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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
Ensign Peak Advisors
376
Ensign Peak Advisors
Utah
$29K -$773K -3,469 -97%
ICP
377
Interchange Capital Partners
Pennsylvania
$29K +$25.2K +113 New
CM
378
Caption Management
Oklahoma
$26K +$22.3K +100 New
BCA
379
Berman Capital Advisors
Georgia
$25K – – –
Rockefeller Capital Management
380
Rockefeller Capital Management
New York
$25K +$4.68K +21 +28%
PWM
381
Perigon Wealth Management
California
$25K +$21.2K +95 New
BFEC
382
Benjamin F. Edwards & Company
Missouri
$20K – – –
FRA
383
Front Row Advisors
California
$19K – – –
RFA
384
Reilly Financial Advisors
California
$18K – – –
CB
385
CNB Bank
Pennsylvania
$17K – – –
WTC
386
WhitTier Trust Company
Nevada
$17K +$14.5K +65 New
GRP
387
Global Retirement Partners
California
$16K – – –
LF
388
Lee Financial
Texas
$16K – – –
CAAS
389
Capital Asset Advisory Services
Michigan
$16K +$13.6K +61 New
CCA
390
Childress Capital Advisors
Texas
$15K +$12.7K +57 New
TPCW
391
TD Private Client Wealth
New York
$14.4K – – –
FPS
392
Fieldpoint Private Securities
Connecticut
$14K +$11.8K +53 New
DI
393
Disciplined Investments
Oklahoma
$13K – – –
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$13K – – –
IA
396
IFP Advisors
Florida
$11K -$1.78K -8 -18%
LC
397
Lindbrook Capital
California
$10K +$668 +3 +8%
BWM
398
BerganKDV Wealth Management
Minnesota
$10K +$2.9K +13 +52%
CI
399
CX Institutional
Indiana
$9K +$1.34K +6 +21%
PWPS
400
Pinnacle Wealth Planning Services
Ohio
$9K +$7.58K +34 New
14 15
16
17 18

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.