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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
FI
301
Fosun International
China
$537K
PRC
302
Pearl River Capital
Michigan
$535K +$603K +1,887 New
JCM
303
Janney Capital Management
Pennsylvania
$534K +$2.56K +8 +0.4%
CB
304
Commerce Bank
Missouri
$528K +$230K +720 +63%
Comerica Bank
305
Comerica Bank
Texas
$519K -$467K -1,462 -44%
BCM
306
Brookstone Capital Management
Illinois
$510K -$9.59K -30 -2%
APA
307
American Portfolios Advisors
New York
$503K +$66.8K +209 +13%
MAM
308
Marquette Asset Management
Minnesota
$493K
BNP Paribas Asset Management
309
BNP Paribas Asset Management
France
$483K -$54K -169 -9%
Cetera Investment Advisers
310
Cetera Investment Advisers
Illinois
$472K +$20.1K +63 +4%
DC
311
Davenport & Co
Virginia
$468K -$12.8K -40 -2%
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$462K -$3.52K -11 -0.7%
RI
313
Redwood Investments
Massachusetts
$459K
PVH
314
Psagot Value Holdings
Israel
$459K +$518K +1,620 New
CAPTRUST Financial Advisors
315
CAPTRUST Financial Advisors
North Carolina
$453K +$22.7K +71 +5%
BTWM
316
Baker Tilly Wealth Management
Wisconsin
$448K +$72.9K +228 +17%
FHB
317
First Hawaiian Bank
Hawaii
$447K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
318
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$436K +$456K +1,427 +1,297%
RCAG
319
Rehmann Capital Advisory Group
Michigan
$422K +$41.2K +129 +9%
GLA
320
Great Lakes Advisors
Illinois
$412K -$20.5K -64 -4%
EGM
321
Engineers Gate Manager
New York
$398K -$3.55M -11,105 -89%
CWM
322
Chesapeake Wealth Management
Virginia
$389K -$80.9K -253 -16%
GAM
323
Gotham Asset Management
New York
$384K +$218K +682 +101%
APP
324
Alpha Paradigm Partners
Illinois
$384K +$433K +1,355 New
RFC
325
Regions Financial Corp
Alabama
$381K -$11.2K -35 -3%

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.