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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
GFPC
476
Global Financial Private Client
Florida
$5.28K
JWA
477
JFS Wealth Advisors
Pennsylvania
$5.28K +$1.65K +8 +57%
Jones Financial Companies
478
Jones Financial Companies
Missouri
$5.28K +$1.65K +8 +57%
SAM
479
Smartleaf Asset Management
Massachusetts
$5.24K +$2.26K +11 +100%
ST
480
Smithfield Trust
Pennsylvania
$5K
RS
481
Rakuten Securities
Japan
$4.8K +$4.12K +20 New
HGA
482
Hobbs Group Advisors
South Carolina
$4.08K +$3.5K +17 New
NS
483
NBC Securities
Alabama
$4K
CAL
484
Capital Advisors Ltd
Ohio
$4K +$823 +4 +29%
HI
485
Harbour Investments
Wisconsin
$3.84K -$206 -1 -6%
AssetMark Inc
486
AssetMark Inc
California
$3.84K +$3.29K +16 New
Fuller & Thaler Asset Management
487
Fuller & Thaler Asset Management
California
$3.6K
MCM
488
MV Capital Management
Maryland
$3.12K +$2.26K +11 +550%
S
489
Sachetta
Massachusetts
$3.09K +$1.44K +7 +140%
WIA
490
Wetzel Investment Advisors
Indiana
$3.02K
WPA
491
West Paces Advisors
Georgia
$2.88K
WWP
492
WR Wealth Planners
Missouri
$2.64K +$2.26K +11 New
TIM
493
Tortoise Investment Management
New York
$2.16K
BIA
494
Bell Investment Advisors
California
$1.92K
DPW
495
DiNuzzo Private Wealth
Pennsylvania
$1.68K +$206 +1 +17%
SIC
496
SJS Investment Consulting
Ohio
$1.68K +$206 +1 +17%
GWSG
497
GPS Wealth Strategies Group
Colorado
$1.44K
TWD
498
True Wealth Design
Ohio
$1.44K +$823 +4 +200%
LIA
499
Lynx Investment Advisory
District of Columbia
$1.44K +$1.24K +6 New
RFS
500
Richardson Financial Services
Massachusetts
$1.2K -$1.65K -8 -62%

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.