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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
NA
376
NewEdge Advisors
Louisiana
$6.22K
DGAM
377
Desjardins Global Asset Management
Quebec, Canada
$5.68K -$26.8K -167 -80%
WBC
378
West Branch Capital
Massachusetts
$5.28K
CSPIA
379
Cary Street Partners Investment Advisory
Virginia
$5.14K
SCA
380
Stonebridge Capital Advisors
Minnesota
$4.6K
PTC
381
Private Trust Company
Ohio
$4.06K
SFG
382
Steward Financial Group
Texas
$4K +$4.97K +31 New
SSB
383
Sandy Spring Bank
Maryland
$3.79K
FWM
384
Focused Wealth Management
New York
$3.38K
WTC
385
WhitTier Trust Company
Nevada
$3.38K -$160 -1 -4%
CA
386
Centerpoint Advisors
Massachusetts
$3K
ST
387
Smithfield Trust
Pennsylvania
$3K
IA
388
IFP Advisors
Florida
$2.98K -$3.21K -20 -48%
LFG
389
Larson Financial Group
Missouri
$2.98K
GFPC
390
Global Financial Private Client
Florida
$2.91K
EARNEST Partners
391
EARNEST Partners
Georgia
$2.84K
PFBT
392
Parkside Financial Bank & Trust
Missouri
$2.71K +$160 +1 +5%
BCMLT
393
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.68K
CAL
394
Capital Advisors Ltd
Ohio
$2K -$2.73K -17 -55%
NS
395
NBC Securities
Alabama
$2K +$3.21K +20 New
Fuller & Thaler Asset Management
396
Fuller & Thaler Asset Management
California
$1.76K
PWA
397
Provenance Wealth Advisors
Florida
$1.62K +$1.93K +12 New
BIA
398
Bell Investment Advisors
California
$1.49K
MIA
399
Milestone Investment Advisors
Wisconsin
$1.49K +$1.76K +11 New
BWM
400
Baystate Wealth Management
Massachusetts
$1.35K

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.