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Burlington

470 hedge funds and large institutions have $15.5B invested in Burlington in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 165 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $537M | Put options by funds: $307M

33% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 46

12% more capital invested

Capital invested by funds: $13.8B → $15.5B (+$1.7B)

2% more funds holding

Funds holding: 459470 (+11)

9% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 165

6.47% less ownership

Funds ownership: 110.06%103.59% (-6.5%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
470
Holders Change
+11
Holders Change %
+2.4%
% of All Funds
6.77%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
61
Increased
180
Reduced
165
Closed
46
Calls
$537M
Puts
$307M
Net Calls
+$230M
Net Calls Change
+$304M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$115M -$14.7M -72,116 -13%
Los Angeles Capital Management
27
Los Angeles Capital Management
California
$115M +$82.9M +406,426 +466%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$111M +$27.2M +133,333 +39%
DCM
29
Dorsal Capital Management
California
$110M -$30.6M -150,000 -24%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$109M +$55.3M +270,829 +136%
American Century Companies
31
American Century Companies
Missouri
$109M -$9.68M -47,464 -9%
BCPEMI
32
Bain Capital Public Equity Management II
Massachusetts
$108M -$9.92M -48,615 -9%
William Blair Investment Management
33
William Blair Investment Management
Illinois
$107M -$1.54M -7,571 -2%
SIMG
34
Stephens Investment Management Group
Texas
$98M +$184K +902 +0.2%
CCM
35
Candlestick Capital Management
Connecticut
$97.5M -$3.65M -17,890 -4%
Charles Schwab
36
Charles Schwab
California
$92.2M +$125K +612 +0.2%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$88.1M +$2.31M +11,324 +3%
N
38
Nuveen
North Carolina
$86M +$23.2M +113,878 +44%
FCM
39
Frontier Capital Management
Massachusetts
$81.6M +$4.46M +21,870 +7%
SAM
40
Scopus Asset Management
New York
$81.3M +$15.3M +75,000 +27%
Bank of America
41
Bank of America
North Carolina
$81.2M +$10.7M +52,485 +18%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$80.1M +$14.5M +70,930 +26%
UBS AM
43
UBS AM
Illinois
$79.1M -$1.26M -6,189 -2%
Legal & General Group
44
Legal & General Group
United Kingdom
$78.1M -$1.48M -7,247 -2%
FAM
45
Fred Alger Management
New York
$77.3M +$8.32M +40,767 +14%
JCM
46
Junto Capital Management
New York
$76.7M +$20.4M +99,831 +43%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$71.2M +$61.9M +303,551 +10,051%
SC
48
Samlyn Capital
New York
$70.4M -$17.1M -83,839 -22%
GKIM
49
GW&K Investment Management
Massachusetts
$63.8M -$904K -4,431 -2%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$61.9M -$6.94M -33,997 -11%

BURL Hedge Fund Activity: Q1 2024 in Review

470 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q1 2024, worth a combined $15.5B — up 12% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BURL positions and 46 closed out — a net gain of 15 holders — while 180 added to existing stakes and 165 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $103M. The largest seller was Morgan Stanley, cutting an estimated $594M.

  • 470 institutional investors held Burlington (BURL) as of Q1 2024, up from 459 in Q4 2023.
  • Funds reported $15.5B of Burlington stock for Q1 2024, up 12% quarter-over-quarter.
  • 61 funds opened new Burlington positions in Q1 2024 and 46 closed out, a net change of +15 holders.
  • The largest Burlington buyer in Q1 2024 was Holocene Advisors, an estimated $103M added.
  • The largest Burlington seller in Q1 2024 was Morgan Stanley, an estimated $594M sold.

Based on aggregated 13F filings for Q1 2024.