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Burlington

571 hedge funds and large institutions have $19.1B invested in Burlington in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 207 increasing their positions, 214 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

14% more capital invested

Capital invested by funds: $16.8B → $19.1B (+$2.3B)

5.18% more ownership

Funds ownership: 100.62%105.8% (+5.2%)

8% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 78

0% less funds holding

Funds holding: 573571 (-2)

3% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 214

48% less call options, than puts

Call options by funds: $283M | Put options by funds: $549M

Holders
571
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
7.52%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.18%
New
84
Increased
207
Reduced
214
Closed
78
Calls
$283M
Puts
$549M
Net Calls
-$266M
Net Calls Change
-$344M
Name Holding Trade Value Shares
Change
Change in
Stake
LCG
276
Lisanti Capital Growth
New York
$1.33M +$185K +685 +17%
CB
277
Commerce Bank
Missouri
$1.33M +$1.62K +6 +0.1%
PIM
278
Plato Investment Management
Australia
$1.32M +$104K +384 +9%
Janney Montgomery Scott
279
Janney Montgomery Scott
Pennsylvania
$1.32M +$37.8K +140 +3%
Mackenzie Financial
280
Mackenzie Financial
Ontario, Canada
$1.29M +$1.22M +4,520 New
DILIC
281
Dai-ichi Life Insurance Company
Japan
$1.29M
Two Sigma Investments
282
Two Sigma Investments
New York
$1.22M -$2.16M -8,009 -65%
Lazard Asset Management
283
Lazard Asset Management
New York
$1.2M -$3.19M -11,823 -74%
QIM
284
Quantitative Investment Management
Virginia
$1.19M +$744K +2,754 +194%
SB
285
SIG Brokerage
New York
$1.15M +$1.09M +4,048 New
PMWMG
286
Parr McKnight Wealth Management Group
Minnesota
$1.15M +$1.09M +4,047 New
PC
287
Panoramic Capital
California
$1.13M +$1.08M +3,980 New
Envestnet Portfolio Solutions
288
Envestnet Portfolio Solutions
Illinois
$1.13M -$18.9K -70 -2%
BNP Paribas Asset Management
289
BNP Paribas Asset Management
France
$1.11M +$392K +1,452 +60%
PI
290
PGGM Investments
Netherlands
$1.11M +$228K +843 +28%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$1.08M -$396K -1,465 -28%
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$1.07M -$28.1K -104 -3%
APWM
293
Argonautica Private Wealth Management
Massachusetts
$1.06M +$10.5K +39 +1%
KWM
294
Kiker Wealth Management
Georgia
$1.05M +$994K +3,677 New
CGH
295
Crossmark Global Holdings
Texas
$1.03M -$230K -852 -19%
EI
296
Ethic Inc
New York
$1M +$473K +1,751 +99%
TC
297
TownSquare Capital
Utah
$995K +$496K +1,837 +111%
HighTower Advisors
298
HighTower Advisors
Illinois
$989K +$281K +1,040 +43%
TPI
299
Trust Point Inc
Wisconsin
$987K +$935K +3,461 New
HFM
300
Harvest Fund Management
China
$981K +$646K +2,390 +227%

BURL Hedge Fund Activity: Q4 2024 in Review

571 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2024, worth a combined $19.1B — up 14% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BURL positions and 78 closed out — a net gain of 6 holders — while 207 added to existing stakes and 214 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $218M. The largest seller was Marshall Wace, exiting entirely with an estimated $81.5M sold.

  • 571 institutional investors held Burlington (BURL) as of Q4 2024, down from 573 in Q3 2024.
  • Funds reported $19.1B of Burlington stock for Q4 2024, up 14% quarter-over-quarter.
  • 84 funds opened new Burlington positions in Q4 2024 and 78 closed out, a net change of +6 holders.
  • The largest Burlington buyer in Q4 2024 was JP Morgan Chase, an estimated $218M added.
  • The largest Burlington seller in Q4 2024 was Marshall Wace, an estimated $81.5M sold.

Based on aggregated 13F filings for Q4 2024.