We are live on ! Find out more
BURL icon

Burlington

487 hedge funds and large institutions have $19.7B invested in Burlington in 2021 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 182 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more call options, than puts

Call options by funds: $199M | Put options by funds: $161M

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0.23% less ownership

Funds ownership: 104.13%103.9% (-0.23%)

1% less funds holding

Funds holding: 490487 (-3)

4% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 182

12% less capital invested

Capital invested by funds: $22.3B → $19.7B (-$2.64B)

Holders
487
Holders Change
-3
Holders Change %
-0.61%
% of All Funds
8.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
55
Increased
174
Reduced
182
Closed
54
Calls
$199M
Puts
$161M
Net Calls
+$38.2M
Net Calls Change
+$89.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
201
Optimal Asset Management
California
$2.75M +$8.63K +27 +0.3%
TCM
202
Tributary Capital Management
Nebraska
$2.71M -$36.4K -114 -1%
Mackenzie Financial
203
Mackenzie Financial
Ontario, Canada
$2.71M +$2.24M +7,008 +276%
PCM
204
Penn Capital Management
Pennsylvania
$2.67M -$490K -1,534 -14%
Toronto Dominion Bank
205
Toronto Dominion Bank
Ontario, Canada
$2.67M +$148K +463 +5%
HWM
206
Hohimer Wealth Management
Washington
$2.6M -$94.3K -295 -3%
TC
207
TownSquare Capital
Utah
$2.57M +$214K +671 +8%
ERSOT
208
Employees Retirement System of Texas
Texas
$2.5M
IMRF
209
Illinois Municipal Retirement Fund
Illinois
$2.47M -$574K -1,797 -17%
II
210
Inspire Investing
Idaho
$2.47M +$2.79M +8,718 New
II
211
IFM Investors
Australia
$2.45M
GTCM
212
Gyon Technologies Capital Management
New Jersey
$2.42M +$2.73M +8,532 New
Swedbank
213
Swedbank
Sweden
$2.39M
Principal Financial Group
214
Principal Financial Group
Iowa
$2.37M -$121K -377 -4%
FMI
215
F/M Investments
District of Columbia
$2.36M +$2.66M +8,327 New
ZIM
216
Zacks Investment Management
Illinois
$2.36M -$3.43M -10,717 -56%
ACM
217
Alamar Capital Management
California
$2.35M +$182K +570 +7%
BC
218
Brookfield Corp
Ontario, Canada
$2.35M +$2.65M +8,289 New
SSA
219
Schonfeld Strategic Advisors
New York
$2.27M -$991K -3,100 -28%
WG
220
Winton Group
United Kingdom
$2.23M +$632K +1,977 +34%
M&T Bank
221
M&T Bank
New York
$2.17M -$22.7K -71 -0.9%
BCI
222
Brinker Capital Investments
Pennsylvania
$2.16M
X
223
Xponance
Pennsylvania
$2.02M -$70K -219 -3%
SI
224
Shaker Investments
Ohio
$2.02M +$3.2K +10 +0.1%
HCMT
225
Highland Capital Management (Tennessee)
Tennessee
$2.01M -$199K -624 -8%

BURL Hedge Fund Activity: Q3 2021 in Review

487 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q3 2021, worth a combined $19.7B — down 12% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BURL positions and 54 closed out — a net gain of 1 holder — while 174 added to existing stakes and 182 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $371M. The largest seller was Capital Research Global Investors, cutting an estimated $674M.

  • 487 institutional investors held Burlington (BURL) as of Q3 2021, down from 490 in Q2 2021.
  • Funds reported $19.7B of Burlington stock for Q3 2021, down 12% quarter-over-quarter.
  • 55 funds opened new Burlington positions in Q3 2021 and 54 closed out, a net change of +1 holder.
  • The largest Burlington buyer in Q3 2021 was AllianceBernstein, an estimated $371M added.
  • The largest Burlington seller in Q3 2021 was Capital Research Global Investors, an estimated $674M sold.

Based on aggregated 13F filings for Q3 2021.