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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
GWSG
551
GPS Wealth Strategies Group
Colorado
$1.71K
CA
552
CoreCap Advisors
Michigan
$1.71K +$1.62K +6 New
RFS
553
Richardson Financial Services
Massachusetts
$1.43K -$1.35K -5 -50%
CSWM
554
Cassady Schiller Wealth Management
Ohio
$1.43K +$1.35K +5 New
HPC
555
HM Payson & Co
Maine
$1.14K
AF
556
Advisornet Financial
Minnesota
$1.14K
RS
557
Rakuten Securities
Japan
$1.14K +$1.08K +4 New
AW
558
Avion Wealth
Texas
$1K +$270 +1 +17%
CPG
559
Cornerstone Planning Group
New Jersey
$857
CFO
560
CVA Family Office
Colorado
$855 -$540 -2 -40%
PEAK6
561
PEAK6
Illinois
$694 +$540 +2 New
CFGS
562
Concourse Financial Group Securities
Alabama
$577
MCM
563
Manchester Capital Management
Vermont
$571
WCM
564
WealthTrak Capital Management
Virginia
$571 +$540 +2 New
MAS
565
MPWM Advisory Solutions
Georgia
$570 +$540 +2 New
NC
566
NewSquare Capital
Pennsylvania
$570 +$540 +2 New
WW
567
Winnow Wealth
Texas
$296 +$540 +2 New
HWA
568
HHM Wealth Advisors
Tennessee
$286 +$270 +1 New
AWM
569
Activest Wealth Management
Florida
$285 +$270 +1 New
PWM
570
Parkworth Wealth Management
California
$285 +$270 +1 New
PWA
571
Principia Wealth Advisory
Texas
$285 +$270 +1 New
Marshall Wace
572
Marshall Wace
United Kingdom
-$81.5M -309,366 Closed
Select Equity Group
573
Select Equity Group
New York
-$43.5M -165,283 Closed
IAIM
574
International Assets Investment Management
Florida
-$345 -90,901 Closed
CSS
575
Cubist Systematic Strategies
Connecticut
-$24.3M -89,917 Closed

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.