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Burford Capital

142 hedge funds and large institutions have $5.1B invested in Burford Capital in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more funds holding

Funds holding: 138142 (+4)

1.13% more ownership

Funds ownership: 46.51%47.64% (+1.1%)

1% more capital invested

Capital invested by funds: $5.06B → $5.1B (+$38.4M)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

37% less call options, than puts

Call options by funds: $12M | Put options by funds: $18.9M

Holders
142
Holders Change
+4
Holders Change %
+2.9%
% of All Funds
2.05%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
28
Increased
41
Reduced
42
Closed
23
Calls
$12M
Puts
$18.9M
Net Calls
-$6.89M
Net Calls Change
+$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$15.6M +$9.49M +640,047 +191%
Bank of America
27
Bank of America
North Carolina
$14.8M -$2.56M -172,773 -16%
DCM
28
DG Capital Management
New York
$14.2M +$21.8K +1,472 +0.2%
Federated Hermes
29
Federated Hermes
Pennsylvania
$12.8M -$897K -60,500 -7%
Marshall Wace
30
Marshall Wace
United Kingdom
$10.7M +$9.13M +615,777 +1,198%
Morgan Stanley
31
Morgan Stanley
New York
$9.61M -$2.63M -177,143 -23%
CSS
32
Cubist Systematic Strategies
Connecticut
$9.3M +$6.1M +411,391 +241%
MG
33
Marex Group
$8.7M
Barclays
34
Barclays
United Kingdom
$7.81M -$6M -404,533 -45%
CA
35
Claar Advisors
New York
$7.75M
FFA
36
First Foundation Advisors
California
$7.57M
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$7.31M -$5.92M -398,750 -47%
HF
38
HRT Financial
New York
$7.11M +$3.36M +226,403 +103%
JP Morgan Chase
39
JP Morgan Chase
New York
$6.91M -$5.93M -400,010 -48%
BCM
40
Basswood Capital Management
New York
$6.75M
RA
41
Rovida Advisors
Florida
$6.67M +$6.3M +424,999 New
HKAM
42
Horizon Kinetics Asset Management
New York
$5.89M +$17.2K +1,160 +0.3%
UBS Group
43
UBS Group
Switzerland
$5.79M +$2.35M +158,475 +78%
Swiss National Bank
44
Swiss National Bank
Switzerland
$5.76M
EAM
45
Exane Asset Management
France
$5.71M -$76.7K -5,173 -1%
CM
46
Crestline Management
Texas
$5.11M +$4.75M +320,000 New
HighTower Advisors
47
HighTower Advisors
Illinois
$5.07M +$281K +18,956 +6%
Citigroup
48
Citigroup
New York
$4.94M -$5.28M -355,653 -53%
MGM
49
Miura Global Management
New York
$4.39M -$2.45M -165,000 -38%
Corient Private Wealth
50
Corient Private Wealth
Florida
$4.37M -$37.8K -2,545 -0.9%

BUR Hedge Fund Activity: Q1 2024 in Review

142 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Burford Capital (BUR) for Q1 2024, worth a combined $5.1B — up 0.76% from $5.06B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BUR positions and 23 closed out — a net gain of 5 holders — while 41 added to existing stakes and 42 trimmed.

The largest buyer was Millennium Management, adding an estimated $33.9M. The largest seller was Mithaq Capital SPC, cutting an estimated $66.8M.

  • 142 institutional investors held Burford Capital (BUR) as of Q1 2024, up from 138 in Q4 2023.
  • Funds reported $5.1B of Burford Capital stock for Q1 2024, up 0.76% quarter-over-quarter.
  • 28 funds opened new Burford Capital positions in Q1 2024 and 23 closed out, a net change of +5 holders.
  • The largest Burford Capital buyer in Q1 2024 was Millennium Management, an estimated $33.9M added.
  • The largest Burford Capital seller in Q1 2024 was Mithaq Capital SPC, an estimated $66.8M sold.

Based on aggregated 13F filings for Q1 2024.