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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
HFS
126
Hantz Financial Services
Michigan
$8.1M +$125K +563 +2%
Asset Management One
127
Asset Management One
Japan
$7.88M -$86.2K -387 -1%
APG Asset Management
128
APG Asset Management
Netherlands
$7.54M -$614K -2,755 -7%
AG
129
Aperio Group
California
$7.39M +$64.4K +289 +1%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$7.3M -$1.01M -4,525 -14%
PAMU
131
Pictet Asset Management (UK)
United Kingdom
$7.3M +$356K +1,600 +6%
Barclays
132
Barclays
United Kingdom
$7.22M -$1.39M -6,253 -18%
ORI
133
Oak Ridge Investments
Illinois
$6.97M -$1.31M -5,897 -18%
CC
134
Carlson Capital
Texas
$6.62M -$17.6M -79,114 -76%
PMAM
135
Picton Mahoney Asset Management
Ontario, Canada
$6.55M -$4.79M -21,510 -46%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$6.52M +$20.1K +90 +0.4%
DACG
137
Donor Advised Charitable Giving
California
$6.37M +$5.42M +24,339 New
GIA
138
Gateway Investment Advisers
Ohio
$5.95M -$9.58K -43 -0.2%
Royal London Asset Management
139
Royal London Asset Management
United Kingdom
$5.95M -$133K -599 -3%
AAI
140
Aequim Alternative Investments
California
$5.91M +$5.04M +22,600 New
FAF
141
Första AP-fonden
Sweden
$5.88M +$1.65M +7,400 +49%
Macquarie Group
142
Macquarie Group
Australia
$5.87M +$9.8K +44 +0.2%
FAF
143
Fjarde Ap-fonden
Sweden
$5.76M -$22.3K -100 -0.5%
Nomura Holdings
144
Nomura Holdings
Japan
$5.6M +$4.77M +21,400 New
NLGIA
145
Nippon Life Global Investors Americas
New York
$5.59M +$735K +3,300 +18%
Stifel Financial
146
Stifel Financial
Missouri
$5.59M +$3.96M +17,785 +494%
SAM
147
Storebrand Asset Management
Norway
$5.53M -$328K -1,474 -7%
US Bancorp
148
US Bancorp
Minnesota
$5.5M +$352K +1,579 +8%
EVM
149
Eaton Vance Management
Massachusetts
$5.27M +$668 +3 +0%
VMPIC
150
Varma Mutual Pension Insurance Co
Finland
$5.23M – – –
4 5
6
7 8

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.