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Burlington

571 hedge funds and large institutions have $19.1B invested in Burlington in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 207 increasing their positions, 214 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

14% more capital invested

Capital invested by funds: $16.8B → $19.1B (+$2.3B)

5.18% more ownership

Funds ownership: 100.62%105.8% (+5.2%)

8% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 78

0% less funds holding

Funds holding: 573571 (-2)

3% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 214

48% less call options, than puts

Call options by funds: $283M | Put options by funds: $549M

Holders
571
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
7.52%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.18%
New
84
Increased
207
Reduced
214
Closed
78
Calls
$283M
Puts
$549M
Net Calls
-$266M
Net Calls Change
-$344M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Clearstead Advisors
Ohio
$25.1K +$4.05K +15 +21%
LSA
502
Leonteq Securities AG
Switzerland
$24.5K +$811 +3 +4%
Jones Financial Companies
503
Jones Financial Companies
Missouri
$24.2K +$6.21K +23 +37%
GRP
504
Global Retirement Partners
California
$23.4K
CAS
505
Coppell Advisory Solutions
Texas
$23.4K -$2.7K -10 -11%
CIM
506
Contravisory Investment Management
Massachusetts
$20.5K
HI
507
Harbour Investments
Wisconsin
$19.7K -$811 -3 -4%
CB
508
CNB Bank
Pennsylvania
$18.2K
WT
509
Whittier Trust
California
$16.2K
LFA
510
LGT Financial Advisors
Texas
$13.1K
HWM
511
Hemington Wealth Management
Virginia
$13K +$2.7K +10 +27%
QC
512
Quent Capital
New York
$12.3K
WBC
513
West Branch Capital
Massachusetts
$11.1K
CT
514
Colonial Trust
South Carolina
$10.5K +$10K +37 New
WA
515
Whipplewood Advisors
Colorado
$10.3K +$9.73K +36 New
EC
516
Elequin Capital
New York
$9.98K +$9.46K +35 New
LFG
517
Larson Financial Group
Missouri
$9.41K -$270 -1 -3%
GSWM
518
Golden State Wealth Management
California
$8.27K +$7.84K +29 New
FFA
519
Frazier Financial Advisors
Ohio
$8.26K
JWA
520
JFS Wealth Advisors
Pennsylvania
$7.13K -$1.62K -6 -19%
GFPC
521
Global Financial Private Client
Florida
$7.13K +$811 +3 +14%
WTC
522
WhitTier Trust Company
Nevada
$7.13K
GWM
523
Geneos Wealth Management
Colorado
$6.84K -$3.24K -12 -33%
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$6.84K
WB
525
Webster Bank
Connecticut
$6.84K

BURL Hedge Fund Activity: Q4 2024 in Review

571 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2024, worth a combined $19.1B — up 14% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BURL positions and 78 closed out — a net gain of 6 holders — while 207 added to existing stakes and 214 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $218M. The largest seller was Marshall Wace, exiting entirely with an estimated $81.5M sold.

  • 571 institutional investors held Burlington (BURL) as of Q4 2024, down from 573 in Q3 2024.
  • Funds reported $19.1B of Burlington stock for Q4 2024, up 14% quarter-over-quarter.
  • 84 funds opened new Burlington positions in Q4 2024 and 78 closed out, a net change of +6 holders.
  • The largest Burlington buyer in Q4 2024 was JP Morgan Chase, an estimated $218M added.
  • The largest Burlington seller in Q4 2024 was Marshall Wace, an estimated $81.5M sold.

Based on aggregated 13F filings for Q4 2024.