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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
HW
401
Hancock Whitney
Mississippi
$310K +$293K +1,086 New
CCM
402
Coldstream Capital Management
Washington
$307K +$45.7K +169 +19%
PAM
403
Panagora Asset Management
Massachusetts
$302K -$930K -3,440 -76%
HAG
404
HighPoint Advisor Group
Illinois
$301K -$18.4K -68 -5%
LCWP
405
Legacy Capital Wealth Partners
Arkansas
$300K +$11.3K +42 +4%
OIA
406
OneDigital Investment Advisors
Kansas
$299K +$5.95K +22 +2%
SCM
407
Sterling Capital Management
North Carolina
$292K -$35.4K -131 -11%
FFM
408
Forum Financial Management
Illinois
$282K +$268K +991 New
GT
409
Greenleaf Trust
Michigan
$282K +$9.19K +34 +4%
NA
410
NewEdge Advisors
Louisiana
$270K +$22.4K +83 +10%
CFO
411
Callan Family Office
Pennsylvania
$269K +$255K +945 New
Cambridge Investment Research Advisors
412
Cambridge Investment Research Advisors
Iowa
$269K -$57.3K -212 -18%
BAM
413
Belpointe Asset Management
Nevada
$267K +$269K +997 New
VI
414
Versor Investments
New York
$267K -$1.04M -3,863 -80%
HWM
415
HB Wealth Management
Georgia
$265K +$251K +928 New
DWT
416
Dorsey & Whitney Trust
South Dakota
$263K +$270 +1 +0.1%
GI
417
GAMMA Investing
California
$259K +$107K +395 +77%
CWP
418
Capital Wealth Planning
Florida
$258K -$146K -541 -37%
CWM
419
Challenger Wealth Management
California
$257K +$243K +900 New
SIA
420
Schechter Investment Advisors
Michigan
$256K +$4.32K +16 +2%
Robeco Institutional Asset Management
421
Robeco Institutional Asset Management
Netherlands
$255K -$8.11M -30,019 -97%
MGP
422
Metis Global Partners
California
$247K +$13K +48 +6%
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$246K +$8.11K +30 +4%
CAM
424
Claret Asset Management
Quebec, Canada
$244K +$1.62K +6 +0.7%
KAS
425
Kestra Advisory Services
Texas
$241K +$20.5K +76 +10%

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.