We are live on ! Find out more
BURL icon

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
Neuberger Berman Group
301
Neuberger Berman Group
New York
$251K -$42.3K -264 -12%
RFC
302
Regions Financial Corp
Alabama
$249K -$2.73K -17 -0.9%
I
303
InceptionR
California
$249K +$295K +1,840 New
SAM
304
Shell Asset Management
Netherlands
$248K -$8.5K -53 -3%
AF
305
Alerus Financial
North Dakota
$235K -$5.45K -34 -2%
PA
306
Procyon Advisors
Connecticut
$234K
Two Sigma Advisers
307
Two Sigma Advisers
New York
$230K -$4.27M -26,599 -94%
RJT
308
Raymond James Trust
Florida
$229K -$3.37K -21 -1%
MGP
309
Metis Global Partners
California
$224K +$3.53K +22 +1%
SG Americas Securities
310
SG Americas Securities
New York
$223K +$264K +1,646 New
CC
311
Chicago Capital
Illinois
$221K +$5.29K +33 +2%
HighTower Advisors
312
HighTower Advisors
Illinois
$219K +$7.54K +47 +3%
AIMCA
313
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$216K
Balyasny Asset Management
314
Balyasny Asset Management
Illinois
$216K -$22M -137,400 -99%
Impax Asset Management Group
315
Impax Asset Management Group
United Kingdom
$214K -$4.33K -27 -2%
MML Investors Services
316
MML Investors Services
Massachusetts
$212K -$73.9K -461 -23%
VAS
317
Vestmark Advisory Solutions
Massachusetts
$212K +$251K +1,565 New
Creative Planning
318
Creative Planning
Kansas
$210K +$28.4K +177 +13%
VI
319
Vestcor Inc
New Brunswick, Canada
$209K
PAS
320
Park Avenue Securities
New York
$203K +$241K +1,500 New
CMF
321
Counterpoint Mutual Funds
California
$202K +$239K +1,493 New
SI
322
Stephens Inc
Arkansas
$187K +$26.1K +163 +13%
Lazard Asset Management
323
Lazard Asset Management
New York
$186K -$1.76K -11 -0.8%
KI
324
Kapitalo Investimentos
Brazil
$178K -$37.2K -232 -15%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$165K +$5.29K +33 +3%

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.