We are live on ! Find out more
BURL icon

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
PA
351
Parallel Advisors
California
$23.7K -$33.2K -207 -54%
PFPT
352
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.6K
HNB
353
Huntington National Bank
Ohio
$19.1K +$16.8K +105 +292%
RBC
354
Roble Belko & Company
Pennsylvania
$19K
MAM
355
Meeder Asset Management
Ohio
$18.5K -$581K -3,620 -96%
SWM
356
Spire Wealth Management
Virginia
$18.3K
SIC
357
Salem Investment Counselors
North Carolina
$16.5K
GBT
358
Grove Bank & Trust
Florida
$14.9K
CAS
359
Coppell Advisory Solutions
Texas
$14.4K -$5.93K -37 -34%
RTC
360
Riverview Trust Company
Washington
$13.9K
LS
361
Livforsakringsbolaget Skandia
Sweden
$13.5K
CI Investments Inc
362
CI Investments Inc
Ontario, Canada
$13K +$1.12K +7 +8%
JFG
363
Jefferies Financial Group
New York
$12.2K -$855K -5,332 -98%
WT
364
Washington Trust
Rhode Island
$12.2K
AF
365
Allworth Financial
California
$11.2K -$2.08K -13 -14%
LC
366
Lindbrook Capital
California
$11.1K -$1.12K -7 -8%
LF
367
Lee Financial
Texas
$11.1K
GRP
368
Global Retirement Partners
California
$11.1K -$321 -2 -2%
FRA
369
Front Row Advisors
California
$10.3K
CB
370
CNB Bank
Pennsylvania
$8.66K
BTI
371
Blue Trust Inc
Georgia
$8K +$8.18K +51 New
QC
372
Quent Capital
New York
$7.44K -$8.02K -50 -48%
C
373
Covestor
United Kingdom
$7K
Loomis, Sayles & Company
374
Loomis, Sayles & Company
Massachusetts
$7K +$7.86K +49 New
NCM
375
Northwest Capital Management
Oregon
$6.76K

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.