We are live on ! Find out more
BURL icon

Burlington

514 hedge funds and large institutions have $15.6B invested in Burlington in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 207 increasing their positions, 170 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 41

68% more call options, than puts

Call options by funds: $665M | Put options by funds: $397M

22% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 170

9% more funds holding

Funds holding: 470514 (+44)

1% more capital invested

Capital invested by funds: $15.5B → $15.6B (+$92.6M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.72% less ownership

Funds ownership: 103.59%101.87% (-1.7%)

Holders
514
Holders Change
+44
Holders Change %
+9.36%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
91
Increased
207
Reduced
170
Closed
41
Calls
$665M
Puts
$397M
Net Calls
+$268M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
276
Envestnet Portfolio Solutions
Illinois
$906K +$112K +542 +17%
CWM
277
CIBC World Markets
New York
$835K +$172K +837 +32%
AAS
278
Ameritas Advisory Services
Nebraska
$820K +$461K +2,241 +190%
Rafferty Asset Management
279
Rafferty Asset Management
New York
$813K +$199K +966 +40%
GCP
280
GSA Capital Partners
United Kingdom
$798K +$100K +486 +17%
NICM
281
Neo Ivy Capital Management
New York
$796K +$682K +3,316 New
Wealth Enhancement Advisory Services
282
Wealth Enhancement Advisory Services
Minnesota
$795K +$162K +789 +31%
V
283
ViaWealth
Kansas
$787K
Commonwealth Equity Services
284
Commonwealth Equity Services
Massachusetts
$775K -$184K -893 -22%
O
285
Ossiam
France
$770K +$81.3K +395 +14%
LOIM
286
Liberty One Investment Management
Illinois
$763K +$654K +3,180 New
BOH
287
Bank of Hawaii
Hawaii
$762K +$14K +68 +2%
Axa
288
Axa
France
$762K +$377K +1,833 +137%
SDIC
289
South Dakota Investment Council
South Dakota
$756K +$648K +3,150 New
Neuberger Berman Group
290
Neuberger Berman Group
New York
$754K -$11.1K -54 -2%
WG
291
Winton Group
United Kingdom
$733K -$391K -1,902 -38%
M&T Bank
292
M&T Bank
New York
$730K -$19.8K -96 -3%
ProShare Advisors
293
ProShare Advisors
Maryland
$723K -$22K -107 -3%
FNA
294
First National Advisers
Nebraska
$714K +$95.7K +465 +19%
MYIA
295
Mount Yale Investment Advisors
Colorado
$714K -$5.14K -25 -0.8%
EOJOAM
296
E. Ohman J:or Asset Management
Sweden
$696K +$103K +500 +21%
BMSSC
297
B. Metzler seel. Sohn & Co
Germany
$693K +$305K +1,482 +106%
CPBTD
298
Central Pacific Bank - Trust Division
Hawaii
$692K
JCM
299
Janney Capital Management
Pennsylvania
$678K +$123K +598 +27%
Capstone Investment Advisors
300
Capstone Investment Advisors
New York
$669K +$574K +2,787 New

BURL Hedge Fund Activity: Q2 2024 in Review

514 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q2 2024, worth a combined $15.6B — up 0.6% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BURL positions and 41 closed out — a net gain of 50 holders — while 207 added to existing stakes and 170 trimmed.

The largest buyer was SRS Investment Management, adding an estimated $164M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $299M.

  • 514 institutional investors held Burlington (BURL) as of Q2 2024, up from 470 in Q1 2024.
  • Funds reported $15.6B of Burlington stock for Q2 2024, up 0.6% quarter-over-quarter.
  • 91 funds opened new Burlington positions in Q2 2024 and 41 closed out, a net change of +50 holders.
  • The largest Burlington buyer in Q2 2024 was SRS Investment Management, an estimated $164M added.
  • The largest Burlington seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $299M sold.

Based on aggregated 13F filings for Q2 2024.