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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.26B +$52.4M +235,333 +3%
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.68B +$73M +327,438 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.53B +$12.6M +56,409 +1%
BlackRock
4
BlackRock
New York
$889M -$39.3M -176,410 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$708M -$33.6M -150,746 -5%
Capital International Investors
6
Capital International Investors
California
$634M +$33.9M +152,096 +7%
Adage Capital Partners
7
Adage Capital Partners
Massachusetts
$545M -$65.7M -295,059 -12%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$484M -$7.61M -34,140 -2%
Capital World Investors
9
Capital World Investors
California
$483M -$189M -848,842 -32%
TP
10
Third Point
New York
$437M – – –
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$348M +$23.5M +105,555 +9%
State Street
12
State Street
Massachusetts
$339M -$8.34M -37,418 -3%
Artisan Partners
13
Artisan Partners
Wisconsin
$317M +$7.05M +31,664 +3%
AllianceBernstein
14
AllianceBernstein
Tennessee
$288M -$85.1M -381,886 -26%
ACM
15
Atlanta Capital Management
Georgia
$268M -$1.38M -6,188 -0.6%
Wells Fargo
16
Wells Fargo
California
$256M -$37M -166,269 -14%
Goldman Sachs
17
Goldman Sachs
New York
$251M -$26M -116,809 -11%
Victory Capital Management
18
Victory Capital Management
Texas
$248M -$8.63M -38,744 -4%
Parnassus Investments
19
Parnassus Investments
California
$237M -$3.93M -17,630 -2%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$232M +$47.3M +212,387 +32%
JP Morgan Chase
21
JP Morgan Chase
New York
$218M -$7.54M -33,822 -4%
Aberdeen Group
22
Aberdeen Group
United Kingdom
$200M +$65.7M +295,009 +63%
Bessemer Group
23
Bessemer Group
New Jersey
$197M +$1.1M +4,931 +0.7%
DCP
24
DSM Capital Partners
Florida
$191M -$5.99M -26,908 -4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$183M +$10.3M +46,275 +7%
1
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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.