We are live on ! Find out more
BUR icon

Burford Capital

158 hedge funds and large institutions have $8.1B invested in Burford Capital in 2024 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more capital invested

Capital invested by funds: $5.1B → $8.1B (+$3B)

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

11% more funds holding

Funds holding: 142158 (+16)

5.59% more ownership

Funds ownership: 47.64%53.23% (+5.6%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

29% less call options, than puts

Call options by funds: $12.3M | Put options by funds: $17.2M

Holders
158
Holders Change
+16
Holders Change %
+11.27%
% of All Funds
2.28%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
52
Increased
52
Reduced
33
Closed
35
Calls
$12.3M
Puts
$17.2M
Net Calls
-$4.91M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$5.22B +$66.4M +4,523,087 +368%
MGP
2
M&G plc
United Kingdom
$1.46B
MCS
3
Mithaq Capital SPC
Saudi Arabia
$138M -$117M -7,983,586 -43%
BlackRock
4
BlackRock
New York
$137M +$154M +10,520,161 +1,509,349%
Ameriprise
5
Ameriprise
Minnesota
$119M +$4.42M +301,336 +3%
Invesco
6
Invesco
Georgia
$109M -$3.49M -237,949 -3%
Teacher Retirement System of Texas
7
Teacher Retirement System of Texas
Texas
$99.4M +$13.5M +920,000 +14%
PNAA
8
Pictet North America Advisors
Switzerland
$98.6M
OAG
9
Orbis Allan Gray
Bermuda
$81.2M +$4.7M +320,466 +5%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$39.8M +$512K +34,845 +1%
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$32M +$510K +34,725 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$31.5M +$35.5M +2,417,330 New
State Street
13
State Street
Massachusetts
$30.9M +$34.7M +2,364,413 New
Morgan Stanley
14
Morgan Stanley
New York
$30M +$25M +1,699,804 +282%
SA
15
Sycale Advisors
New York
$28.2M +$8.83M +601,708 +39%
BP
16
Bandera Partners
New York
$23.1M
GRIM
17
Greenhaven Road Investment Management
Connecticut
$21.2M
Baillie Gifford & Co
18
Baillie Gifford & Co
United Kingdom
$19.8M +$3.04M +207,157 +16%
OCAM
19
Onex Canada Asset Management
Ontario, Canada
$17M +$646K +44,023 +3%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$16.6M -$333K -22,656 -2%
Vanguard Group
21
Vanguard Group
Pennsylvania
$14.8M +$14.7M +1,000,693 +734%
TAM
22
Timucuan Asset Management
Florida
$14.4M
DCM
23
DG Capital Management
New York
$14M +$2.69M +183,224 +21%
PCM
24
PenderFund Capital Management
British Columbia, Canada
$13.8M -$113K -7,700 -1%
Marshall Wace
25
Marshall Wace
United Kingdom
$13.7M +$5.63M +383,577 +57%

BUR Hedge Fund Activity: Q2 2024 in Review

158 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Burford Capital (BUR) for Q2 2024, worth a combined $8.1B — up 59% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new BUR positions and 35 closed out — a net gain of 17 holders — while 52 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $154M. The largest seller was Mithaq Capital SPC, cutting an estimated $117M.

  • 158 institutional investors held Burford Capital (BUR) as of Q2 2024, up from 142 in Q1 2024.
  • Funds reported $8.1B of Burford Capital stock for Q2 2024, up 59% quarter-over-quarter.
  • 52 funds opened new Burford Capital positions in Q2 2024 and 35 closed out, a net change of +17 holders.
  • The largest Burford Capital buyer in Q2 2024 was BlackRock, an estimated $154M added.
  • The largest Burford Capital seller in Q2 2024 was Mithaq Capital SPC, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2024.