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Burlington

514 hedge funds and large institutions have $15.6B invested in Burlington in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 207 increasing their positions, 170 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 41

68% more call options, than puts

Call options by funds: $665M | Put options by funds: $397M

22% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 170

9% more funds holding

Funds holding: 470514 (+44)

1% more capital invested

Capital invested by funds: $15.5B → $15.6B (+$92.6M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.72% less ownership

Funds ownership: 103.59%101.87% (-1.7%)

Holders
514
Holders Change
+44
Holders Change %
+9.36%
% of All Funds
7.42%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
91
Increased
207
Reduced
170
Closed
41
Calls
$665M
Puts
$397M
Net Calls
+$268M
Net Calls Change
+$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.53B +$34M +164,999 +3%
BlackRock
2
BlackRock
New York
$1.52B +$4.76M +23,154 +0.4%
Capital International Investors
3
Capital International Investors
California
$1.46B -$269M -1,309,298 -18%
JP Morgan Chase
4
JP Morgan Chase
New York
$906M +$61M +296,235 +9%
Morgan Stanley
5
Morgan Stanley
New York
$651M +$13.5M +65,757 +2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$617M -$299M -1,454,536 -36%
State Street
7
State Street
Massachusetts
$520M -$3.98M -19,336 -0.9%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$355M -$42M -204,251 -12%
Citadel Advisors
9
Citadel Advisors
Florida
$284M +$3.69M +17,924 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$266M -$66.6M -323,736 -23%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$260M -$1.58M -7,654 -0.7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$253M +$6.63M +32,208 +3%
SIM
13
SRS Investment Management
New York
$241M +$164M +798,059 +384%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$198M -$947K -4,600 -0.6%
Norges Bank
15
Norges Bank
Norway
$189M +$625K +3,039 +0.4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$185M +$13.3M +64,410 +9%
Ameriprise
17
Ameriprise
Minnesota
$185M +$24.9M +121,041 +19%
ACM
18
Anomaly Capital Management
New York
$175M +$38.6M +187,760 +35%
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$172M -$13M -63,209 -8%
ClearBridge Investments
20
ClearBridge Investments
New York
$159M +$2.9M +14,080 +2%
Holocene Advisors
21
Holocene Advisors
New York
$155M -$51.3M -249,222 -28%
AIM
22
Artemis Investment Management
United Kingdom
$146M +$8.71M +42,327 +7%
Primecap Management
23
Primecap Management
California
$143M -$2.13M -10,330 -2%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$141M +$42.8M +207,959 +55%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$141M +$23.9M +116,339 +25%

BURL Hedge Fund Activity: Q2 2024 in Review

514 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q2 2024, worth a combined $15.6B — up 0.6% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BURL positions and 41 closed out — a net gain of 50 holders — while 207 added to existing stakes and 170 trimmed.

The largest buyer was SRS Investment Management, adding an estimated $164M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $299M.

  • 514 institutional investors held Burlington (BURL) as of Q2 2024, up from 470 in Q1 2024.
  • Funds reported $15.6B of Burlington stock for Q2 2024, up 0.6% quarter-over-quarter.
  • 91 funds opened new Burlington positions in Q2 2024 and 41 closed out, a net change of +50 holders.
  • The largest Burlington buyer in Q2 2024 was SRS Investment Management, an estimated $164M added.
  • The largest Burlington seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $299M sold.

Based on aggregated 13F filings for Q2 2024.