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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
IG
76
Ithaka Group
Virginia
$28.3M +$64.8K +291 +0.3%
National Pension Service
77
National Pension Service
South Korea
$28.3M +$168K +752 +0.7%
PPA
78
Parametric Portfolio Associates
Washington
$27.1M -$924K -4,146 -4%
CS
79
Credit Suisse
Switzerland
$27M -$2.04M -9,177 -8%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$26.7M -$795K -3,570 -3%
DZ Bank
81
DZ Bank
Germany
$26.6M +$4.1M +18,416 +22%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$26M -$2.25M -10,082 -9%
AC
83
Armistice Capital
New York
$25.5M +$21.7M +97,443 New
RJA
84
Raymond James & Associates
Florida
$24.8M +$1.79M +8,018 +9%
FAM
85
Fred Alger Management
New York
$24.7M +$4.24M +19,046 +25%
Fidelity International
86
Fidelity International
Bermuda
$24.2M +$2.65M +11,883 +15%
NC
87
Nicholas Company
Wisconsin
$24M +$828K +3,715 +2%
PCM
88
Palisade Capital Management
New Jersey
$22.8M -$3.19M -14,306 -14%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$22.6M -$1M -4,490 -5%
Aviva
90
Aviva
United Kingdom
$21.9M -$2.42M -10,851 -11%
MCM
91
Marsico Capital Management
Colorado
$20.4M +$960K +4,311 +6%
PCM
92
Peregrine Capital Management
Minnesota
$19.9M -$63.3K -284 -0.4%
BNP Paribas Asset Management
93
BNP Paribas Asset Management
France
$19M +$2.04M +9,171 +14%
Public Employees Retirement Association of Colorado
94
Public Employees Retirement Association of Colorado
Colorado
$18.9M -$86.2K -387 -0.5%
Invesco
95
Invesco
Georgia
$18.5M +$11.9M +53,348 +305%
RhumbLine Advisers
96
RhumbLine Advisers
Massachusetts
$18.2M -$806K -3,618 -5%
Canada Pension Plan Investment Board
97
Canada Pension Plan Investment Board
Ontario, Canada
$17.9M +$5.74M +25,781 +61%
Morgan Stanley
98
Morgan Stanley
New York
$17.7M +$6.17M +27,678 +69%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$17.5M +$357K +1,602 +2%
SO
100
STRS Ohio
Ohio
$17.1M -$425K -1,909 -3%
2 3
4
5 6

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.