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Burlington

571 hedge funds and large institutions have $19.1B invested in Burlington in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 207 increasing their positions, 214 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

14% more capital invested

Capital invested by funds: $16.8B → $19.1B (+$2.3B)

5.18% more ownership

Funds ownership: 100.62%105.8% (+5.2%)

8% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 78

0% less funds holding

Funds holding: 573571 (-2)

3% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 214

48% less call options, than puts

Call options by funds: $283M | Put options by funds: $549M

Holders
571
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
7.52%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.18%
New
84
Increased
207
Reduced
214
Closed
78
Calls
$283M
Puts
$549M
Net Calls
-$266M
Net Calls Change
-$344M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.86B +$37M +136,911 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.82B -$14.2M -52,646 -0.8%
Capital International Investors
3
Capital International Investors
California
$1.47B +$99.4M +367,703 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
$1.26B +$218M +806,690 +22%
Morgan Stanley
5
Morgan Stanley
New York
$756M +$11.9M +44,078 +2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$720M -$8.85M -32,746 -1%
State Street
7
State Street
Massachusetts
$632M +$13.2M +49,017 +2%
SIM
8
SRS Investment Management
New York
$362M +$33.5M +123,973 +11%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$348M -$40.4M -149,565 -11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$308M +$2.4M +8,892 +0.8%
Alyeska Investment Group
11
Alyeska Investment Group
Illinois
$300M +$53.3M +197,187 +23%
ACM
12
Anomaly Capital Management
New York
$274M +$46.6M +172,431 +22%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$272M +$60.8M +225,124 +31%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$271M -$28M -103,767 -10%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$239M -$987K -3,654 -0.4%
Norges Bank
16
Norges Bank
Norway
$227M +$1.78M +6,570 +0.8%
American Century Companies
17
American Century Companies
Missouri
$202M +$27.9M +103,202 +17%
Citadel Advisors
18
Citadel Advisors
Florida
$197M -$57M -210,943 -23%
UBS AM
19
UBS AM
Illinois
$192M +$64.9M +240,144 +56%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$191M +$15.6M +57,794 +9%
Millennium Management
21
Millennium Management
New York
$190M +$80.8M +298,910 +81%
Invesco
22
Invesco
Georgia
$185M +$84.3M +312,033 +92%
ClearBridge Investments
23
ClearBridge Investments
New York
$184M +$312K +1,155 +0.2%
Northern Trust
24
Northern Trust
Illinois
$176M +$28.5M +105,380 +21%
Holocene Advisors
25
Holocene Advisors
New York
$176M +$5.88M +21,767 +4%

BURL Hedge Fund Activity: Q4 2024 in Review

571 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2024, worth a combined $19.1B — up 14% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BURL positions and 78 closed out — a net gain of 6 holders — while 207 added to existing stakes and 214 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $218M. The largest seller was Marshall Wace, exiting entirely with an estimated $81.5M sold.

  • 571 institutional investors held Burlington (BURL) as of Q4 2024, down from 573 in Q3 2024.
  • Funds reported $19.1B of Burlington stock for Q4 2024, up 14% quarter-over-quarter.
  • 84 funds opened new Burlington positions in Q4 2024 and 78 closed out, a net change of +6 holders.
  • The largest Burlington buyer in Q4 2024 was JP Morgan Chase, an estimated $218M added.
  • The largest Burlington seller in Q4 2024 was Marshall Wace, an estimated $81.5M sold.

Based on aggregated 13F filings for Q4 2024.