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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
1832 Asset Management
101
1832 Asset Management
Ontario, Canada
$16.7M +$14.3M +64,027 New
GT
102
Glenview Trust
Kentucky
$16.5M +$1.41M +6,350 +11%
MSV
103
MN Services Vermogensbeheer
Netherlands
$15.5M +$646K +2,900 +5%
EB
104
Eastern Bank
Massachusetts
$15.3M +$14.5K +65 +0.1%
SEI Investments
105
SEI Investments
Pennsylvania
$14.2M +$58.4K +262 +0.5%
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$13.7M +$474K +2,126 +4%
SC
107
Shellback Capital
Massachusetts
$13.5M -$22.3M -100,184 -66%
BSA
108
Braun Stacey Associates
New York
$13.3M -$1.23M -5,500 -10%
IM
109
Islet Management
New York
$13.1M +$11.1M +50,000 New
OAM
110
Oppenheimer Asset Management
New York
$12.9M +$170K +761 +2%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$12.3M -$8.17M -36,682 -44%
UBS Group
112
UBS Group
Switzerland
$11.5M +$2.5M +11,224 +34%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$11.2M -$179K -802 -2%
Citigroup
114
Citigroup
New York
$10.3M +$435K +1,953 +5%
Canada Life
115
Canada Life
Manitoba, Canada
$9.88M -$397K -1,781 -4%
HIMC
116
Heritage Investors Management Corp
Maryland
$9.79M -$172K -772 -2%
SI
117
Scout Investments
Missouri
$9.54M -$144K -647 -2%
MCL
118
MIK Capital LP
New York
$9.46M +$8.06M +36,185 New
Millennium Management
119
Millennium Management
New York
$9.42M -$1.72M -7,739 -18%
CIP
120
Chartwell Investment Partners
Pennsylvania
$9.22M -$1.87M -8,412 -19%
SFM
121
Sphera Funds Management
Israel
$9.15M – – –
CI
122
Cambiar Investors
Colorado
$8.85M -$77.8K -349 -1%
Citadel Advisors
123
Citadel Advisors
Florida
$8.66M +$6.14M +27,574 +496%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.5M +$1.48M +6,637 +26%
Schroder Investment Management Group
125
Schroder Investment Management Group
United Kingdom
$8.33M +$6.86M +30,781 +2,923%
3 4
5
6 7

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.