Springhouse Capital Management
Connecticut
$1.41M
Deutsche Bank
38
Deutsche Bank
Germany
$1.06M -$215K -22,602 -16%
Vanguard Group
39
Vanguard Group
Pennsylvania
$994K
HSBC Holdings
40
HSBC Holdings
United Kingdom
$984K +$8.5K +893 +0.8%
SA
41
Sycale Advisors
New York
$847K +$878K +92,221 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$842K +$821K +86,240 +1,627%
Ohio Public Employees Retirement System (OPERS)
43
Ohio Public Employees Retirement System (OPERS)
Ohio
$753K +$4.74K +498 +0.6%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$700K +$301K +31,649 +71%
PCP
45
Proficio Capital Partners
Massachusetts
$579K
HCA
46
Hyperion Capital Advisors
New York
$551K +$571K +60,000 New
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$499K +$116K +12,176 +29%
JP Morgan Chase
48
JP Morgan Chase
New York
$374K +$192K +20,117 +98%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$349K
MLIC
50
Mandatum Life Insurance Company
Finland
$301K

BUR Hedge Fund Activity: Q1 2022 in Review

78 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Burford Capital (BUR) for Q1 2022, worth a combined $937M — down 36% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BUR positions and 7 closed out — a net gain of 5 holders — while 26 added to existing stakes and 15 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $114M. The largest seller was Rovida Advisors, cutting an estimated $37.4M.

  • 78 institutional investors held Burford Capital (BUR) as of Q1 2022, up from 73 in Q4 2021.
  • Funds reported $937M of Burford Capital stock for Q1 2022, down 36% quarter-over-quarter.
  • 12 funds opened new Burford Capital positions in Q1 2022 and 7 closed out, a net change of +5 holders.
  • The largest Burford Capital buyer in Q1 2022 was Invesco, an estimated $114M added.
  • The largest Burford Capital seller in Q1 2022 was Rovida Advisors, an estimated $37.4M sold.

Based on aggregated 13F filings for Q1 2022.