Burlington
BURL
474 hedge funds and large institutions have $20.5B invested in Burlington in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 136 increasing their positions, 199 reducing their positions, and 43 closing their positions.
72% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 43
10% more capital invested
Capital invested by funds: $18.6B → $20.5B (+$1.85B)
6% more funds holding
Funds holding: 449 → 474 (+25)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
4.33% less ownership
Funds ownership: 107.72% → 103.4% (-4.3%)
31% less call options, than puts
Call options by funds: $83.6M | Put options by funds: $121M
32% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 199
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alkeon Capital Management
New York
|
+$232M |
| 2 |
SAM
Scopus Asset Management
New York
|
+$115M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$109M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$70.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$242M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$162M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$136M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$117M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$97.2M |
BURL Hedge Fund Activity: Q1 2021 in Review
474 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q1 2021, worth a combined $20.5B — up 9.9% from $18.6B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new BURL positions and 43 closed out — a net gain of 31 holders — while 136 added to existing stakes and 199 trimmed.
The largest buyer was Alkeon Capital Management, opening a new position worth an estimated $232M. The largest seller was Adage Capital Partners, cutting an estimated $242M.
- 474 institutional investors held Burlington (BURL) as of Q1 2021, up from 449 in Q4 2020.
- Funds reported $20.5B of Burlington stock for Q1 2021, up 9.9% quarter-over-quarter.
- 74 funds opened new Burlington positions in Q1 2021 and 43 closed out, a net change of +31 holders.
- The largest Burlington buyer in Q1 2021 was Alkeon Capital Management, an estimated $232M added.
- The largest Burlington seller in Q1 2021 was Adage Capital Partners, an estimated $242M sold.
Based on aggregated 13F filings for Q1 2021.