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Burlington

487 hedge funds and large institutions have $19.7B invested in Burlington in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 182 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more call options, than puts

Call options by funds: $199M | Put options by funds: $161M

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0.23% less ownership

Funds ownership: 104.13%103.9% (-0.23%)

1% less funds holding

Funds holding: 490487 (-3)

4% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 182

12% less capital invested

Capital invested by funds: $22.3B → $19.7B (-$2.64B)

Holders
487
Holders Change
-3
Holders Change %
-0.61%
% of All Funds
8.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
55
Increased
174
Reduced
182
Closed
54
Calls
$199M
Puts
$161M
Net Calls
+$38.2M
Net Calls Change
+$89.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
351
Vontobel Holding
Switzerland
$299K +$97.2K +304 +41%
LWAM
352
Legacy Wealth Asset Management
Minnesota
$291K -$2.88K -9 -0.9%
AC
353
Avestar Capital
New York
$285K +$27.2K +85 +9%
Chevy Chase Trust
354
Chevy Chase Trust
Maryland
$284K
FB
355
Fulton Bank
Pennsylvania
$284K +$320K +1,000 New
VI
356
Versor Investments
New York
$284K +$320K +1,000 New
CCP
357
Corient Capital Partners
California
$279K -$320 -1 -0.1%
EI
358
Ethic Inc
New York
$274K -$12.8K -40 -4%
NFG
359
Next Financial Group
Texas
$266K +$1.92K +6 +0.6%
BCA
360
Berman Capital Advisors
Georgia
$263K +$152K +474 +104%
PTC
361
Private Trust Company
Ohio
$261K
VLC
362
Van Leeuwen & Company
New Jersey
$261K
CS
363
Comerica Securities
Michigan
$259K +$85K +266 +41%
CAM
364
Cozad Asset Management
Illinois
$255K -$264K -825 -48%
LS
365
Livforsakringsbolaget Skandia
Sweden
$255K -$95.9K -300 -25%
SEC
366
Seven Eight Capital
New York
$255K +$288K +900 New
Mirae Asset Global Investments
367
Mirae Asset Global Investments
South Korea
$253K +$14.4K +45 +5%
MC
368
Montag & Caldwell
Georgia
$253K +$285K +892 New
SI
369
Stephens Inc
Arkansas
$251K +$16.6K +52 +6%
YIA
370
YHB Investment Advisors
Connecticut
$248K
BCM
371
Bayesian Capital Management
New York
$247K -$169K -530 -38%
Creative Planning
372
Creative Planning
Kansas
$242K +$7.67K +24 +3%
PA
373
Profund Advisors
Maryland
$241K -$71.9K -225 -21%
JF
374
Jump Financial
Illinois
$241K +$271K +849 New
AC
375
Allstate Corporation
Illinois
$240K -$79.9K -250 -23%

BURL Hedge Fund Activity: Q3 2021 in Review

487 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q3 2021, worth a combined $19.7B — down 12% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BURL positions and 54 closed out — a net gain of 1 holder — while 174 added to existing stakes and 182 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $371M. The largest seller was Capital Research Global Investors, cutting an estimated $674M.

  • 487 institutional investors held Burlington (BURL) as of Q3 2021, down from 490 in Q2 2021.
  • Funds reported $19.7B of Burlington stock for Q3 2021, down 12% quarter-over-quarter.
  • 55 funds opened new Burlington positions in Q3 2021 and 54 closed out, a net change of +1 holder.
  • The largest Burlington buyer in Q3 2021 was AllianceBernstein, an estimated $371M added.
  • The largest Burlington seller in Q3 2021 was Capital Research Global Investors, an estimated $674M sold.

Based on aggregated 13F filings for Q3 2021.