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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
FHA
401
First Horizon Advisors
Tennessee
$139K +$38.4K +120 +32%
S
402
SignatureFD
Georgia
$134K +$3.2K +10 +2%
Loomis, Sayles & Company
403
Loomis, Sayles & Company
Massachusetts
$121K
PCG
404
Private Capital Group
Connecticut
$110K -$18.5K -58 -13%
PA
405
Parallel Advisors
California
$100K -$10.2K -32 -8%
QCG
406
Quadrant Capital Group
Ohio
$92K -$959 -3 -0.9%
FDCDDQ
407
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.1K
TWM
408
Tradition Wealth Management
Minnesota
$81K
SPIA
409
Steward Partners Investment Advisory
New York
$80K -$1.6K -5 -2%
PI
410
PineBridge Investments
New York
$73K +$82.8K +259 New
CWP
411
Concord Wealth Partners
Virginia
$56K
CFGS
412
Concourse Financial Group Securities
Alabama
$52K +$6.71K +21 +13%
TRCT
413
Tower Research Capital (TRC)
New York
$50K +$55.9K +175 New
GRP
414
Global Retirement Partners
California
$44K +$13.1K +41 +36%
OIA
415
Optimum Investment Advisors
Illinois
$43K
SOW
416
State of Wyoming
Wyoming
$41K -$3.52K -11 -7%
CCA
417
Column Capital Advisors
Indiana
$41K -$2.24K -7 -5%
RBC
418
Roble Belko & Company
Pennsylvania
$41K
DFCM
419
Dark Forest Capital Management
Puerto Rico
$39K +$44.1K +138 New
TFM
420
TFC Financial Management
Massachusetts
$36K
SIC
421
Salem Investment Counselors
North Carolina
$35K
HI
422
Harbour Investments
Wisconsin
$27K -$2.24K -7 -7%
OSAM
423
O'Shaughnessy Asset Management
Connecticut
$21K -$11.5K -36 -32%
BFEC
424
Benjamin F. Edwards & Company
Missouri
$21K
LC
425
Lindbrook Capital
California
$20K +$2.24K +7 +11%

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.