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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
Mitsubishi UFJ Asset Management
176
Mitsubishi UFJ Asset Management
Japan
$3.34M -$65.9K -296 -2%
Skandinaviska Enskilda Banken (SEB)
177
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.33M -$98K -440 -3%
WR
178
WD Rutherford
Oregon
$3.31M +$2.82M +12,657 New
M&T Bank
179
M&T Bank
New York
$3.3M -$32.8K -147 -1%
Nomura Asset Management
180
Nomura Asset Management
Japan
$3.28M -$15.2K -68 -0.5%
Toronto Dominion Bank
181
Toronto Dominion Bank
Ontario, Canada
$3.26M +$320K +1,437 +13%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$3.17M +$156K +700 +6%
Zurich Cantonal Bank
183
Zurich Cantonal Bank
Switzerland
$3.12M -$1.64M -7,373 -38%
WP
184
Waycross Partners
Kentucky
$3.11M +$2.65M +11,888 New
PCM
185
Penn Capital Management
Pennsylvania
$2.95M -$198K -888 -7%
PI
186
PEAK6 Investments
Illinois
$2.94M +$1.33M +5,968 +113%
Man Group
187
Man Group
United Kingdom
$2.94M -$2.28M -10,246 -48%
BCIM
188
British Columbia Investment Management
British Columbia, Canada
$2.92M -$59.7K -268 -2%
CCM
189
Cohen Capital Management
California
$2.88M – – –
Jane Street
190
Jane Street
New York
$2.87M -$8.08M -36,279 -77%
NIPH
191
NN Investment Partners Holdings
Netherlands
$2.81M -$2.87M -12,879 -54%
AAF
192
Andra AP-fonden
Sweden
$2.8M -$2.81M -12,600 -54%
FAM
193
Fulcrum Asset Management
United Kingdom
$2.31M – – –
HWM
194
Hohimer Wealth Management
Washington
$2.02M -$1.34K -6 -0.1%
Marshall Wace
195
Marshall Wace
United Kingdom
$2M +$1.71M +7,655 New
Principal Financial Group
196
Principal Financial Group
Iowa
$1.96M -$76.6K -344 -4%
DekaBank Deutsche Girozentrale
197
DekaBank Deutsche Girozentrale
Germany
$1.94M +$224K +1,004 +15%
ACM
198
Alamar Capital Management
California
$1.9M +$1.62M +7,251 New
JMPWA
199
JP Morgan Private Wealth Advisors
California
$1.89M +$92.7K +416 +6%
SI
200
Shaker Investments
Ohio
$1.86M +$10.5K +47 +0.7%
6 7
8
9 10

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.