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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
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.41B -$8.75M -27,366 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.66B +$6.33M +19,790 +0.3%
Capital Research Global Investors
3
Capital Research Global Investors
California
$1.24B -$674M -2,109,121 -33%
BlackRock
4
BlackRock
New York
$956M -$25M -78,326 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$813M -$60.4M -188,906 -6%
Artisan Partners
6
Artisan Partners
Wisconsin
$774M +$205M +639,747 +31%
AllianceBernstein
7
AllianceBernstein
Tennessee
$550M +$371M +1,160,452 +149%
Capital International Investors
8
Capital International Investors
California
$539M -$169M -527,589 -22%
N
9
Nuveen
North Carolina
$457M +$264M +826,638 +105%
TP
10
Third Point
New York
$448M +$32M +100,000 +7%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$447M -$45.5M -142,477 -8%
State Street
12
State Street
Massachusetts
$392M -$3.93M -12,300 -0.9%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$387M +$8.1M +25,335 +2%
Capital World Investors
14
Capital World Investors
California
$373M +$67.1K +210 +0%
Goldman Sachs
15
Goldman Sachs
New York
$279M -$27.3M -85,554 -8%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$274M +$559K +1,748 +0.2%
Alkeon Capital Management
17
Alkeon Capital Management
New York
$271M -$681K -2,129 -0.2%
JP Morgan Chase
18
JP Morgan Chase
New York
$258M -$13.1M -41,018 -4%
Adage Capital Partners
19
Adage Capital Partners
Massachusetts
$228M -$173K -542 -0.1%
Parnassus Investments
20
Parnassus Investments
California
$227M -$9.29M -29,059 -4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$218M -$7.82M -24,470 -3%
Victory Capital Management
22
Victory Capital Management
Texas
$215M -$29.3M -91,556 -11%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$211M +$2.13M +6,654 +0.9%
Norges Bank
24
Norges Bank
Norway
$168M -$6.75M -21,129 -3%
Primecap Management
25
Primecap Management
California
$165M +$7.32M +22,900 +4%

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.