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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
ANBT
426
American National Bank & Trust
Texas
$47K +$40.3K +196 New
MG
427
Mather Group
Illinois
$46.2K -$1.85K -9 -4%
CWP
428
Concord Wealth Partners
Virginia
$45.1K
BTI
429
Blue Trust Inc
Georgia
$43.4K +$33.1K +161 +619%
PS
430
Principal Securities
Iowa
$42.7K +$2.47K +12 +7%
RA
431
Rise Advisors
New York
$41.3K
OP
432
ORG Partners
Indiana
$37.7K +$33.3K +162 New
Loomis, Sayles & Company
433
Loomis, Sayles & Company
Massachusetts
$37K +$31.9K +155 New
RBC
434
Roble Belko & Company
Pennsylvania
$34K
PFPT
435
Pinnacle Financial Partners (Tennessee)
Tennessee
$33.7K
SWM
436
Spire Wealth Management
Virginia
$32.9K +$206 +1 +0.7%
PTC
437
Private Trust Company
Ohio
$32.2K +$18.1K +88 +191%
CI Investments Inc
438
CI Investments Inc
Ontario, Canada
$29K -$1.65K -8 -6%
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$28.1K +$8.23K +40 +52%
GBT
440
Grove Bank & Trust
Florida
$26.4K
CA
441
Crewe Advisors
Utah
$25K +$21.4K +104 New
RTC
442
Riverview Trust Company
Washington
$24.7K
IC
443
Innealta Capital
Texas
$24.5K +$21K +102 New
HCM
444
Hollencrest Capital Management
California
$24K +$20.6K +100 New
LS
445
Livforsakringsbolaget Skandia
Sweden
$24K
CAS
446
Coppell Advisory Solutions
Texas
$22.6K +$19.3K +94 New
EWA
447
EverSource Wealth Advisors
Alabama
$22.4K +$206 +1 +1%
HNB
448
Huntington National Bank
Ohio
$22.3K -$20.8K -101 -52%
VWM
449
Venturi Wealth Management
Texas
$22.3K -$2.88K -14 -13%
GRP
450
Global Retirement Partners
California
$22.3K -$1.03K -5 -5%

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.