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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
CWA
401
Clearview Wealth Advisors
Oregon
$8K +$6.68K +30 New
ASN
402
Advisory Services Network
Georgia
$7K -$25.4K -114 -81%
FWM
403
Focused Wealth Management
New York
$7K – – –
AWG
404
Altus Wealth Group
Colorado
$7K +$5.79K +26 New
SBL
405
Sargent Bickham Lagudis
Colorado
$7K +$6.01K +27 New
CA
406
Centerpoint Advisors
Massachusetts
$6K – – –
CTC
407
Central Trust Company
Missouri
$6K – – –
EFSCE
408
Enterprise Financial Services Corp (EFSC)
Missouri
$6K +$668 +3 +16%
AA
409
Ancora Advisors
Ohio
$6K +$5.12K +23 New
SIAG
410
Safeguard Investment Advisory Group
California
$6K +$5.79K +26 New
GFPC
411
Global Financial Private Client
Florida
$5.75K – – –
HWM
412
HighMark Wealth Management
Minnesota
$5K -$1.11K -5 -21%
AssetMark Inc
413
AssetMark Inc
California
$5K -$668 -3 -13%
EARNEST Partners
414
EARNEST Partners
Georgia
$5K – – –
ST
415
Smithfield Trust
Pennsylvania
$5K – – –
KFI
416
Key Financial Inc
Pennsylvania
$5K +$4.68K +21 New
FCH
417
Freestone Capital Holdings
Washington
$4.71K – – –
PMFA
418
Plante Moran Financial Advisors
Michigan
$4K – – –
VCM
419
Versant Capital Management
Arizona
$4K – – –
Jones Financial Companies
420
Jones Financial Companies
Missouri
$4K +$3.12K +14 New
SFP
421
Sterling Financial Planning
New Jersey
$4K +$3.12K +14 New
DWM
422
Defined Wealth Management
Oregon
$4K +$3.56K +16 New
JCM
423
Jacobi Capital Management
Pennsylvania
$3K – – –
PWMG
424
Prestige Wealth Management Group
New Jersey
$3K +$223 +1 +8%
TAIM
425
TD Ameritrade Investment Management
Nebraska
$3K +$446 +2 +20%
15 16
17
18 19

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.