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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
VCG
426
Vantage Consulting Group
Virginia
$3K +$2.23K +10 New
RPWA
427
Regent Peak Wealth Advisors
Georgia
$3K +$2.45K +11 New
HPC
428
HM Payson & Co
Maine
$3K +$2.9K +13 New
MCM
429
Manchester Capital Management
Vermont
$3K +$2.9K +13 New
GWS
430
Glassman Wealth Services
Virginia
$2K – – –
NSB
431
Norway Savings Bank
Maine
$2K +$1.34K +6 New
BSSFA
432
Baron Silver Stevens Financial Advisors
Florida
$2K +$2.23K +10 New
ED
433
Exane Derivatives
France
$1.05K – – –
RIM
434
Ranger Investment Management
Texas
$1K -$2.67K -12 -80%
MAM
435
Meeder Asset Management
Ohio
$1K -$668 -3 -43%
JWM
436
Janiczek Wealth Management
Colorado
$1K – – –
SIS
437
Sound Income Strategies
Florida
$1K – – –
TWA
438
TCI Wealth Advisors
Arizona
$1K – – –
ZB
439
Zions Bancorporation
Utah
$1K – – –
BC
440
Bartlett & Co
Ohio
$1K +$446 +2 New
AAP
441
Arax Advisory Partners
Colorado
$1K +$668 +3 New
Kayne Anderson Rudnick Investment Management
442
Kayne Anderson Rudnick Investment Management
California
$1K +$668 +3 New
GWM
443
Geneos Wealth Management
Colorado
$1K +$891 +4 New
APWA
444
Atlas Private Wealth Advisors
New Jersey
$1K +$1.11K +5 New
BCWM
445
Bartlett & Co Wealth Management
Ohio
$523 +$446 +2 New
AIG
446
American International Group
New York
$405 -$13.8K -62 -4%
FI
447
Fosun International
China
$375 +$98K +440 +44%
MCM
448
Melvin Capital Management
New York
– -$72.1M -350,000 Closed
SC
449
Samlyn Capital
New York
– -$71.3M -346,080 Closed
CCM
450
Candlestick Capital Management
Connecticut
– -$26.8M -130,000 Closed
16 17
18
19 20

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.