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Burlington

413 hedge funds and large institutions have $8.86B invested in Burlington in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 160 increasing their positions, 140 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 140

3% less funds holding

Funds holding: 426413 (-13)

4.36% less ownership

Funds ownership: 104.8%100.43% (-4.4%)

17% less capital invested

Capital invested by funds: $10.7B → $8.86B (-$1.85B)

18% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 61

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

26% less call options, than puts

Call options by funds: $332M | Put options by funds: $448M

Holders
413
Holders Change
-13
Holders Change %
-3.05%
% of All Funds
6.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
50
Increased
160
Reduced
140
Closed
61
Calls
$332M
Puts
$448M
Net Calls
-$116M
Net Calls Change
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
101
Invesco
Georgia
$9.22M +$1.84M +11,464 +20%
CGIM
102
Capital Group Investment Management
Singapore
$9.13M +$1.01M +6,321 +10%
PMEF
103
Point72 Middle East FZE
United Arab Emirates
$8.24M +$6.97M +43,470 +250%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$8.14M -$12.1M -75,370 -62%
New York State Common Retirement Fund
105
New York State Common Retirement Fund
New York
$7.93M -$7.64M -47,636 -45%
EB
106
Eastern Bank
Massachusetts
$7.73M -$99.4K -620 -1%
PCM
107
Peregrine Capital Management
Minnesota
$7.58M +$522K +3,256 +6%
CCM
108
Cinctive Capital Management
New York
$7.57M +$8.09M +50,454 +917%
LCM
109
Logan Capital Management
Pennsylvania
$7.38M +$3.36M +20,966 +62%
Capital Fund Management (CFM)
110
Capital Fund Management (CFM)
France
$6.83M +$3.85M +23,984 +90%
NC
111
Nicholas Company
Wisconsin
$6.47M -$5.61K -35 -0.1%
HIMC
112
Heritage Investors Management Corp
Maryland
$6.46M +$104K +650 +1%
IMRF
113
Illinois Municipal Retirement Fund
Illinois
$6.09M +$3.14M +19,591 +77%
EGM
114
Engineers Gate Manager
New York
$5.94M -$2.04M -12,738 -22%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$5.79M -$321K -2,000 -4%
PCM
116
Prelude Capital Management
New York
$5.53M +$234K +1,458 +4%
Fidelity International
117
Fidelity International
Bermuda
$5.45M +$3.92M +24,442 +155%
Verition Fund Management
118
Verition Fund Management
Connecticut
$5.39M +$3.3M +20,590 +107%
CS
119
Candriam SCA
Luxembourg
$5.31M +$5.75M +35,829 +1,051%
Canada Life
120
Canada Life
Manitoba, Canada
$5.08M -$572K -3,565 -9%
WMSA
121
Weiss Multi-Strategy Advisers
New York
$5.01M -$3.19M -19,862 -35%
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$5.01M -$341K -2,124 -5%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$4.93M -$340K -2,121 -6%
TAM
124
Trillium Asset Management
Massachusetts
$4.88M +$851K +5,304 +17%
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$4.67M +$114K +710 +2%

BURL Hedge Fund Activity: Q3 2023 in Review

413 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q3 2023, worth a combined $8.86B — down 17% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of BURL and 50 opened new positions — a net loss of 11 holders — while 140 trimmed existing stakes and 160 added.

The largest buyer was Citadel Advisors, adding an estimated $175M. The largest seller was T. Rowe Price Associates, cutting an estimated $467M.

  • 413 institutional investors held Burlington (BURL) as of Q3 2023, down from 426 in Q2 2023.
  • Funds reported $8.86B of Burlington stock for Q3 2023, down 17% quarter-over-quarter.
  • 50 funds opened new Burlington positions in Q3 2023 and 61 closed out, a net change of -11 holders.
  • The largest Burlington buyer in Q3 2023 was Citadel Advisors, an estimated $175M added.
  • The largest Burlington seller in Q3 2023 was T. Rowe Price Associates, an estimated $467M sold.

Based on aggregated 13F filings for Q3 2023.