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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
LWCFA
351
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131K – – –
Loomis, Sayles & Company
352
Loomis, Sayles & Company
Massachusetts
$128K – – –
SFO
353
Standard Family Office
South Dakota
$107K +$91.3K +410 New
S
354
SignatureFD
Georgia
$90K +$1.56K +7 +2%
PA
355
Parallel Advisors
California
$84K -$19.8K -89 -22%
CCA
356
Column Capital Advisors
Indiana
$79K -$3.12K -14 -4%
FDCDDQ
357
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.7K +$51.7K +232 +357%
SPIA
358
Steward Partners Investment Advisory
New York
$76K – – –
VAIA
359
Virtus Alternative Investment Advisers
Connecticut
$73K -$10.9K -49 -15%
IA
360
Inspire Advisors
Idaho
$72K +$61.3K +275 New
EI
361
Ellevest Inc
New York
$69K +$20.9K +94 +56%
QCG
362
Quadrant Capital Group
Ohio
$62K -$7.8K -35 -13%
T
363
TOBAM
France
$54K – – –
CWP
364
Concord Wealth Partners
Virginia
$49K +$41.9K +188 New
CSS
365
Cubist Systematic Strategies
Connecticut
$48K -$119K -533 -74%
CFGS
366
Concourse Financial Group Securities
Alabama
$48K -$668 -3 -2%
Carson Wealth (CWM LLC)
367
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
OIA
368
Optimum Investment Advisors
Illinois
$39K – – –
RBC
369
Roble Belko & Company
Pennsylvania
$37K – – –
VI
370
Vestcor Inc
New Brunswick, Canada
$34K – – –
TFM
371
TFC Financial Management
Massachusetts
$33K – – –
WT
372
Whittier Trust
California
$33K +$27.8K +125 New
FHC
373
First Horizon Corporation
Tennessee
$32K – – –
SIC
374
Salem Investment Counselors
North Carolina
$32K – – –
EA
375
Emerald Advisers
Pennsylvania
$30K – – –
13 14
15
16 17

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.