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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
Squarepoint
26
Squarepoint
New York
$68.3M +$69M +430,301 +578%
American Century Companies
27
American Century Companies
Missouri
$68M +$1.06M +6,632 +1%
Jennison Associates
28
Jennison Associates
New York
$64.7M +$16.9M +105,464 +28%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$62.8M -$488K -3,045 -0.7%
Point72 Asset Management
30
Point72 Asset Management
Connecticut
$60.3M -$9.2M -57,330 -11%
Northern Trust
31
Northern Trust
Illinois
$60.2M +$1.19M +7,420 +2%
Marshall Wace
32
Marshall Wace
United Kingdom
$58.2M +$65.9M +411,104 +2,130%
RCMU
33
Rokos Capital Management (UK)
United Kingdom
$57.8M +$57.7M +359,842 +560%
Select Equity Group
34
Select Equity Group
New York
$57.6M +$68.3M +426,027 New
Man Group
35
Man Group
United Kingdom
$56.6M -$38.7M -241,005 Closed
SIMG
36
Stephens Investment Management Group
Texas
$54.9M +$13.6M +84,671 +26%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$54.6M -$45.3M -282,178 -41%
Alyeska Investment Group
38
Alyeska Investment Group
Illinois
$53.2M +$19M +118,478 +43%
Legal & General Group
39
Legal & General Group
United Kingdom
$53M -$667K -4,157 -1%
SAM
40
Scopus Asset Management
New York
$52.4M +$62.1M +387,300 New
TD Asset Management
41
TD Asset Management
Ontario, Canada
$52.3M -$5.96M -37,172 -9%
Charles Schwab
42
Charles Schwab
California
$51.8M +$521K +3,250 +0.9%
Bessemer Group
43
Bessemer Group
New Jersey
$51.3M -$26.2M -163,397 -30%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$48.5M +$2.59M +16,150 +5%
William Blair Investment Management
45
William Blair Investment Management
Illinois
$48.2M -$3.81M -23,750 -6%
Millennium Management
46
Millennium Management
New York
$47.9M -$53.8M -335,442 -49%
UBS AM
47
UBS AM
Illinois
$46.8M +$10.6M +65,985 +24%
JCM
48
Junto Capital Management
New York
$46M +$386K +2,409 +0.7%
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$44M +$4.5M +28,064 +9%
WHCM
50
Wolf Hill Capital Management
Connecticut
$40.9M -$27.4M -170,700 -36%

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.