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Burlington
BURL

446 hedge funds and large institutions have $18.7B invested in Burlington in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 136 increasing their positions, 168 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

58% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 50

25% more capital invested

Capital invested by funds: $14.9B → $18.7B (+$3.76B)

6% more funds holding

Funds holding: 420 → 446 (+26)

1.86% less ownership

Funds ownership: 109.6% → 107.74% (-1.9%)

19% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 168

26% less call options, than puts

Call options by funds: $114M | Put options by funds: $153M

Holders
446
Holders Change
+26
Holders Change %
+6.19%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
79
Increased
136
Reduced
168
Closed
50
Calls
$114M
Puts
$153M
Net Calls
-$39.2M
Net Calls Change
-$24.8M

Top Buyers

1
CTA
Carillon Tower Advisers
Florida
+$94.1M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$73M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$65.7M
4
JCM
Junto Capital Management
New York
+$64.3M
5
DCP
Durable Capital Partners
Maryland
+$53.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$189M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$85.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$75.5M
4
MCM
Melvin Capital Management
New York
-$72.1M
5
SC
Samlyn Capital
New York
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMT
326
First Mercantile Trust
Tennessee
$264K -$19.4K -87 -8%
CG
327
Carmignac Gestion
France
$262K +$223K +1,000 New
MSRPS
328
Maryland State Retirement & Pension System
Maryland
$257K +$233K +1,048 New
VAS
329
Vestmark Advisory Solutions
Massachusetts
$248K -$59.7K -268 -22%
GT
330
Greenleaf Trust
Michigan
$245K +$208K +935 New
VLC
331
Van Leeuwen & Company
New Jersey
$241K +$205K +920 New
Creative Planning
332
Creative Planning
Kansas
$239K +$203K +913 New
SG Americas Securities
333
SG Americas Securities
New York
$231K -$673K -3,021 -77%
NFG
334
Next Financial Group
Texas
$231K -$3.79K -17 -2%
YIA
335
YHB Investment Advisors
Connecticut
$229K +$195K +876 New
BFM
336
Boothbay Fund Management
New York
$227K -$162K -725 -46%
Vontobel Holding
337
Vontobel Holding
Switzerland
$227K +$191K +859 New
QCM
338
Quest Capital Management
Texas
$218K +$186K +833 New
BTWM
339
Baker Tilly Wealth Management
Wisconsin
$217K +$185K +831 New
FT
340
Fiduciary Trust
Massachusetts
$211K +$179K +805 New
WHG
341
Westwood Holdings Group
Texas
$205K +$174K +781 New
CCA
342
Cadent Capital Advisors
Oklahoma
$202K +$172K +773 New
WA
343
Wealth Alliance
New York
$202K +$172K +774 New
FF
344
FourThought Financial
Florida
$201K +$172K +772 New
SI
345
Stephens Inc
Arkansas
$196K +$9.58K +43 +6%
LS
346
Livforsakringsbolaget Skandia
Sweden
$183K – – –
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$181K – – –
FHA
348
First Horizon Advisors
Tennessee
$151K -$3.56K -16 -3%
SFS
349
Sowell Financial Services
Arkansas
$143K -$54.8K -246 -31%
PCG
350
Private Capital Group
Connecticut
$132K -$8.47K -38 -7%
12 13
14
15 16

BURL Hedge Fund Activity: Q4 2020 in Review

446 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2020, worth a combined $18.7B — up 25% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BURL positions and 50 closed out — a net gain of 29 holders — while 136 added to existing stakes and 168 trimmed.

The largest buyer was Carillon Tower Advisers, adding an estimated $94.1M. The largest seller was Capital World Investors, cutting an estimated $189M.

  • 446 institutional investors held Burlington (BURL) as of Q4 2020, up from 420 in Q3 2020.
  • Funds reported $18.7B of Burlington stock for Q4 2020, up 25% quarter-over-quarter.
  • 79 funds opened new Burlington positions in Q4 2020 and 50 closed out, a net change of +29 holders.
  • The largest Burlington buyer in Q4 2020 was Carillon Tower Advisers, an estimated $94.1M added.
  • The largest Burlington seller in Q4 2020 was Capital World Investors, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2020.