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Burlington

487 hedge funds and large institutions have $19.7B invested in Burlington in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 182 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more call options, than puts

Call options by funds: $199M | Put options by funds: $161M

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0.23% less ownership

Funds ownership: 104.13%103.9% (-0.23%)

1% less funds holding

Funds holding: 490487 (-3)

4% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 182

12% less capital invested

Capital invested by funds: $22.3B → $19.7B (-$2.64B)

Holders
487
Holders Change
-3
Holders Change %
-0.61%
% of All Funds
8.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
55
Increased
174
Reduced
182
Closed
54
Calls
$199M
Puts
$161M
Net Calls
+$38.2M
Net Calls Change
+$89.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
451
Advisornet Financial
Minnesota
$7K +$7.99K +25 New
GFPC
452
Global Financial Private Client
Florida
$6.27K
CA
453
Centerpoint Advisors
Massachusetts
$6K
CTC
454
Central Trust Company
Missouri
$6K
EARNEST Partners
455
EARNEST Partners
Georgia
$6K
ST
456
Smithfield Trust
Pennsylvania
$6K
AIM
457
Anchor Investment Management
South Carolina
$5.67K +$6.39K +20 New
AA
458
Ancora Advisors
Ohio
$5K
Jones Financial Companies
459
Jones Financial Companies
Missouri
$5K
TWA
460
TCI Wealth Advisors
Arizona
$5K
Koshinski Asset Management
461
Koshinski Asset Management
Illinois
$4.54K +$5.12K +16 New
PMFA
462
Plante Moran Financial Advisors
Michigan
$4K -$4.79K -15 -54%
HPC
463
HM Payson & Co
Maine
$4K
SFP
464
Sterling Financial Planning
New Jersey
$4K
RIM
465
Ranger Investment Management
Texas
$4K +$959 +3 +27%
BIA
466
Bell Investment Advisors
California
$4K +$4.16K +13 New
BWL
467
Bogart Wealth LLC
Virginia
$4K +$4.79K +15 New
VCM
468
Versant Capital Management
Arizona
$3K -$2.24K -7 -37%
HWM
469
HighMark Wealth Management
Minnesota
$3K -$639 -2 -18%
BWM
470
Baystate Wealth Management
Massachusetts
$3K
IWA
471
IBEX Wealth Advisors
New Jersey
$3K +$2.88K +9 New
TAIM
472
TD Ameritrade Investment Management
Nebraska
$2K -$6.71K -21 -68%
GWS
473
Glassman Wealth Services
Virginia
$2K
MCM
474
Manchester Capital Management
Vermont
$2K
PFBT
475
Parkside Financial Bank & Trust
Missouri
$2K

BURL Hedge Fund Activity: Q3 2021 in Review

487 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q3 2021, worth a combined $19.7B — down 12% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BURL positions and 54 closed out — a net gain of 1 holder — while 174 added to existing stakes and 182 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $371M. The largest seller was Capital Research Global Investors, cutting an estimated $674M.

  • 487 institutional investors held Burlington (BURL) as of Q3 2021, down from 490 in Q2 2021.
  • Funds reported $19.7B of Burlington stock for Q3 2021, down 12% quarter-over-quarter.
  • 55 funds opened new Burlington positions in Q3 2021 and 54 closed out, a net change of +1 holder.
  • The largest Burlington buyer in Q3 2021 was AllianceBernstein, an estimated $371M added.
  • The largest Burlington seller in Q3 2021 was Capital Research Global Investors, an estimated $674M sold.

Based on aggregated 13F filings for Q3 2021.