We are live on ! Find out more
BURL icon

Burlington

571 hedge funds and large institutions have $19.1B invested in Burlington in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 207 increasing their positions, 214 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

14% more capital invested

Capital invested by funds: $16.8B → $19.1B (+$2.3B)

5.18% more ownership

Funds ownership: 100.62%105.8% (+5.2%)

8% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 78

0% less funds holding

Funds holding: 573571 (-2)

3% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 214

48% less call options, than puts

Call options by funds: $283M | Put options by funds: $549M

Holders
571
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
7.52%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.18%
New
84
Increased
207
Reduced
214
Closed
78
Calls
$283M
Puts
$549M
Net Calls
-$266M
Net Calls Change
-$344M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
376
Prudential plc
United Kingdom
$445K
RFC
377
Regions Financial Corp
Alabama
$445K -$8.65K -32 -2%
PA
378
Profund Advisors
Maryland
$445K -$46.7K -173 -10%
LFM
379
LGT Fund Management
Liechtenstein
$444K
BEI
380
Benjamin Edwards Inc
Missouri
$438K +$30K +111 +8%
MME
381
Meag Munich Ergo
Germany
$430K -$1.03M -3,811 -72%
BMSSC
382
B. Metzler seel. Sohn & Co
Germany
$417K -$213K -790 -35%
PWS
383
Precision Wealth Strategies
Missouri
$409K -$117K -432 -23%
Osaic Holdings
384
Osaic Holdings
Arizona
$401K -$18.6K -69 -4%
CIC
385
Chase Investment Counsel
Virginia
$390K +$15.7K +58 +4%
ECM
386
Everence Capital Management
Indiana
$388K +$368K +1,360 New
SSWM
387
Sheets Smith Wealth Management
North Carolina
$388K +$101K +372 +38%
CL
388
Choreo LLC
Illinois
$383K -$54.3K -201 -13%
AA
389
ALPS Advisors
Colorado
$369K
ECM
390
Evergreen Capital Management
Washington
$368K +$36.2K +134 +12%
AFG
391
Atomi Financial Group
New York
$363K +$38.1K +141 +12%
QCG
392
Quadrant Capital Group
Ohio
$355K -$10.8K -40 -3%
RI
393
Redwood Investments
Massachusetts
$345K
SAM
394
Shell Asset Management
Netherlands
$345K
UM
395
UniSuper Management
Australia
$342K -$159K -587 -33%
MFG
396
Merit Financial Group
Georgia
$337K +$319K +1,182 New
SI
397
Stephens Inc
Arkansas
$334K +$5.13K +19 +2%
TFA
398
Toth Financial Advisory
Virginia
$322K +$305K +1,130 New
SF
399
Summit Financial
New Jersey
$316K +$300K +1,110 New
FDCDDQ
400
Federation des caisses Desjardins du Quebec
Quebec, Canada
$314K -$1.09M -4,020 -78%

BURL Hedge Fund Activity: Q4 2024 in Review

571 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2024, worth a combined $19.1B — up 14% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BURL positions and 78 closed out — a net gain of 6 holders — while 207 added to existing stakes and 214 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $218M. The largest seller was Marshall Wace, exiting entirely with an estimated $81.5M sold.

  • 571 institutional investors held Burlington (BURL) as of Q4 2024, down from 573 in Q3 2024.
  • Funds reported $19.1B of Burlington stock for Q4 2024, up 14% quarter-over-quarter.
  • 84 funds opened new Burlington positions in Q4 2024 and 78 closed out, a net change of +6 holders.
  • The largest Burlington buyer in Q4 2024 was JP Morgan Chase, an estimated $218M added.
  • The largest Burlington seller in Q4 2024 was Marshall Wace, an estimated $81.5M sold.

Based on aggregated 13F filings for Q4 2024.