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Burford Capital

183 hedge funds and large institutions have $3.96B invested in Burford Capital in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 21

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

23% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 53

15% more call options, than puts

Call options by funds: $5.72M | Put options by funds: $4.98M

9% more funds holding

Funds holding: 168183 (+15)

0.38% more ownership

Funds ownership: 52.78%53.15% (+0.38%)

30% less capital invested

Capital invested by funds: $5.63B → $3.96B (-$1.67B)

Holders
183
Holders Change
+15
Holders Change %
+8.93%
% of All Funds
2.41%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.18%
New
36
Increased
65
Reduced
53
Closed
21
Calls
$5.72M
Puts
$4.98M
Net Calls
+$743K
Net Calls Change
+$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$2.51B -$2.05M -152,685 -5%
BlackRock
2
BlackRock
New York
$142M +$1.01M +75,198 +0.7%
MCS
3
Mithaq Capital SPC
Saudi Arabia
$134M
Ameriprise
4
Ameriprise
Minnesota
$119M -$1.54M -114,914 -1%
PNAA
5
Pictet North America Advisors
Switzerland
$99.1M
OAG
6
Orbis Allan Gray
Bermuda
$83.6M +$2.18M +162,214 +3%
Teacher Retirement System of Texas
7
Teacher Retirement System of Texas
Texas
$81.2M -$19.5M -1,450,000 -19%
Invesco
8
Invesco
Georgia
$57.3M -$40.1M -2,987,650 -40%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$47.5M +$9.28M +691,269 +23%
State Street
10
State Street
Massachusetts
$41.8M +$4.5M +335,187 +11%
CI Investments Inc
11
CI Investments Inc
Ontario, Canada
$35M +$1.72M +128,047 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$30.5M -$227K -16,916 -0.7%
SA
13
Sycale Advisors
New York
$27.5M +$1.45M +107,983 +5%
EPIM
14
Evelyn Partners Investment Management
$26.4M +$27.4M +2,039,116 New
Morgan Stanley
15
Morgan Stanley
New York
$22.7M -$12.6M -936,672 -35%
BP
16
Bandera Partners
New York
$22.5M
GRIM
17
Greenhaven Road Investment Management
Connecticut
$20.5M -$201K -15,000 -0.9%
Baillie Gifford & Co
18
Baillie Gifford & Co
United Kingdom
$19.3M -$74.1K -5,519 -0.4%
Vanguard Group
19
Vanguard Group
Pennsylvania
$18.2M +$850K +63,346 +5%
EVC
20
Emeth Value Capital
Louisiana
$18M +$18.9M +1,410,162 New
DCM
21
DG Capital Management
New York
$16.4M +$702K +52,297 +4%
Northern Trust
22
Northern Trust
Illinois
$16M +$912K +67,929 +6%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$16M -$727K -54,168 -4%
OCAM
24
Onex Canada Asset Management
Ontario, Canada
$15.6M -$801K -59,689 -5%
PCM
25
PenderFund Capital Management
British Columbia, Canada
$14.1M

BUR Hedge Fund Activity: Q4 2024 in Review

183 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Burford Capital (BUR) for Q4 2024, worth a combined $3.96B — down 30% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BUR positions and 21 closed out — a net gain of 15 holders — while 65 added to existing stakes and 53 trimmed.

The largest buyer was Breach Inlet Capital Management, opening a new position worth an estimated $12.8M. The largest seller was Invesco, cutting an estimated $40.1M.

  • 183 institutional investors held Burford Capital (BUR) as of Q4 2024, up from 168 in Q3 2024.
  • Funds reported $3.96B of Burford Capital stock for Q4 2024, down 30% quarter-over-quarter.
  • 36 funds opened new Burford Capital positions in Q4 2024 and 21 closed out, a net change of +15 holders.
  • The largest Burford Capital buyer in Q4 2024 was Breach Inlet Capital Management, an estimated $12.8M added.
  • The largest Burford Capital seller in Q4 2024 was Invesco, an estimated $40.1M sold.

Based on aggregated 13F filings for Q4 2024.