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Burlington

413 hedge funds and large institutions have $8.86B invested in Burlington in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 160 increasing their positions, 140 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 140

3% less funds holding

Funds holding: 426413 (-13)

4.36% less ownership

Funds ownership: 104.8%100.43% (-4.4%)

17% less capital invested

Capital invested by funds: $10.7B → $8.86B (-$1.85B)

18% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 61

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

26% less call options, than puts

Call options by funds: $332M | Put options by funds: $448M

Holders
413
Holders Change
-13
Holders Change %
-3.05%
% of All Funds
6.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
50
Increased
160
Reduced
140
Closed
61
Calls
$332M
Puts
$448M
Net Calls
-$116M
Net Calls Change
-$47.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$975M +$97M +604,494 +9%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$853M -$76.9M -479,502 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$812M -$1.8M -11,213 -0.2%
BlackRock
4
BlackRock
New York
$459M -$151M -941,220 -22%
JP Morgan Chase
5
JP Morgan Chase
New York
$385M +$55.8M +347,714 +14%
Morgan Stanley
6
Morgan Stanley
New York
$323M +$51.7M +322,202 +16%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$209M -$467M -2,911,337 -65%
Holocene Advisors
8
Holocene Advisors
New York
$207M +$165M +1,030,557 +207%
Citadel Advisors
9
Citadel Advisors
Florida
$189M +$175M +1,088,543 +352%
State Street
10
State Street
Massachusetts
$181M -$133K -828 -0.1%
Goldman Sachs
11
Goldman Sachs
New York
$180M +$54.4M +339,236 +34%
Ameriprise
12
Ameriprise
Minnesota
$173M +$141M +880,366 +222%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$150M +$53.9M +335,807 +43%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$124M +$2.96M +18,467 +2%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$106M +$38.5M +239,955 +44%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$104M +$18.6M +116,002 +18%
DCM
17
Dorsal Capital Management
California
$98.1M +$16M +100,000 +16%
Norges Bank
18
Norges Bank
Norway
$92.6M +$7.96M +49,652 +8%
Primecap Management
19
Primecap Management
California
$84.2M -$1.51M -9,430 -1%
CCPM
20
Cooper Creek Partners Management
New York
$82.6M +$86M +536,038 +717%
N
21
Nuveen
North Carolina
$81.3M -$117M -726,325 -55%
SC
22
Samlyn Capital
New York
$81.3M +$96.3M +600,552 New
ClearBridge Investments
23
ClearBridge Investments
New York
$71.6M +$850K +5,302 +1%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$70.2M -$21.9M -136,621 -21%
Bank of America
25
Bank of America
North Carolina
$68.5M +$39.1M +243,458 +93%

BURL Hedge Fund Activity: Q3 2023 in Review

413 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q3 2023, worth a combined $8.86B — down 17% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of BURL and 50 opened new positions — a net loss of 11 holders — while 140 trimmed existing stakes and 160 added.

The largest buyer was Citadel Advisors, adding an estimated $175M. The largest seller was T. Rowe Price Associates, cutting an estimated $467M.

  • 413 institutional investors held Burlington (BURL) as of Q3 2023, down from 426 in Q2 2023.
  • Funds reported $8.86B of Burlington stock for Q3 2023, down 17% quarter-over-quarter.
  • 50 funds opened new Burlington positions in Q3 2023 and 61 closed out, a net change of -11 holders.
  • The largest Burlington buyer in Q3 2023 was Citadel Advisors, an estimated $175M added.
  • The largest Burlington seller in Q3 2023 was T. Rowe Price Associates, an estimated $467M sold.

Based on aggregated 13F filings for Q3 2023.