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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
IC
126
IEQ Capital
California
$160K +$148K +10,000 New
C
127
Covestor
United Kingdom
$150K
GWMI
128
Guardian Wealth Management (Illinois)
Illinois
$129K
FMP
129
Financial Management Professionals
Texas
$98K
SPIA
130
Steward Partners Investment Advisory
New York
$75K +$16.9K +1,139 +32%
TCPG
131
Trivant Custom Portfolio Group
California
$51.1K -$11.9K -800 -20%
Lazard Asset Management
132
Lazard Asset Management
New York
$39K -$2.76K -186 -7%
AIM
133
Anchor Investment Management
South Carolina
$31.9K
Fidelity Investments
134
Fidelity Investments
Massachusetts
$17.1K -$1.5K -101 -8%
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$14K
BlackRock
136
BlackRock
New York
$11.1K -$3.52M -237,235 -100%
Osaic Holdings
137
Osaic Holdings
Arizona
$5.87K
Wells Fargo
138
Wells Fargo
California
$4.13K
EWA
139
EverSource Wealth Advisors
Alabama
$3.7K -$74 -5 -2%
BTI
140
Blue Trust Inc
Georgia
$1.37K +$1.28K +86 New
Macquarie Group
141
Macquarie Group
Australia
$80 +$74.4K +5,016 New
BCP
142
Bayberry Capital Partners
New York
-$6.47M -415,000 Closed
Two Sigma Investments
143
Two Sigma Investments
New York
-$2.82M -180,642 Closed
Charles Schwab
144
Charles Schwab
California
-$2.17M -138,888 Closed
Renaissance Technologies
145
Renaissance Technologies
New York
-$1.52M -97,600 Closed
HI
146
Helikon Investments
United Kingdom
-$780K -50,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
147
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$643K -41,200 Closed
VF
148
Virtu Financial
New York
-$583K -37,343 Closed
State of Tennessee, Department of Treasury
149
State of Tennessee, Department of Treasury
Tennessee
-$562K -36,007 Closed
SEI Investments
150
SEI Investments
Pennsylvania
-$491K -31,486 Closed

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.