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Burlington

514 hedge funds and large institutions have $15.6B invested in Burlington in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 207 increasing their positions, 170 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 41

68% more call options, than puts

Call options by funds: $665M | Put options by funds: $397M

22% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 170

9% more funds holding

Funds holding: 470514 (+44)

1% more capital invested

Capital invested by funds: $15.5B → $15.6B (+$92.6M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.72% less ownership

Funds ownership: 103.59%101.87% (-1.7%)

Holders
514
Holders Change
+44
Holders Change %
+9.36%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
91
Increased
207
Reduced
170
Closed
41
Calls
$665M
Puts
$397M
Net Calls
+$268M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
401
Northwestern Mutual Wealth Management
Wisconsin
$206K +$38.7K +188 +28%
SIA
402
Schechter Investment Advisors
Michigan
$204K +$175K +850 New
CAM
403
Claret Asset Management
Quebec, Canada
$203K +$174K +845 New
BFEC
404
Benjamin F. Edwards & Company
Missouri
$181K -$1.85K -9 -1%
VSQM
405
V-Square Quantitative Management
Illinois
$173K +$412 +2 +0.3%
OAM
406
Ostrum Asset Management
France
$169K -$462K -2,244 -76%
S
407
SignatureFD
Georgia
$156K +$11.1K +54 +9%
FHA
408
First Horizon Advisors
Tennessee
$128K +$5.35K +26 +5%
LWCFA
409
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$127K
CIBC Private Wealth Group
410
CIBC Private Wealth Group
Georgia
$124K -$10.1K -49 -9%
Bessemer Group
411
Bessemer Group
New Jersey
$103K -$29K -141 -25%
AIC
412
Archer Investment Corporation
Indiana
$101K
Nisa Investment Advisors
413
Nisa Investment Advisors
Missouri
$99.6K -$343K -1,667 -80%
HFM
414
Harvest Fund Management
China
$95K +$19.1K +93 +31%
Fifth Third Bancorp
415
Fifth Third Bancorp
Ohio
$93.4K +$17.3K +84 +28%
AA
416
AlphaCentric Advisors
Puerto Rico
$81.4K +$69.8K +339 New
GI
417
GAMMA Investing
California
$75.1K +$10.9K +53 +20%
PA
418
Parallel Advisors
California
$61K +$1.85K +9 +4%
AF
419
Allworth Financial
California
$60.7K -$4.94K -24 -9%
Mirae Asset Global Investments
420
Mirae Asset Global Investments
South Korea
$59.6K -$18.9M -91,709 -100%
SPIA
421
Steward Partners Investment Advisory
New York
$55K
LC
422
Lindbrook Capital
California
$53.8K +$8.64K +42 +23%
AAP
423
Arax Advisory Partners
Colorado
$50.6K +$43.4K +211 New
HFS
424
Hantz Financial Services
Michigan
$49K
TCG
425
Transcendent Capital Group
Oklahoma
$48K +$41.2K +200 New

BURL Hedge Fund Activity: Q2 2024 in Review

514 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q2 2024, worth a combined $15.6B — up 0.6% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BURL positions and 41 closed out — a net gain of 50 holders — while 207 added to existing stakes and 170 trimmed.

The largest buyer was SRS Investment Management, adding an estimated $164M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $299M.

  • 514 institutional investors held Burlington (BURL) as of Q2 2024, up from 470 in Q1 2024.
  • Funds reported $15.6B of Burlington stock for Q2 2024, up 0.6% quarter-over-quarter.
  • 91 funds opened new Burlington positions in Q2 2024 and 41 closed out, a net change of +50 holders.
  • The largest Burlington buyer in Q2 2024 was SRS Investment Management, an estimated $164M added.
  • The largest Burlington seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $299M sold.

Based on aggregated 13F filings for Q2 2024.