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Burlington

438 hedge funds and large institutions have $13.8B invested in Burlington in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 152 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 56

3% more funds holding

Funds holding: 427438 (+11)

3% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 147

4% less capital invested

Capital invested by funds: $14.4B → $13.8B (-$615M)

5% less call options, than puts

Call options by funds: $312M | Put options by funds: $328M

4.61% less ownership

Funds ownership: 109.6%104.99% (-4.6%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
438
Holders Change
+11
Holders Change %
+2.58%
% of All Funds
6.98%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
73
Increased
152
Reduced
147
Closed
56
Calls
$312M
Puts
$328M
Net Calls
-$16.5M
Net Calls Change
-$64.1M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$1.37B -$11.9M -54,490 -0.8%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.3B -$800M -3,662,338 -36%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.22B +$9.13M +41,801 +0.7%
Capital International Investors
4
Capital International Investors
California
$1.14B -$61.5M -281,482 -5%
BlackRock
5
BlackRock
New York
$862M +$12M +55,099 +1%
JP Morgan Chase
6
JP Morgan Chase
New York
$681M -$117M -534,786 -14%
Capital Research Global Investors
7
Capital Research Global Investors
California
$386M -$1.75K -8 -0%
Morgan Stanley
8
Morgan Stanley
New York
$318M -$12.9M -59,137 -4%
State Street
9
State Street
Massachusetts
$269M +$4.81M +22,034 +2%
N
10
Nuveen
North Carolina
$269M +$26M +118,785 +10%
Goldman Sachs
11
Goldman Sachs
New York
$258M -$89.2M -408,244 -24%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$241M +$235M +1,077,531 +957%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$177M +$4.85M +22,205 +3%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$156M -$110M -501,616 -39%
Franklin Resources
15
Franklin Resources
California
$154M +$39.6M +181,254 +31%
Bessemer Group
16
Bessemer Group
New Jersey
$147M +$722K +3,303 +0.5%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$145M -$151M -692,823 -49%
Primecap Management
18
Primecap Management
California
$128M -$7.48M -34,250 -5%
DCP
19
DSM Capital Partners
Florida
$118M -$25.8M -118,148 -17%
Millennium Management
20
Millennium Management
New York
$111M +$105M +481,031 +698%
Norges Bank
21
Norges Bank
Norway
$110M -$5.76M -26,340 -5%
SAM
22
Scopus Asset Management
New York
$109M +$41M +187,500 +54%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$108M +$1.1M +5,046 +1%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$107M +$116M +530,395 New
Renaissance Technologies
25
Renaissance Technologies
New York
$107M +$115M +527,700 New

BURL Hedge Fund Activity: Q1 2023 in Review

438 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q1 2023, worth a combined $13.8B — down 4.3% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new BURL positions and 56 closed out — a net gain of 17 holders — while 152 added to existing stakes and 147 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $235M. The largest seller was T. Rowe Price Associates, cutting an estimated $800M.

  • 438 institutional investors held Burlington (BURL) as of Q1 2023, up from 427 in Q4 2022.
  • Funds reported $13.8B of Burlington stock for Q1 2023, down 4.3% quarter-over-quarter.
  • 73 funds opened new Burlington positions in Q1 2023 and 56 closed out, a net change of +17 holders.
  • The largest Burlington buyer in Q1 2023 was D.E. Shaw & Co, an estimated $235M added.
  • The largest Burlington seller in Q1 2023 was T. Rowe Price Associates, an estimated $800M sold.

Based on aggregated 13F filings for Q1 2023.