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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
VAS
376
Vestmark Advisory Solutions
Massachusetts
$232K -$4.47K -14 -2%
TMAM
377
Tokio Marine Asset Management
Japan
$232K +$37.4K +117 +17%
MFS
378
Mirabella Financial Services
United Kingdom
$232K +$262K +821 New
Fuller & Thaler Asset Management
379
Fuller & Thaler Asset Management
California
$231K -$30.4K -95 -10%
FF
380
FourThought Financial
Florida
$226K +$34.2K +107 +15%
BU
381
BBVA USA
Alabama
$224K -$70.6K -221 -22%
EFSCE
382
Enterprise Financial Services Corp (EFSC)
Missouri
$224K +$243K +761 +2,718%
SG Americas Securities
383
SG Americas Securities
New York
$223K -$316K -989 -56%
CNC
384
Canandaigua National Corp
New York
$222K -$38.4K -120 -13%
Axa
385
Axa
France
$221K -$11.8K -37 -5%
WHG
386
Westwood Holdings Group
Texas
$221K
PCP
387
Proficio Capital Partners
Massachusetts
$219K -$52.4K -164 -18%
WA
388
Wealth Alliance
New York
$219K +$2.88K +9 +1%
HCM
389
Hilton Capital Management
New York
$216K +$41.9K +131 +21%
QTM
390
qPULA Trading Management
New York
$214K +$241K +755 New
Rockefeller Capital Management
391
Rockefeller Capital Management
New York
$213K -$959 -3 -0.4%
MYAM
392
Meiji Yasuda Asset Management
Japan
$212K +$24.6K +77 +11%
DILIC
393
Dai-ichi Life Insurance Company
Japan
$208K
BRWA
394
B. Riley Wealth Advisors
Florida
$203K +$26.2K +82 +13%
EI
395
Ellevest Inc
New York
$191K +$9.27K +29 +5%
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$180K
PI
397
PEAK6 Investments
Illinois
$157K -$213K -667 -55%
SWM
398
Spire Wealth Management
Virginia
$144K +$19.2K +60 +13%
FMT
399
First Mercantile Trust
Tennessee
$143K -$66.5K -208 -29%
LWCFA
400
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$142K -$2.24K -7 -1%

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.