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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
WorldQuant Millennium Advisors
201
WorldQuant Millennium Advisors
New York
$1.85M +$1.58M +7,084 New
UIM
202
USS Investment Management
United Kingdom
$1.8M – – –
RGM
203
ROAM Global Management
New York
$1.74M +$1.48M +6,636 New
II
204
IFM Investors
Australia
$1.68M +$209K +939 +17%
BCM
205
Bridgeway Capital Management
Texas
$1.67M – – –
SC
206
Scholtz & Company
Connecticut
$1.66M +$1.41M +6,338 New
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$1.65M -$7.24M -32,478 -84%
MC
208
Maverick Capital
Texas
$1.65M +$1.41M +6,310 New
HC
209
Henshaw Capital
Massachusetts
$1.63M – – –
AQR Capital Management
210
AQR Capital Management
Connecticut
$1.6M -$1.02M -4,579 -43%
FNBOO
211
First National Bank of Omaha
Nebraska
$1.6M +$304K +1,364 +29%
Jacobs Levy Equity Management
212
Jacobs Levy Equity Management
New Jersey
$1.59M – – –
X
213
Xponance
Pennsylvania
$1.58M -$9.58K -43 -0.7%
TCM
214
Tributary Capital Management
Nebraska
$1.54M +$539K +2,418 +70%
AAM
215
Advisors Asset Management
Colorado
$1.51M +$360K +1,616 +39%
HF
216
HRT Financial
New York
$1.48M +$907K +4,070 +256%
Daiwa Securities Group
217
Daiwa Securities Group
Japan
$1.47M +$593K +2,660 +90%
PSUF
218
People's United Financial
Connecticut
$1.44M -$53.7K -241 -4%
TC
219
TownSquare Capital
Utah
$1.44M +$252K +1,133 +26%
SC
220
Sepio Capital
Utah
$1.39M +$38.8K +174 +3%
Osaic Holdings
221
Osaic Holdings
Arizona
$1.36M -$93.3K -419 -7%
PAM
222
Panagora Asset Management
Massachusetts
$1.36M -$307K -1,380 -21%
Janney Montgomery Scott
223
Janney Montgomery Scott
Pennsylvania
$1.35M -$121K -545 -10%
JIC
224
Johnson Investment Counsel
Ohio
$1.34M -$23.2K -104 -2%
Los Angeles Capital Management
225
Los Angeles Capital Management
California
$1.32M -$500K -2,243 -31%
7 8
9
10 11

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.