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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
William Blair & Company
301
William Blair & Company
Illinois
$667K +$2.88K +14 +0.5%
HT
302
Headlands Technologies
Illinois
$665K +$570K +2,771 New
BNP Paribas Asset Management
303
BNP Paribas Asset Management
France
$659K -$113K -548 -17%
AAS
304
Avantax Advisory Services
Texas
$649K +$556K +2,702 New
LTAS
305
Linden Thomas Advisory Services
North Carolina
$648K -$175K -848 -24%
Carson Wealth (CWM LLC)
306
Carson Wealth (CWM LLC)
Nebraska
$648K +$264K +1,281 +90%
SAM
307
Silvercrest Asset Management
New York
$645K +$108K +524 +24%
SFA
308
Sequoia Financial Advisors
Ohio
$630K +$14.6K +71 +3%
ACA
309
Affinity Capital Advisors
California
$629K
SCM
310
Shelton Capital Management
Colorado
$615K -$48.2K -234 -8%
PL
311
Perpetual Ltd
Australia
$609K +$522K +2,539 New
CIS
312
Custom Index Systems
New York
$596K +$150K +731 +42%
MYAM
313
Meiji Yasuda Asset Management
Japan
$588K -$5.97K -29 -1%
IA
314
Inspire Advisors
Idaho
$581K -$53.5K -260 -10%
PCM
315
Prelude Capital Management
New York
$581K -$5.46M -26,530 -92%
MML Investors Services
316
MML Investors Services
Massachusetts
$568K +$62.1K +302 +15%
Janney Montgomery Scott
317
Janney Montgomery Scott
Pennsylvania
$566K +$485K +2,359 New
NAS
318
Nicolet Advisory Services
Wisconsin
$563K +$121K +589 +34%
LJAC
319
L.J. Altfest & Co
New York
$554K +$39.9K +194 +9%
Mercer Global Advisors
320
Mercer Global Advisors
Colorado
$552K +$110K +535 +30%
P
321
&Partners
Tennessee
$542K +$465K +2,258 New
TMAM
322
Tokio Marine Asset Management
Japan
$536K +$27K +131 +6%
MLM
323
Mount Lucas Management
Pennsylvania
$531K +$455K +2,212 New
HighTower Advisors
324
HighTower Advisors
Illinois
$530K -$243K -1,183 -35%
PA
325
Procyon Advisors
Connecticut
$524K +$93.4K +454 +26%

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.