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Burlington
BURL

446 hedge funds and large institutions have $18.7B invested in Burlington in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 136 increasing their positions, 168 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

58% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 50

25% more capital invested

Capital invested by funds: $14.9B → $18.7B (+$3.76B)

6% more funds holding

Funds holding: 420 → 446 (+26)

1.86% less ownership

Funds ownership: 109.6% → 107.74% (-1.9%)

19% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 168

26% less call options, than puts

Call options by funds: $114M | Put options by funds: $153M

Holders
446
Holders Change
+26
Holders Change %
+6.19%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
79
Increased
136
Reduced
168
Closed
50
Calls
$114M
Puts
$153M
Net Calls
-$39.2M
Net Calls Change
-$24.8M

Top Buyers

1
CTA
Carillon Tower Advisers
Florida
+$94.1M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$73M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$65.7M
4
JCM
Junto Capital Management
New York
+$64.3M
5
DCP
Durable Capital Partners
Maryland
+$53.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$189M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$85.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$75.5M
4
MCM
Melvin Capital Management
New York
-$72.1M
5
SC
Samlyn Capital
New York
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
226
AlphaCrest Capital Management
New York
$1.3M +$370K +1,662 +50%
KeyBank National Association
227
KeyBank National Association
Ohio
$1.29M +$86.4K +388 +9%
NIP
228
Nicholas Investment Partners
California
$1.29M +$672K +3,017 +158%
GCP
229
GSA Capital Partners
United Kingdom
$1.25M +$406K +1,824 +62%
Tudor Investment Corp
230
Tudor Investment Corp
Connecticut
$1.23M +$580K +2,604 +124%
WBC
231
Westpac Banking Corp
Australia
$1.21M – – –
MLICM
232
Metropolitan Life Insurance Company (MetLife)
New York
$1.19M -$20.1K -90 -2%
IB
233
Intrust Bank
Kansas
$1.17M -$10.7K -48 -1%
Prudential Financial
234
Prudential Financial
New Jersey
$1.16M -$29K -130 -3%
JG
235
Jefferies Group
New York
$1.11M +$949K +4,260 New
HighTower Advisors
236
HighTower Advisors
Illinois
$1.09M +$23.2K +104 +3%
ELI
237
Empire Life Investments
Ontario, Canada
$1.09M +$927K +4,162 New
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$1.01M -$194K -872 -18%
GC
239
Guggenheim Capital
Illinois
$951K +$321K +1,440 +66%
SMDAM
240
Sumitomo Mitsui DS Asset Management
Japan
$948K -$36.8K -165 -4%
VF
241
Virtu Financial
New York
$942K +$502K +2,254 +167%
WG
242
Winton Group
United Kingdom
$940K -$3.91M -17,566 -83%
CS
243
Candriam SCA
Luxembourg
$935K +$70.8K +318 +10%
Caisse de Depot et Placement du Quebec (CDPQ)
244
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$933K -$141K -633 -15%
IMRF
245
Illinois Municipal Retirement Fund
Illinois
$908K +$84.7K +380 +12%
AB
246
Amalgamated Bank
New York
$873K -$10.2K -46 -1%
S
247
Seeyond
France
$872K -$4.01K -18 -0.5%
MYIA
248
Mount Yale Investment Advisors
Colorado
$872K +$11.1K +50 +2%
MCM
249
MAI Capital Management
Ohio
$865K -$27.6K -124 -4%
EOJOAM
250
E. Ohman J:or Asset Management
Sweden
$837K +$178K +800 +33%
8 9
10
11 12

BURL Hedge Fund Activity: Q4 2020 in Review

446 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2020, worth a combined $18.7B — up 25% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BURL positions and 50 closed out — a net gain of 29 holders — while 136 added to existing stakes and 168 trimmed.

The largest buyer was Carillon Tower Advisers, adding an estimated $94.1M. The largest seller was Capital World Investors, cutting an estimated $189M.

  • 446 institutional investors held Burlington (BURL) as of Q4 2020, up from 420 in Q3 2020.
  • Funds reported $18.7B of Burlington stock for Q4 2020, up 25% quarter-over-quarter.
  • 79 funds opened new Burlington positions in Q4 2020 and 50 closed out, a net change of +29 holders.
  • The largest Burlington buyer in Q4 2020 was Carillon Tower Advisers, an estimated $94.1M added.
  • The largest Burlington seller in Q4 2020 was Capital World Investors, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2020.