Burlington
BURL
490 hedge funds and large institutions have $22.3B invested in Burlington in 2021 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 164 increasing their positions, 179 reducing their positions, and 44 closing their positions.
48% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 44
9% more capital invested
Capital invested by funds: $20.5B → $22.3B (+$1.81B)
4% more funds holding
Funds holding: 472 → 490 (+18)
0.72% more ownership
Funds ownership: 103.41% → 104.13% (+0.72%)
8% less repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 179
30% less call options, than puts
Call options by funds: $121M | Put options by funds: $173M
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$293M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$122M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$93.1M |
| 4 |
AC
Armistice Capital
New York
|
+$81.6M |
| 5 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
+$72.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$165M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$123M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$123M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$87.7M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$66.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
526
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$8.66K | -29 | Closed |
|
|
ETC
527
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$7K | -24 | Closed |
|
|
CH
528
Canton Hathaway
Providence,
Rhode Island
| – | -$7K | -22 | Closed |
|
529
AssetMark Inc
Concord,
California
| – | -$6K | -21 | Closed |
|
|
CA
530
Clearstead Advisors
Cleveland,
Ohio
| – | -$5K | -18 | Closed |
|
|
MWP
531
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$4K | -14 | Closed |
|
|
APWA
532
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$2K | -8 | Closed |
|
|
SB
533
Strategic Blueprint
Atlanta,
Georgia
| – | +$318 | +1 | New |
|
BURL Hedge Fund Activity: Q2 2021 in Review
490 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q2 2021, worth a combined $22.3B — up 8.8% from $20.5B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new BURL positions and 44 closed out — a net gain of 21 holders — while 164 added to existing stakes and 179 trimmed.
The largest buyer was Artisan Partners, adding an estimated $293M. The largest seller was DSM Capital Partners, exiting entirely with an estimated $165M sold.
- 490 institutional investors held Burlington (BURL) as of Q2 2021, up from 472 in Q1 2021.
- Funds reported $22.3B of Burlington stock for Q2 2021, up 8.8% quarter-over-quarter.
- 65 funds opened new Burlington positions in Q2 2021 and 44 closed out, a net change of +21 holders.
- The largest Burlington buyer in Q2 2021 was Artisan Partners, an estimated $293M added.
- The largest Burlington seller in Q2 2021 was DSM Capital Partners, an estimated $165M sold.
Based on aggregated 13F filings for Q2 2021.