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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
TRCT
301
Tower Research Capital (TRC)
New York
$970K -$280K -1,036 -23%
MSRPS
302
Maryland State Retirement & Pension System
Maryland
$965K -$64K -237 -7%
IC
303
IEQ Capital
California
$955K +$318K +1,175 +54%
V
304
ViaWealth
Kansas
$935K
GIA
305
Gateway Investment Advisers
Ohio
$930K -$480K -1,777 -35%
YIH
306
Y-Intercept (HK)
Hong Kong
$918K -$1.3M -4,823 -60%
SSIM
307
Sheets Smith Investment Management
Texas
$905K +$858K +3,175 New
WG
308
Winton Group
United Kingdom
$904K -$286K -1,057 -25%
SCM
309
Sirios Capital Management
Massachusetts
$899K +$853K +3,155 New
SDIC
310
South Dakota Investment Council
South Dakota
$898K
NLGIA
311
Nippon Life Global Investors Americas
New York
$895K +$18.9K +70 +2%
IAA
312
Independent Advisor Alliance
North Carolina
$873K +$828K +3,064 New
AIA
313
Affinity Investment Advisors
California
$871K +$826K +3,057 New
MUAMU
314
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$855K -$540K -2,000 -40%
SAM
315
Silvercrest Asset Management
New York
$841K +$63.8K +236 +9%
ProShare Advisors
316
ProShare Advisors
Maryland
$840K +$53K +196 +7%
EOJOAM
317
E. Ohman J:or Asset Management
Sweden
$827K
CWM
318
CIBC World Markets
New York
$821K -$226K -838 -23%
O
319
Ossiam
France
$816K +$129K +477 +20%
M&T Bank
320
M&T Bank
New York
$811K -$66.2K -245 -8%
Rafferty Asset Management
321
Rafferty Asset Management
New York
$810K -$43K -159 -5%
AAS
322
Avantax Advisory Services
Texas
$803K -$2.43K -9 -0.3%
LOIM
323
Liberty One Investment Management
Illinois
$796K -$59.7K -221 -7%
WPC
324
Wedmont Private Capital
Pennsylvania
$787K +$308K +1,141 +71%
LCM
325
LRT Capital Management
Texas
$786K -$587K -2,173 -44%

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.