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Burford Capital

168 hedge funds and large institutions have $5.63B invested in Burford Capital in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 19

41% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 44

6% more funds holding

Funds holding: 158168 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.46% less ownership

Funds ownership: 53.23%52.78% (-0.46%)

30% less capital invested

Capital invested by funds: $8.1B → $5.63B (-$2.47B)

75% less call options, than puts

Call options by funds: $5M | Put options by funds: $19.8M

Holders
168
Holders Change
+10
Holders Change %
+6.33%
% of All Funds
2.41%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
29
Increased
62
Reduced
44
Closed
19
Calls
$5M
Puts
$19.8M
Net Calls
-$14.8M
Net Calls Change
-$9.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.82B -$36.7M -2,763,582 -48%
MGP
2
M&G plc
United Kingdom
$1.33B -$1.7M -128,261 -11%
BlackRock
3
BlackRock
New York
$147M +$7.67M +578,280 +5%
MCS
4
Mithaq Capital SPC
Saudi Arabia
$140M
Ameriprise
5
Ameriprise
Minnesota
$123M +$2.79M +210,017 +2%
Teacher Retirement System of Texas
6
Teacher Retirement System of Texas
Texas
$104M +$2.65M +200,000 +3%
PNAA
7
Pictet North America Advisors
Switzerland
$102M
Invesco
8
Invesco
Georgia
$99.2M -$11.7M -883,946 -11%
OAG
9
Orbis Allan Gray
Bermuda
$84.8M +$2.26M +170,212 +3%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$40.3M -$216K -16,282 -0.5%
State Street
11
State Street
Massachusetts
$39.1M +$7.73M +582,514 +25%
Morgan Stanley
12
Morgan Stanley
New York
$36M +$5.47M +412,358 +18%
CI Investments Inc
13
CI Investments Inc
Ontario, Canada
$34.7M +$2.18M +164,389 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$32M -$63.9K -4,816 -0.2%
SA
15
Sycale Advisors
New York
$27.2M -$1.46M -109,706 -5%
BP
16
Bandera Partners
New York
$23.4M
GRIM
17
Greenhaven Road Investment Management
Connecticut
$21.5M
Baillie Gifford & Co
18
Baillie Gifford & Co
United Kingdom
$19.8M -$553K -41,659 -3%
Vanguard Group
19
Vanguard Group
Pennsylvania
$18.1M +$3.03M +228,681 +20%
OCAM
20
Onex Canada Asset Management
Ontario, Canada
$17.1M -$207K -15,603 -1%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$17.1M +$13K +982 +0.1%
DCM
22
DG Capital Management
New York
$16.4M +$2.15M +162,240 +15%
Northern Trust
23
Northern Trust
Illinois
$15.8M +$14.9M +1,123,526 +1,724%
Goldman Sachs
24
Goldman Sachs
New York
$14.6M +$1.88M +141,759 +15%
TAM
25
Timucuan Asset Management
Florida
$14.6M

BUR Hedge Fund Activity: Q3 2024 in Review

168 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Burford Capital (BUR) for Q3 2024, worth a combined $5.63B — down 30% from $8.1B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BUR positions and 19 closed out — a net gain of 10 holders — while 62 added to existing stakes and 44 trimmed.

The largest buyer was Northern Trust, adding an estimated $14.9M. The largest seller was Bank of Montreal, cutting an estimated $36.7M.

  • 168 institutional investors held Burford Capital (BUR) as of Q3 2024, up from 158 in Q2 2024.
  • Funds reported $5.63B of Burford Capital stock for Q3 2024, down 30% quarter-over-quarter.
  • 29 funds opened new Burford Capital positions in Q3 2024 and 19 closed out, a net change of +10 holders.
  • The largest Burford Capital buyer in Q3 2024 was Northern Trust, an estimated $14.9M added.
  • The largest Burford Capital seller in Q3 2024 was Bank of Montreal, an estimated $36.7M sold.

Based on aggregated 13F filings for Q3 2024.