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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
BS
326
Bessemer Securities
New York
$156K -$538K -3,352 -74%
AIG
327
American International Group
New York
$152K -$12.5K -78 -6%
WI
328
Wahed Invest
New York
$139K +$14.6K +91 +10%
BCV
329
Banque Cantonale Vaudoise
Switzerland
$135K -$321K -2,000 -67%
FDCDDQ
330
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K
N
331
Natixis
France
$110K +$102K +639 +372%
BAMF
332
BI Asset Management Fondsmaeglerselskab
Denmark
$98K
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$86.6K -$33.2K -207 -24%
OA
334
Operose Advisors
Wisconsin
$84.4K +$100K +624 New
Parallax Volatility Advisers
335
Parallax Volatility Advisers
California
$77.5K -$57.9K -361 -39%
CCA
336
Column Capital Advisors
Indiana
$71K
O
337
Ossiam
France
$69K -$251K -1,566 -75%
UM
338
UniSuper Management
Australia
$67.7K
LWCFA
339
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$63.1K
FHA
340
First Horizon Advisors
Tennessee
$61K -$26.8K -167 -27%
VSQM
341
V-Square Quantitative Management
Illinois
$56.1K +$3.37K +21 +5%
HA
342
Homestead Advisers
Virginia
$52.6K +$62.4K +389 New
Nisa Investment Advisors
343
Nisa Investment Advisors
Missouri
$40.6K
S
344
SignatureFD
Georgia
$37.9K +$3.85K +24 +9%
LSA
345
Leonteq Securities AG
Switzerland
$34.9K +$38K +237 +1,129%
SPIA
346
Steward Partners Investment Advisory
New York
$32.5K +$1.76K +11 +5%
HFS
347
Hantz Financial Services
Michigan
$29K
QCG
348
Quadrant Capital Group
Ohio
$28.4K -$9.95K -62 -23%
CG
349
Cutler Group
California
$27K -$353K -2,200 -92%
CWP
350
Concord Wealth Partners
Virginia
$26.5K

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.