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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
Axa
476
Axa
France
– -$211K -1,021 Closed
GG
477
Gofen & Glossberg
Illinois
– -$206K -1,000 Closed
CH
478
Canton Hathaway
Rhode Island
– -$131K -636 Closed
BBL
479
Beck Bode LLC
Massachusetts
– -$121K -585 Closed
OPERF
480
Oregon Public Employees Retirement Fund
Oregon
– -$79K -381 Closed
SQA
481
Simon Quick Advisors
New Jersey
– -$48K -233 Closed
HFM
482
Harvest Fund Management
China
– -$49K -228 Closed
Group One Trading
483
Group One Trading
Illinois
– -$42.1K -189 Closed
CIA
484
CSat Investment Advisory
Michigan
– -$38K -183 Closed
PFWA
485
Paces Ferry Wealth Advisors
Georgia
– -$22K -105 Closed
MPWT
486
MassMutual Private Wealth & Trust
Connecticut
– -$19K -92 Closed
PFS
487
Prospera Financial Services
Texas
– -$18K -87 Closed
FFA
488
Founders Financial Alliance
North Carolina
– -$11K -53 Closed
AF
489
Advisornet Financial
Minnesota
– -$10K -50 Closed
VFA
490
Valeo Financial Advisors
Indiana
– -$8K -40 Closed
FHA
491
Flagship Harbor Advisors
Massachusetts
– -$6K -33 Closed
ETC
492
Exchange Traded Concepts
Oklahoma
– -$6K -28 Closed
BDWM
493
Brewin Dolphin Wealth Management
Ireland
– -$3.71K -18 Closed
GT
494
Glenmede Trust
Pennsylvania
– -$2K -14 Closed
NIM
495
NuWave Investment Management
New Jersey
– -$1K -6 Closed
RA
496
Rational Advisors
New York
– -$1K -6 Closed
CFB
497
Cullen/Frost Bankers
Texas
– -$1K -3 Closed
16 17 18 19
20

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.