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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
T
526
Transce3nd
Texas
$6.84K +$6.49K +24 New
HNW
527
High Note Wealth
Minnesota
$6.27K +$5.95K +22 New
ST
528
Smithfield Trust
Pennsylvania
$6K
A
529
AlphaQuest
New York
$5.99K -$1.4M -5,187 -100%
CAL
530
Capital Advisors Ltd
Ohio
$5K
MCM
531
MAI Capital Management
Ohio
$4.56K +$4.32K +16 New
VWA
532
Valued Wealth Advisors
Utah
$4.28K +$3.24K +12 +400%
AT
533
Avalon Trust
New Mexico
$4.28K +$4.05K +15 New
BBHC
534
Brown Brothers Harriman & Co
New York
$3.99K
S
535
Sachetta
Massachusetts
$3.71K +$270 +1 +8%
MCM
536
MV Capital Management
Maryland
$3.71K -$270 -1 -7%
TPCW
537
TD Private Client Wealth
New York
$3.42K
WPA
538
West Paces Advisors
Georgia
$3.42K
WWP
539
WR Wealth Planners
Missouri
$3.42K +$540 +2 +20%
TC
540
Trust Company
Kansas
$3.14K
DPW
541
DiNuzzo Private Wealth
Pennsylvania
$2.85K -$270 -1 -9%
FC
542
Family CFO
California
$2.85K +$2.7K +10 New
SS
543
SBI Securities
Japan
$2.85K +$2.7K +10 New
TIM
544
Tortoise Investment Management
New York
$2.57K
TWD
545
True Wealth Design
Ohio
$2.28K -$4.05K -15 -65%
BIA
546
Bell Investment Advisors
California
$2.28K
HI
547
Horizon Investments
North Carolina
$2.28K +$2.16K +8 New
CA
548
Continuum Advisory
Idaho
$2K -$2.7K -10 -59%
CIAS
549
CBIZ Investment Advisory Services
Ohio
$2K +$1.89K +7 New
SIC
550
SJS Investment Consulting
Ohio
$1.71K -$1.35K -5 -45%

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.