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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
WT
451
Washington Trust
Rhode Island
$21.6K
FRA
452
Front Row Advisors
California
$17.8K -$1.85K -9 -11%
CB
453
CNB Bank
Pennsylvania
$15.4K
WT
454
Whittier Trust
California
$13.7K +$11.7K +57 New
FFA
455
Farther Finance Advisors
California
$13.5K +$1.65K +8 +16%
VCM
456
Versant Capital Management
Arizona
$13.2K +$10.9K +53 +2,650%
NCM
457
Northwest Capital Management
Oregon
$12K
IA
458
IFP Advisors
Florida
$11.5K +$2.06K +10 +26%
LFA
459
LGT Financial Advisors
Texas
$11K +$9.47K +46 New
PFBT
460
Parkside Financial Bank & Trust
Missouri
$10.8K +$3.5K +17 +61%
QC
461
Quent Capital
New York
$10.3K
VNA
462
Valley National Advisers
Pennsylvania
$10K
NA
463
NewEdge Advisors
Louisiana
$9.6K -$15.4K -75 -65%
WBC
464
West Branch Capital
Massachusetts
$9.36K
LSA
465
Leonteq Securities AG
Switzerland
$9.36K +$8.03K +39 New
UB
466
UMB Bank
Missouri
$8.64K +$3.91K +19 +112%
OLVIG
467
Oliver Lagore Vanvalin Investment Group
Michigan
$7.44K -$2.26K -11 -26%
FFO
468
Fortitude Family Office
Arizona
$7.44K
1IA
469
1620 Investment Advisors
Massachusetts
$7.2K +$6.17K +30 New
FFA
470
Frazier Financial Advisors
Ohio
$6.96K
ATPW
471
Ashton Thomas Private Wealth
Arizona
$6.48K +$5.56K +27 New
WTC
472
WhitTier Trust Company
Nevada
$6K -$206 -1 -4%
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$5.76K
WB
474
Webster Bank
Connecticut
$5.76K
CA
475
Continuum Advisory
Idaho
$5.28K -$206 -1 -4%

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.