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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
+$94.1M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$73M |
| 3 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$65.7M |
| 4 |
JCM
Junto Capital Management
New York
|
+$64.3M |
| 5 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$53.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$189M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$85.1M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$75.5M |
| 4 |
MCM
Melvin Capital Management
New York
|
-$72.1M |
| 5 |
SC
Samlyn Capital
New York
|
-$71.3M |
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.