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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
SWP
426
Sagespring Wealth Partners
Tennessee
$240K +$227K +841 New
SCA
427
Snowden Capital Advisors
New York
$238K -$52.2K -193 -19%
C
428
Covestor
United Kingdom
$226K +$198K +732 +1,220%
FHA
429
Flagship Harbor Advisors
Massachusetts
$223K +$212K +784 New
TFS
430
Thoroughbred Financial Services
Tennessee
$222K -$4.05K -15 -2%
TSS
431
Two Sigma Securities
New York
$219K -$633K -2,344 -75%
QCM
432
QRG Capital Management
Illinois
$219K +$208K +770 New
NG
433
Norden Group
Utah
$218K +$207K +765 New
Chevy Chase Trust
434
Chevy Chase Trust
Maryland
$217K
GC
435
Guggenheim Capital
Illinois
$211K -$30.8K -114 -13%
AWA
436
Aaron Wealth Advisors
Illinois
$210K +$199K +737 New
VSQM
437
V-Square Quantitative Management
Illinois
$209K +$3.24K +12 +2%
VAS
438
Vestmark Advisory Solutions
Massachusetts
$209K -$20.5K -76 -9%
GPW
439
Genesis Private Wealth
Virginia
$205K +$195K +720 New
SFI
440
Siemens Fonds Invest
Germany
$204K +$194K +717 New
AssetMark Inc
441
AssetMark Inc
California
$203K +$17.3K +64 +10%
CIBC Private Wealth Group
442
CIBC Private Wealth Group
Georgia
$203K +$47.8K +177 +33%
OAM
443
Ostrum Asset Management
France
$195K -$7.84K -29 -4%
EB
444
Eastern Bank
Massachusetts
$192K -$32.2K -119 -15%
S
445
SignatureFD
Georgia
$179K -$27.3K -101 -14%
OC
446
Oarsman Capital
Wisconsin
$177K -$1.89K -7 -1%
AIC
447
Archer Investment Corporation
Indiana
$162K
FHA
448
First Horizon Advisors
Tennessee
$152K -$2.16K -8 -1%
FDW
449
Fourth Dimension Wealth
Ohio
$151K +$143K +530 New
AAM
450
Advisors Asset Management
Colorado
$147K -$143K -528 -51%

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.