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Burlington

287 hedge funds and large institutions have $5.8B invested in Burlington in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 88 increasing their positions, 130 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $57.3M | Put options by funds: $18.8M

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

14% more capital invested

Capital invested by funds: $5.08B → $5.8B (+$724M)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

7% more funds holding

Funds holding: 267287 (+20)

1.89% less ownership

Funds ownership: 106.4%104.51% (-1.9%)

32% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 130

Holders
287
Holders Change
+20
Holders Change %
+7.49%
% of All Funds
7.66%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
53
Increased
88
Reduced
130
Closed
32
Calls
$57.3M
Puts
$18.8M
Net Calls
+$38.5M
Net Calls Change
+$57.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
226
Nuveen Fund Advisors
Illinois
$254K +$243K +3,139 New
Barclays
227
Barclays
United Kingdom
$239K -$9.12M -117,936 -98%
WAM
228
World Asset Management
Michigan
$229K +$218K +2,824 New
B
229
Barings
North Carolina
$227K -$1.77M -22,900 -89%
Nisa Investment Advisors
230
Nisa Investment Advisors
Missouri
$227K
M&T Bank
231
M&T Bank
New York
$208K +$199K +2,573 New
BF
232
BOK Financial
Oklahoma
$206K -$43.6K -564 -18%
Zurich Cantonal Bank
233
Zurich Cantonal Bank
Switzerland
$206K +$22K +285 +13%
VOYA Investment Management
234
VOYA Investment Management
Georgia
$206K -$21.4M -276,757 -10%
DAM
235
Deltec Asset Management
New York
$203K -$116K -1,500 -38%
AIM
236
Assured Investment Management
New York
$187K +$179K +2,310 New
SG Americas Securities
237
SG Americas Securities
New York
$169K +$162K +2,089 New
Manulife (Manufacturers Life Insurance)
238
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$168K -$6.57K -85 -4%
AIG
239
American International Group
New York
$152K -$8.97K -116 -6%
IR
240
Invictus RG
Bermuda
$141K +$135K +1,742 New
CG
241
Cutler Group
California
$139K +$97.8K +1,265 +280%
AG
242
Advisor Group
Arizona
$131K -$6.81K -88 -5%
RA
243
Rational Advisors
New York
$109K +$104K +1,350 New
MAM
244
Meeder Asset Management
Ohio
$106K +$100K +1,297 New
TRCT
245
Tower Research Capital (TRC)
New York
$105K +$2.48K +32 +3%
MOACM
246
Mutual of America Capital Management
New York
$97K
DADC
247
D.A. Davidson & Co
Montana
$96K -$3.02K -39 -3%
AIM
248
Acrospire Investment Management
Illinois
$89K -$7.73K -100 -8%
LTFS
249
Ladenburg Thalmann Financial Services
Florida
$84K -$82.4K -1,065 -51%
Fuller & Thaler Asset Management
250
Fuller & Thaler Asset Management
California
$81K -$61.9K -800 -44%

BURL Hedge Fund Activity: Q3 2016 in Review

287 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q3 2016, worth a combined $5.8B — up 14% from $5.08B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BURL positions and 32 closed out — a net gain of 21 holders — while 88 added to existing stakes and 130 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $102M. The largest seller was Adage Capital Partners, cutting an estimated $136M.

  • 287 institutional investors held Burlington (BURL) as of Q3 2016, up from 267 in Q2 2016.
  • Funds reported $5.8B of Burlington stock for Q3 2016, up 14% quarter-over-quarter.
  • 53 funds opened new Burlington positions in Q3 2016 and 32 closed out, a net change of +21 holders.
  • The largest Burlington buyer in Q3 2016 was T. Rowe Price Associates, an estimated $102M added.
  • The largest Burlington seller in Q3 2016 was Adage Capital Partners, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2016.