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Burlington
BURL

446 hedge funds and large institutions have $18.7B invested in Burlington in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 136 increasing their positions, 168 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

58% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 50

25% more capital invested

Capital invested by funds: $14.9B → $18.7B (+$3.76B)

6% more funds holding

Funds holding: 420 → 446 (+26)

1.86% less ownership

Funds ownership: 109.6% → 107.74% (-1.9%)

19% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 168

26% less call options, than puts

Call options by funds: $114M | Put options by funds: $153M

Holders
446
Holders Change
+26
Holders Change %
+6.19%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
79
Increased
136
Reduced
168
Closed
50
Calls
$114M
Puts
$153M
Net Calls
-$39.2M
Net Calls Change
-$24.8M

Top Buyers

1
CTA
Carillon Tower Advisers
Florida
+$94.1M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$73M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$65.7M
4
JCM
Junto Capital Management
New York
+$64.3M
5
DCP
Durable Capital Partners
Maryland
+$53.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$189M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$85.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$75.5M
4
MCM
Melvin Capital Management
New York
-$72.1M
5
SC
Samlyn Capital
New York
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$70M -$35.4M -158,850 -37%
Swiss National Bank
52
Swiss National Bank
Switzerland
$69.5M -$6.02M -27,000 -9%
Deutsche Bank
53
Deutsche Bank
Germany
$64.9M -$9.71M -43,584 -15%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$64.6M -$62.4M -280,028 -53%
UBS AM
55
UBS AM
Illinois
$60.4M +$279K +1,254 +0.5%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$58.6M -$7.11M -31,908 -12%
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$54.5M -$28.6M -128,476 -38%
Lord, Abbett & Co
58
Lord, Abbett & Co
New Jersey
$52.2M -$3.24M -14,521 -7%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$52M -$351K -1,575 -0.8%
SIMG
60
Stephens Investment Management Group
Texas
$49.1M -$669K -3,001 -2%
ACA
61
Anchor Capital Advisors
Massachusetts
$48.7M -$1.45M -6,493 -3%
CII
62
Capital International Inc
California
$48.3M +$59K +265 +0.1%
TD Asset Management
63
TD Asset Management
Ontario, Canada
$47.3M +$5.06M +22,710 +14%
GKIM
64
GW&K Investment Management
Massachusetts
$46.7M +$163K +730 +0.4%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$44.8M +$38.2M +171,281 New
AAMU
66
Amundi Asset Management US
Massachusetts
$40.1M +$6.43M +28,875 +23%
CI Investments Inc
67
CI Investments Inc
Ontario, Canada
$40M +$5.45M +24,478 +19%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$38.8M -$2.49M -11,195 -7%
Westfield Capital Management
69
Westfield Capital Management
Massachusetts
$36.9M -$14M -63,046 -31%
GCM
70
Geneva Capital Management
Wisconsin
$35.9M -$3.68M -16,515 -11%
Point72 Asset Management
71
Point72 Asset Management
Connecticut
$34.1M +$29.1M +130,550 New
KBC Group
72
KBC Group
Belgium
$34M +$2.78M +12,484 +112%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$31.7M -$1.44M -6,470 -5%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$31.5M +$686K +3,079 +3%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$29.3M -$75.5M -338,736 -75%
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BURL Hedge Fund Activity: Q4 2020 in Review

446 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2020, worth a combined $18.7B — up 25% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BURL positions and 50 closed out — a net gain of 29 holders — while 136 added to existing stakes and 168 trimmed.

The largest buyer was Carillon Tower Advisers, adding an estimated $94.1M. The largest seller was Capital World Investors, cutting an estimated $189M.

  • 446 institutional investors held Burlington (BURL) as of Q4 2020, up from 420 in Q3 2020.
  • Funds reported $18.7B of Burlington stock for Q4 2020, up 25% quarter-over-quarter.
  • 79 funds opened new Burlington positions in Q4 2020 and 50 closed out, a net change of +29 holders.
  • The largest Burlington buyer in Q4 2020 was Carillon Tower Advisers, an estimated $94.1M added.
  • The largest Burlington seller in Q4 2020 was Capital World Investors, an estimated $189M sold.

Based on aggregated 13F filings for Q4 2020.