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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
JWA
401
JFS Wealth Advisors
Pennsylvania
$1.22K -$481 -3 -25%
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$1.22K -$160 -1 -10%
FFA
403
Farther Finance Advisors
California
$1.22K +$1.28K +8 +800%
MCM
404
Manchester Capital Management
Vermont
$1.08K
MIM
405
Macroview Investment Management
Maryland
$1.08K +$1.28K +8 New
GWS
406
Glassman Wealth Services
Virginia
$1.08K -$160 -1 -11%
AF
407
Advisornet Financial
Minnesota
$812 -$642 -4 -40%
GWSG
408
GPS Wealth Strategies Group
Colorado
$812
SIC
409
SJS Investment Consulting
Ohio
$677 +$321 +2 +67%
EWA
410
EverSource Wealth Advisors
Alabama
$406
VCM
411
Versant Capital Management
Arizona
$406 +$160 +1 +50%
TWD
412
True Wealth Design
Ohio
$136
Kayne Anderson Rudnick Investment Management
413
Kayne Anderson Rudnick Investment Management
California
$135
TAM
414
Tucker Asset Management
Colorado
$135
Capital Research Global Investors
415
Capital Research Global Investors
California
-$213M -1,356,308 Closed
SCM
416
Steadfast Capital Management
New York
-$109M -691,982 Closed
Voloridge Investment Management
417
Voloridge Investment Management
Florida
-$50.2M -319,065 Closed
MGCM
418
Mane Global Capital Management
New York
-$20.4M -129,643 Closed
TC
419
TwinBeech Capital
New York
-$17.4M -110,428 Closed
QC
420
Quadrature Capital
United Kingdom
-$15.9M -101,048 Closed
First Trust Advisors
421
First Trust Advisors
Illinois
-$14.9M -94,520 Closed
WorldQuant Millennium Advisors
422
WorldQuant Millennium Advisors
New York
-$12.7M -80,781 Closed
Adage Capital Partners
423
Adage Capital Partners
Massachusetts
-$12.6M -80,000 Closed
AAF
424
Andra AP-fonden
Sweden
-$10.1M -63,900 Closed
CI
425
Cambiar Investors
Colorado
-$8.7M -55,267 Closed

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.