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Burlington

413 hedge funds and large institutions have $8.86B invested in Burlington in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 160 increasing their positions, 140 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 140

3% less funds holding

Funds holding: 426413 (-13)

4.36% less ownership

Funds ownership: 104.8%100.43% (-4.4%)

17% less capital invested

Capital invested by funds: $10.7B → $8.86B (-$1.85B)

18% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 61

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

26% less call options, than puts

Call options by funds: $332M | Put options by funds: $448M

Holders
413
Holders Change
-13
Holders Change %
-3.05%
% of All Funds
6.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
50
Increased
160
Reduced
140
Closed
61
Calls
$332M
Puts
$448M
Net Calls
-$116M
Net Calls Change
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
251
MetLife Investment Management
New Jersey
$537K +$321 +2 +0.1%
JMPWA
252
JP Morgan Private Wealth Advisors
California
$521K -$42.3K -264 -6%
SPA
253
Sherbrooke Park Advisers
New York
$498K +$590K +3,680 New
M&T Bank
254
M&T Bank
New York
$496K -$205K -1,277 -26%
VPIM
255
Vanguard Personalized Indexing Management
California
$487K +$24.5K +153 +4%
LTAS
256
Linden Thomas Advisory Services
North Carolina
$472K +$231K +1,443 +70%
T
257
TOBAM
France
$457K -$526K -3,278 -49%
Assenagon Asset Management
258
Assenagon Asset Management
Luxembourg
$450K +$164K +1,022 +44%
Baird Financial Group
259
Baird Financial Group
Wisconsin
$450K +$20.7K +129 +4%
V
260
ViaWealth
Kansas
$444K -$283K -1,766 -35%
EOJOAM
261
E. Ohman J:or Asset Management
Sweden
$433K
CC
262
Centiva Capital
New York
$432K +$512K +3,193 New
OAM
263
Ostrum Asset Management
France
$425K +$387K +2,415 +331%
Prudential Financial
264
Prudential Financial
New Jersey
$424K +$642 +4 +0.1%
FIA
265
FNY Investment Advisers
New York
$405K +$289K +1,800 +150%
PP
266
Prudential plc
United Kingdom
$404K -$3.05K -19 -0.6%
GIA
267
Gateway Investment Advisers
Ohio
$400K -$2.48M -15,444 -84%
VF
268
Virtu Financial
New York
$394K +$468K +2,915 New
Rafferty Asset Management
269
Rafferty Asset Management
New York
$392K -$150K -933 -24%
QT
270
Quantamental Technologies
New York
$390K +$463K +2,885 New
SI
271
Shaker Investments
Ohio
$387K +$459K +2,861 New
SL
272
Sonnipe Ltd
Isle Of Man
$383K -$18.4K -115 -4%
SAM
273
Storebrand Asset Management
Norway
$380K +$45.1K +281 +11%
II
274
Inspire Investing
Idaho
$370K -$349K -2,173 -44%
ACA
275
Affinity Capital Advisors
California
$354K

BURL Hedge Fund Activity: Q3 2023 in Review

413 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q3 2023, worth a combined $8.86B — down 17% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of BURL and 50 opened new positions — a net loss of 11 holders — while 140 trimmed existing stakes and 160 added.

The largest buyer was Citadel Advisors, adding an estimated $175M. The largest seller was T. Rowe Price Associates, cutting an estimated $467M.

  • 413 institutional investors held Burlington (BURL) as of Q3 2023, down from 426 in Q2 2023.
  • Funds reported $8.86B of Burlington stock for Q3 2023, down 17% quarter-over-quarter.
  • 50 funds opened new Burlington positions in Q3 2023 and 61 closed out, a net change of -11 holders.
  • The largest Burlington buyer in Q3 2023 was Citadel Advisors, an estimated $175M added.
  • The largest Burlington seller in Q3 2023 was T. Rowe Price Associates, an estimated $467M sold.

Based on aggregated 13F filings for Q3 2023.