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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
BFM
101
Boothbay Fund Management
New York
$18M +$4.64M +17,156 +37%
CRM
102
Cramer Rosenthal McGlynn
Connecticut
$17.5M -$8.01M -29,651 -33%
Raymond James Financial
103
Raymond James Financial
Florida
$17.3M +$16.4M +60,794 New
LP
104
LMR Partners
United Kingdom
$16.5M +$15.4M +57,150 +9,525%
LCM
105
Logan Capital Management
Pennsylvania
$15.6M -$444K -1,643 -3%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$15.1M -$2.6M -9,613 -15%
PAMP
107
Polar Asset Management Partners
Ontario, Canada
$15M +$9.28M +34,335 +189%
CGPCS
108
Capital Group Private Client Services
California
$14.7M -$341K -1,262 -2%
Teacher Retirement System of Texas
109
Teacher Retirement System of Texas
Texas
$14.4M -$19.3M -71,264 -58%
SC
110
Shellback Capital
Massachusetts
$14.3M -$8.3M -30,700 -38%
BDLIB
111
Banque de Luxembourg Investments (BLI)
Luxembourg
$14.1M +$13.4M +49,500 New
Mitsubishi UFJ Asset Management
112
Mitsubishi UFJ Asset Management
Japan
$13.7M +$1.12M +4,143 +10%
Jane Street
113
Jane Street
New York
$13.3M +$4.42M +16,360 +54%
NC
114
Nicholas Company
Wisconsin
$13.3M
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$13.1M -$1.91M -7,063 -13%
Korea Investment Corp
116
Korea Investment Corp
South Korea
$12.9M -$2.16M -7,999 -15%
HIMC
117
Heritage Investors Management Corp
Maryland
$12.9M -$129K -477 -1%
GPGA
118
Grandeur Peak Global Advisors
Utah
$12.8M +$353K +1,305 +3%
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$12.6M -$47.6M -176,001 -80%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$12.3M +$726K +2,685 +7%
PCM
121
Peregrine Capital Management
Minnesota
$12M +$1.03M +3,828 +10%
CS
122
Candriam SCA
Luxembourg
$11.9M +$10.3M +37,978 +976%
TAM
123
Trillium Asset Management
Massachusetts
$11.9M -$468K -1,731 -4%
KBC Group
124
KBC Group
Belgium
$11.6M +$852K +3,154 +8%
JAM
125
Jupiter Asset Management
United Kingdom
$11.5M -$20.6M -76,373 -65%

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.