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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
SAM
51
Scopus Asset Management
New York
$83.4M -$14.2M -52,500 -15%
SOMRS
52
State of Michigan Retirement System
Michigan
$82.5M -$27K -100 -0%
1832 Asset Management
53
1832 Asset Management
Ontario, Canada
$81.6M +$77.3M +286,100 New
Franklin Resources
54
Franklin Resources
California
$77M +$3.1M +11,469 +4%
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$72.4M -$50.2M -185,841 -42%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$70.6M -$5.35M -19,801 -7%
Los Angeles Capital Management
57
Los Angeles Capital Management
California
$69.6M -$2.7M -9,999 -4%
SCM
58
Steadfast Capital Management
New York
$67.1M +$63.6M +235,300 New
Deutsche Bank
59
Deutsche Bank
Germany
$64.8M +$7.07M +26,170 +13%
Principal Financial Group
60
Principal Financial Group
Iowa
$64.7M +$16M +59,173 +35%
Victory Capital Management
61
Victory Capital Management
Texas
$63.3M +$20.7M +76,684 +53%
Wellington Management Group
62
Wellington Management Group
Massachusetts
$60.7M +$17.4M +64,233 +43%
Barclays
63
Barclays
United Kingdom
$59.2M +$18.5M +68,527 +49%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$59.1M -$20.3K -75 -0%
DGM
65
Delta Global Management
New York
$57.4M +$2.41M +8,903 +5%
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$57.3M +$2.82M +10,430 +5%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$56.7M +$2.34M +8,663 +5%
Swiss National Bank
68
Swiss National Bank
Switzerland
$51.3M -$2.59M -9,600 -5%
HMCP
69
Hook Mill Capital Partners
New York
$50.8M -$3.84M -14,215 -7%
Walleye Capital
70
Walleye Capital
New York
$44.1M +$8.37M +30,962 +25%
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$40.6M -$855K -3,163 -2%
Verition Fund Management
72
Verition Fund Management
Connecticut
$39.8M +$8.02M +29,676 +27%
Fidelity International
73
Fidelity International
Bermuda
$39.5M +$15.6M +57,837 +72%
MGCM
74
Mane Global Capital Management
New York
$39.4M +$10.4M +38,570 +39%
CC
75
Cartenna Capital
Connecticut
$39.3M +$37.3M +137,872 New

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.