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Burlington

413 hedge funds and large institutions have $8.86B invested in Burlington in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 160 increasing their positions, 140 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 140

3% less funds holding

Funds holding: 426413 (-13)

4.36% less ownership

Funds ownership: 104.8%100.43% (-4.4%)

17% less capital invested

Capital invested by funds: $10.7B → $8.86B (-$1.85B)

18% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 61

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

26% less call options, than puts

Call options by funds: $332M | Put options by funds: $448M

Holders
413
Holders Change
-13
Holders Change %
-3.05%
% of All Funds
6.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
50
Increased
160
Reduced
140
Closed
61
Calls
$332M
Puts
$448M
Net Calls
-$116M
Net Calls Change
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
451
B. Metzler seel. Sohn & Co
Germany
-$221K -1,404 Closed
Axa
452
Axa
France
-$215K -1,367 Closed
TI
453
Tidal Investments
Wisconsin
-$209K -1,327 Closed
SLAM
454
Swiss Life Asset Management
-$208K -1,320 Closed
GC
455
Guggenheim Capital
Illinois
-$204K -1,293 Closed
DC
456
Davenport & Co
Virginia
-$203K -1,290 Closed
RI
457
Redwood Investments
Massachusetts
-$201K -1,278 Closed
MAM
458
Marquette Asset Management
Minnesota
-$200K -1,270 Closed
AS
459
AM Squared
Hong Kong
-$142K -900 Closed
QT
460
Quantbot Technologies
New York
-$117K -743 Closed
HT
461
Headlands Technologies
Illinois
-$71.3K -453 Closed
AIM
462
Achmea Investment Management
Netherlands
-$40K -257 Closed
VAG
463
VisionPoint Advisory Group
Texas
-$10.2K -65 Closed
DI
464
Disciplined Investments
Oklahoma
-$8.66K -55 Closed
WIM
465
WealthPlan Investment Management
Nebraska
-$7.87K -50 Closed
GGHC
466
Gilder Gagnon Howe & Co
New York
-$5.35K -34 Closed
CT
467
Cambridge Trust
Massachusetts
-$5.04K -32 Closed
AIM
468
Anchor Investment Management
South Carolina
-$3.46K -22 Closed
TAIM
469
TD Ameritrade Investment Management
Nebraska
-$1K -8 Closed
CPG
470
Cornerstone Planning Group
New Jersey
-$944 -6 Closed
PVH
471
Psagot Value Holdings
Israel
-$1K -6 Closed
WP
472
WealthPLAN Partners
Nebraska
-$944 -6 Closed
HCP
473
Hexagon Capital Partners
Arkansas
-$315 -2 Closed
CA
474
Crewe Advisors
Utah
-$158 -1 Closed

BURL Hedge Fund Activity: Q3 2023 in Review

413 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q3 2023, worth a combined $8.86B — down 17% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of BURL and 50 opened new positions — a net loss of 11 holders — while 140 trimmed existing stakes and 160 added.

The largest buyer was Citadel Advisors, adding an estimated $175M. The largest seller was T. Rowe Price Associates, cutting an estimated $467M.

  • 413 institutional investors held Burlington (BURL) as of Q3 2023, down from 426 in Q2 2023.
  • Funds reported $8.86B of Burlington stock for Q3 2023, down 17% quarter-over-quarter.
  • 50 funds opened new Burlington positions in Q3 2023 and 61 closed out, a net change of -11 holders.
  • The largest Burlington buyer in Q3 2023 was Citadel Advisors, an estimated $175M added.
  • The largest Burlington seller in Q3 2023 was T. Rowe Price Associates, an estimated $467M sold.

Based on aggregated 13F filings for Q3 2023.