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Burlington

487 hedge funds and large institutions have $19.7B invested in Burlington in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 182 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more call options, than puts

Call options by funds: $199M | Put options by funds: $161M

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0.23% less ownership

Funds ownership: 104.13%103.9% (-0.23%)

1% less funds holding

Funds holding: 490487 (-3)

4% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 182

12% less capital invested

Capital invested by funds: $22.3B → $19.7B (-$2.64B)

Holders
487
Holders Change
-3
Holders Change %
-0.61%
% of All Funds
8.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
55
Increased
174
Reduced
182
Closed
54
Calls
$199M
Puts
$161M
Net Calls
+$38.2M
Net Calls Change
+$89.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Candlestick Capital Management
Connecticut
$64.4M +$30.9M +96,675 +74%
Jennison Associates
52
Jennison Associates
New York
$62.5M -$11.1M -34,660 -14%
TCM
53
TimesSquare Capital Management
New York
$61.3M -$11.8M -36,810 -15%
Invesco
54
Invesco
Georgia
$60.5M -$92.8M -290,175 -58%
AC
55
Armistice Capital
New York
$60.4M -$13.9M -43,468 -17%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$55.9M -$2.71M -8,473 -4%
TD Asset Management
57
TD Asset Management
Ontario, Canada
$55.5M +$905K +2,830 +1%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$55.2M +$14.8M +46,339 +31%
Ameriprise
59
Ameriprise
Minnesota
$52.9M -$705K -2,204 -1%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$52.6M -$2.29M -7,168 -4%
ACA
61
Anchor Capital Advisors
Massachusetts
$52.5M -$80.2K -251 -0.1%
Charles Schwab
62
Charles Schwab
California
$51.9M -$45.5M -142,423 -44%
SIMG
63
Stephens Investment Management Group
Texas
$51.1M +$20.8M +65,139 +57%
Amundi
64
Amundi
France
$50.6M +$8.1M +25,337 +17%
FCM
65
Frontier Capital Management
Massachusetts
$50.2M -$21.8M -68,142 -28%
GKIM
66
GW&K Investment Management
Massachusetts
$44.1M -$416K -1,301 -0.8%
CI Investments Inc
67
CI Investments Inc
Ontario, Canada
$43.6M -$459K -1,436 -0.9%
Marshall Wace
68
Marshall Wace
United Kingdom
$43.2M +$36.6M +114,355 +300%
SAM
69
Scopus Asset Management
New York
$42.5M -$51.9M -162,500 -52%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$42.3M -$129K -404 -0.3%
Holocene Advisors
71
Holocene Advisors
New York
$42.1M +$47.1M +147,336 +13,274%
Millennium Management
72
Millennium Management
New York
$41.4M +$26.5M +82,868 +132%
Federated Hermes
73
Federated Hermes
Pennsylvania
$40.7M +$19.6M +61,456 +75%
Squarepoint
74
Squarepoint
New York
$40.6M +$45.2M +141,444 +7,621%
Morgan Stanley
75
Morgan Stanley
New York
$40.1M +$6M +18,768 +15%

BURL Hedge Fund Activity: Q3 2021 in Review

487 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q3 2021, worth a combined $19.7B — down 12% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BURL positions and 54 closed out — a net gain of 1 holder — while 174 added to existing stakes and 182 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $371M. The largest seller was Capital Research Global Investors, cutting an estimated $674M.

  • 487 institutional investors held Burlington (BURL) as of Q3 2021, down from 490 in Q2 2021.
  • Funds reported $19.7B of Burlington stock for Q3 2021, down 12% quarter-over-quarter.
  • 55 funds opened new Burlington positions in Q3 2021 and 54 closed out, a net change of +1 holder.
  • The largest Burlington buyer in Q3 2021 was AllianceBernstein, an estimated $371M added.
  • The largest Burlington seller in Q3 2021 was Capital Research Global Investors, an estimated $674M sold.

Based on aggregated 13F filings for Q3 2021.