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Burlington
BURL

446 hedge funds and large institutions have $18.7B invested in Burlington in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 136 increasing their positions, 168 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

58% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 50

25% more capital invested

Capital invested by funds: $14.9B → $18.7B (+$3.76B)

6% more funds holding

Funds holding: 420 → 446 (+26)

1.86% less ownership

Funds ownership: 109.6% → 107.74% (-1.9%)

19% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 168

26% less call options, than puts

Call options by funds: $114M | Put options by funds: $153M

Holders
446
Holders Change
+26
Holders Change %
+6.19%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
79
Increased
136
Reduced
168
Closed
50
Calls
$114M
Puts
$153M
Net Calls
-$39.2M
Net Calls Change
-$24.8M

Top Buyers

1
CTA
Carillon Tower Advisers
Florida
+$94.1M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$73M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$65.7M
4
JCM
Junto Capital Management
New York
+$64.3M
5
DCP
Durable Capital Partners
Maryland
+$53.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$189M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$85.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$75.5M
4
MCM
Melvin Capital Management
New York
-$72.1M
5
SC
Samlyn Capital
New York
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$167M +$33.3M +149,327 +30%
DCP
27
Durable Capital Partners
Maryland
$167M +$53.1M +238,446 +60%
Norges Bank
28
Norges Bank
Norway
$163M +$3.38M +15,180 +3%
William Blair Investment Management
29
William Blair Investment Management
Illinois
$158M -$4.55M -20,436 -3%
EAM
30
Eagle Asset Management
Florida
$136M -$22.2M -99,545 -16%
Bank of America
31
Bank of America
North Carolina
$133M +$19.6M +87,850 +21%
N
32
Nuveen
North Carolina
$128M +$23.9M +107,280 +28%
CAM
33
Congress Asset Management
Massachusetts
$128M +$131K +590 +0.1%
CTA
34
Carillon Tower Advisers
Florida
$118M +$94.1M +422,183 +1,502%
Primecap Management
35
Primecap Management
California
$115M -$1.23M -5,500 -1%
Northern Trust
36
Northern Trust
Illinois
$112M -$2.83M -12,692 -3%
Franklin Resources
37
Franklin Resources
California
$111M +$4.5M +20,198 +5%
AIM
38
Artemis Investment Management
United Kingdom
$106M +$13M +58,424 +17%
TCM
39
TimesSquare Capital Management
New York
$101M +$6.49M +29,137 +8%
Legal & General Group
40
Legal & General Group
United Kingdom
$99.7M -$5.17M -23,223 -6%
Charles Schwab
41
Charles Schwab
California
$93.4M +$2.89M +12,972 +4%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$89.2M +$7.61M +34,167 +11%
AAMU
43
AEGON Asset Management (UK)
United Kingdom
$87.4M -$1.83M -8,216 -2%
Allianz Asset Management
44
Allianz Asset Management
Germany
$86.7M +$19.3M +86,526 +35%
FCM
45
Frontier Capital Management
Massachusetts
$86.3M +$16.6M +74,476 +29%
ClearBridge Investments
46
ClearBridge Investments
New York
$85.1M -$2.75M -12,345 -4%
DCM
47
Dorsal Capital Management
California
$78.5M -$36.8M -165,000 -35%
JCM
48
Junto Capital Management
New York
$75.5M +$64.3M +288,527 New
Jennison Associates
49
Jennison Associates
New York
$73M +$12.1M +54,320 +24%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$72M +$270K +1,212 +0.4%
1
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3 4 5

BURL Hedge Fund Activity: Q4 2020 in Review

446 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2020, worth a combined $18.7B — up 25% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BURL positions and 50 closed out — a net gain of 29 holders — while 136 added to existing stakes and 168 trimmed.

The largest buyer was Carillon Tower Advisers, adding an estimated $94.1M. The largest seller was Capital World Investors, cutting an estimated $189M.

  • 446 institutional investors held Burlington (BURL) as of Q4 2020, up from 420 in Q3 2020.
  • Funds reported $18.7B of Burlington stock for Q4 2020, up 25% quarter-over-quarter.
  • 79 funds opened new Burlington positions in Q4 2020 and 50 closed out, a net change of +29 holders.
  • The largest Burlington buyer in Q4 2020 was Carillon Tower Advisers, an estimated $94.1M added.
  • The largest Burlington seller in Q4 2020 was Capital World Investors, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2020.