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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
HighTower Advisors
51
HighTower Advisors
Illinois
$300K
CLOS
52
Compagnie Lombard Odier SCmA
Switzerland
$274K
HC
53
Henshaw Capital
Massachusetts
$266K
SIS
54
Susquehanna International Securities
Ireland
$247K +$257K +27,023 New
Zurich Cantonal Bank
55
Zurich Cantonal Bank
Switzerland
$239K
OQS
56
Occudo Quantitative Strategies
Florida
$214K +$222K +23,313 New
Morgan Stanley
57
Morgan Stanley
New York
$207K +$130K +13,692 +155%
Balyasny Asset Management
58
Balyasny Asset Management
Illinois
$194K +$201K +21,082 New
Neuberger Berman Group
59
Neuberger Berman Group
New York
$182K
TWC
60
TD Waterhouse Canada
Ontario, Canada
$175K
C
61
Certuity
Florida
$162K
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$161K +$49.8K +5,228 +42%
KC
63
Knuff & Co
California
$138K -$66.6K -7,000 -32%
SSA
64
Schonfeld Strategic Advisors
New York
$137K +$142K +14,900 New
PAMS
65
Pictet Asset Management (Switzerland)
Switzerland
$135K
Two Sigma Investments
66
Two Sigma Investments
New York
$125K +$130K +13,614 New
AllianceBernstein
67
AllianceBernstein
Tennessee
$110K
Simplex Trading
68
Simplex Trading
Illinois
$97K +$70.5K +7,404 +228%
FMP
69
Financial Management Professionals
Texas
$88K +$21.6K +2,270 +31%
BlackRock
70
BlackRock
New York
$56K -$15.9M -1,672,288 -100%
GWMI
71
Guardian Wealth Management (Illinois)
Illinois
$55K
Citigroup
72
Citigroup
New York
$25K +$26.1K +2,737 +273,700%
TRCT
73
Tower Research Capital (TRC)
New York
$19K -$1.93K -203 -9%
HR
74
Howe & Rusling
New York
$14K
Public Employees Retirement Association of Colorado
75
Public Employees Retirement Association of Colorado
Colorado
$8K

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.