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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
XM
276
XTX Markets
New York
$503K +$428K +1,923 New
CWM
277
Chesapeake Wealth Management
Virginia
$502K -$33.9K -152 -7%
CB
278
Commerce Bank
Missouri
$502K -$6.01K -27 -1%
JCM
279
Janney Capital Management
Pennsylvania
$487K +$891 +4 +0.2%
RI
280
Redwood Investments
Massachusetts
$484K -$1.34K -6 -0.3%
RJT
281
Raymond James Trust
Florida
$484K +$23.4K +105 +6%
AWM
282
Avior Wealth Management
Nebraska
$481K -$174K -780 -30%
RFC
283
Regions Financial Corp
Alabama
$480K -$16.7K -75 -4%
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$459K +$31.9K +143 +9%
MAM
285
Marquette Asset Management
Minnesota
$454K – – –
DC
286
Davenport & Co
Virginia
$452K – – –
FI
287
FormulaFolio Investments
Michigan
$452K +$385K +1,728 New
BCV
288
Banque Cantonale Vaudoise
Switzerland
$444K – – –
FHB
289
First Hawaiian Bank
Hawaii
$412K – – –
PAS
290
Park Avenue Securities
New York
$411K +$20.9K +94 +6%
GLA
291
Great Lakes Advisors
Illinois
$402K +$3.56K +16 +1%
Cetera Investment Advisers
292
Cetera Investment Advisers
Illinois
$401K +$342K +1,534 New
TRCT
293
Tower Research Capital (TRC)
New York
$395K -$27.8K -125 -8%
JSC
294
Jackson Square Capital
California
$392K -$13.8K -62 -4%
LNWWM
295
Laird Norton Wetherby Wealth Management
California
$384K -$68.4K -307 -17%
WAM
296
World Asset Management
Michigan
$381K +$891 +4 +0.3%
RB
297
Renasant Bank
Mississippi
$375K +$319K +1,434 New
ONB
298
Old National Bancorp
Indiana
$364K -$17.8K -80 -5%
CP
299
Covenant Partners
Tennessee
$361K – – –
Chevy Chase Trust
300
Chevy Chase Trust
Maryland
$360K +$83.8K +376 +38%
10 11
12
13 14

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.