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Burlington

487 hedge funds and large institutions have $19.7B invested in Burlington in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 182 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more call options, than puts

Call options by funds: $199M | Put options by funds: $161M

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0.23% less ownership

Funds ownership: 104.13%103.9% (-0.23%)

1% less funds holding

Funds holding: 490487 (-3)

4% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 182

12% less capital invested

Capital invested by funds: $22.3B → $19.7B (-$2.64B)

Holders
487
Holders Change
-3
Holders Change %
-0.61%
% of All Funds
8.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
55
Increased
174
Reduced
182
Closed
54
Calls
$199M
Puts
$161M
Net Calls
+$38.2M
Net Calls Change
+$89.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IB
251
Intrust Bank
Kansas
$1.24M +$17.6K +55 +1%
KeyBank National Association
252
KeyBank National Association
Ohio
$1.23M -$34.5K -108 -2%
Ensign Peak Advisors
253
Ensign Peak Advisors
Utah
$1.22M +$1.37M +4,285 New
MLICM
254
Metropolitan Life Insurance Company (MetLife)
New York
$1.21M -$44.8K -140 -3%
APG Asset Management
255
APG Asset Management
Netherlands
$1.2M -$384K -1,200 -20%
Voloridge Investment Management
256
Voloridge Investment Management
Florida
$1.2M -$19.8M -61,839 -94%
PFO
257
Pathstone Family Office
New Jersey
$1.19M -$55.3K -173 -4%
LOAMU
258
Lombard Odier Asset Management (USA)
New York
$1.14M +$487K +1,525 +61%
AIMCA
259
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.13M +$32K +100 +3%
Stifel Financial
260
Stifel Financial
Missouri
$1.13M +$63.6K +199 +5%
PSUF
261
People's United Financial
Connecticut
$1.13M -$32.9K -103 -3%
Nordea Investment Management
262
Nordea Investment Management
Sweden
$1.13M
JMPWA
263
JP Morgan Private Wealth Advisors
California
$1.13M -$515K -1,611 -29%
SAM
264
Silvercrest Asset Management
New York
$1.12M +$101K +315 +9%
XT
265
XTX Topco
Cayman Islands
$1.1M +$653K +2,042 +111%
CS
266
Candriam SCA
Luxembourg
$1.09M +$114K +358 +10%
AI
267
Atria Investments
North Carolina
$1.07M +$1.21M +3,770 New
MC
268
Maverick Capital
Texas
$1.05M +$1.19M +3,719 New
SMDAM
269
Sumitomo Mitsui DS Asset Management
Japan
$1.02M -$7.67K -24 -0.7%
HC
270
Henshaw Capital
Massachusetts
$947K
Rafferty Asset Management
271
Rafferty Asset Management
New York
$945K +$32.9K +103 +3%
S
272
Seeyond
France
$940K -$10.9K -34 -1%
MCM
273
MAI Capital Management
Ohio
$935K +$8.95K +28 +0.9%
MYIA
274
Mount Yale Investment Advisors
Colorado
$922K -$35.8K -112 -3%
YIH
275
Y-Intercept (HK)
Hong Kong
$881K +$138K +433 +16%

BURL Hedge Fund Activity: Q3 2021 in Review

487 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q3 2021, worth a combined $19.7B — down 12% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BURL positions and 54 closed out — a net gain of 1 holder — while 174 added to existing stakes and 182 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $371M. The largest seller was Capital Research Global Investors, cutting an estimated $674M.

  • 487 institutional investors held Burlington (BURL) as of Q3 2021, down from 490 in Q2 2021.
  • Funds reported $19.7B of Burlington stock for Q3 2021, down 12% quarter-over-quarter.
  • 55 funds opened new Burlington positions in Q3 2021 and 54 closed out, a net change of +1 holder.
  • The largest Burlington buyer in Q3 2021 was AllianceBernstein, an estimated $371M added.
  • The largest Burlington seller in Q3 2021 was Capital Research Global Investors, an estimated $674M sold.

Based on aggregated 13F filings for Q3 2021.