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Burford Capital

80 hedge funds and large institutions have $929M invested in Burford Capital in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $6.54M | Put options by funds: $1.7M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

3% more funds holding

Funds holding: 7880 (+2)

1% less capital invested

Capital invested by funds: $937M → $929M (-$7.72M)

1.58% less ownership

Funds ownership: 38.84%37.26% (-1.6%)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.35%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
10
Increased
22
Reduced
26
Closed
8
Calls
$6.54M
Puts
$1.7M
Net Calls
+$4.84M
Net Calls Change
+$5.06M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$204M +$101K +11,469 +5%
CI Investments Inc
2
CI Investments Inc
Ontario, Canada
$115M -$1.6M -182,345 -2%
Ameriprise
3
Ameriprise
Minnesota
$108M -$1.27M -144,842 -1%
Invesco
4
Invesco
Georgia
$108M -$11.4M -1,296,413 -11%
PNAA
5
Pictet North America Advisors
Switzerland
$74.8M
BCP
6
Bayberry Capital Partners
New York
$42.6M +$11.1M +1,260,000 +43%
Teacher Retirement System of Texas
7
Teacher Retirement System of Texas
Texas
$40.4M
OAG
8
Orbis Allan Gray
Bermuda
$29.8M +$25.2K +2,873 +0.1%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$16.4M +$479K +54,550 +3%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$16.1M +$1.47M +167,790 +11%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$15.5M +$674K +76,720 +5%
PCM
12
PenderFund Capital Management
British Columbia, Canada
$14.7M -$1.31M -149,589 -12%
BCM
13
Basswood Capital Management
New York
$11.8M -$844K -96,151 -8%
TAM
14
Timucuan Asset Management
Florida
$11.1M
Federated Hermes
15
Federated Hermes
Pennsylvania
$10.5M
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$10.1M -$4.12M -469,300 -32%
BP
17
Bandera Partners
New York
$9.63M +$974K +110,905 +13%
Bank of America
18
Bank of America
North Carolina
$8.1M -$1.23M -139,593 -15%
SA
19
Sycale Advisors
New York
$8.06M +$6.21M +707,041 +767%
NONA
20
Ninety One North America
New York
$7.3M -$2.31M -263,398 -27%
JP Morgan Chase
21
JP Morgan Chase
New York
$6.78M +$5.54M +631,399 +1,550%
Barclays
22
Barclays
United Kingdom
$6.59M -$1.33M -151,276 -19%
GLCM
23
Greenlea Lane Capital Management
Connecticut
$5.31M -$193K -22,019 -4%
PFO
24
Pathstone Family Office
New Jersey
$5.3M +$4.61M +525,310 New
AIA
25
Avalon Investment & Advisory
Texas
$4.9M -$135K -15,340 -3%

BUR Hedge Fund Activity: Q2 2022 in Review

80 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Burford Capital (BUR) for Q2 2022, worth a combined $929M — down 0.82% from $937M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BUR positions and 8 closed out — a net gain of 2 holders — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Bayberry Capital Partners, adding an estimated $11.1M. The largest seller was Ninety One (UK), exiting entirely with an estimated $13.2M sold.

  • 80 institutional investors held Burford Capital (BUR) as of Q2 2022, up from 78 in Q1 2022.
  • Funds reported $929M of Burford Capital stock for Q2 2022, down 0.82% quarter-over-quarter.
  • 10 funds opened new Burford Capital positions in Q2 2022 and 8 closed out, a net change of +2 holders.
  • The largest Burford Capital buyer in Q2 2022 was Bayberry Capital Partners, an estimated $11.1M added.
  • The largest Burford Capital seller in Q2 2022 was Ninety One (UK), an estimated $13.2M sold.

Based on aggregated 13F filings for Q2 2022.