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Burlington
BURL

462 hedge funds and large institutions have $15.3B invested in Burlington in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 134 increasing their positions, 190 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

10% more capital invested

Capital invested by funds: $13.9B → $15.3B (+$1.45B)

5% more funds holding

Funds holding: 441 → 462 (+21)

3.38% less ownership

Funds ownership: 104.95% → 101.57% (-3.4%)

29% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 190

56% less call options, than puts

Call options by funds: $119M | Put options by funds: $273M

Holders
462
Holders Change
+21
Holders Change %
+4.76%
% of All Funds
9.1%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
78
Increased
134
Reduced
190
Closed
49
Calls
$119M
Puts
$273M
Net Calls
-$154M
Net Calls Change
-$54.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$739M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$106M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$74.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$73.5M
5
PWAM
Park West Asset Management
California
+$41.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$430M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$209M
3
SCM
Steadfast Capital Management
New York
-$188M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$83.9M
5
BlackRock
BlackRock
New York
-$79.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
251
Johnson Investment Counsel
Ohio
$949K – – –
EA
252
Emerald Advisers
Pennsylvania
$946K -$732K -3,502 -46%
SMDAM
253
Sumitomo Mitsui DS Asset Management
Japan
$940K +$34.5K +165 +4%
VI
254
Versor Investments
New York
$935K -$857K -4,100 -50%
Korea Investment Corp
255
Korea Investment Corp
South Korea
$935K -$752K -3,600 -47%
BAM
256
Blueshift Asset Management
New Jersey
$933K +$855K +4,092 New
LTFS
257
Ladenburg Thalmann Financial Services
Florida
$896K +$36.4K +174 +5%
SAM
258
Shell Asset Management
Netherlands
$887K -$321K -1,536 -28%
AG
259
Advisor Group
Arizona
$887K +$15.5K +74 +2%
IB
260
Intrust Bank
Kansas
$870K -$5.02K -24 -0.6%
MOS
261
MGO One Seven
Ohio
$853K -$89K -426 -10%
HF
262
HRT Financial
New York
$852K -$104K -496 -12%
ACM
263
AlphaCrest Capital Management
New York
$834K -$109K -521 -12%
ZCA
264
Zeke Capital Advisors
Pennsylvania
$828K -$74.6K -357 -9%
Nisa Investment Advisors
265
Nisa Investment Advisors
Missouri
$814K -$3.13K -15 -0.4%
FMT
266
First Mercantile Trust
Tennessee
$811K -$59.4K -284 -7%
SSWM
267
Sheets Smith Wealth Management
North Carolina
$800K +$739K +3,534 New
DTL
268
Dynamic Technology Lab
Singapore
$794K +$288K +1,376 +65%
EOJOAM
269
E. Ohman J:or Asset Management
Sweden
$775K – – –
AI
270
AdvisorShares Investments
Maryland
$760K +$696K +3,332 New
DWA
271
Dorsey Wright & Associates
California
$760K +$696K +3,332 New
VI
272
Vestcor Inc
New Brunswick, Canada
$754K +$691K +3,307 New
Stifel Financial
273
Stifel Financial
Missouri
$697K +$260K +1,244 +69%
BCM
274
Brookstone Capital Management
Illinois
$685K -$10.5K -50 -2%
Daiwa Securities Group
275
Daiwa Securities Group
Japan
$673K – – –
9 10
11
12 13

BURL Hedge Fund Activity: Q4 2019 in Review

462 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2019, worth a combined $15.3B — up 10% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BURL positions and 49 closed out — a net gain of 29 holders — while 134 added to existing stakes and 190 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $739M. The largest seller was T. Rowe Price Associates, cutting an estimated $430M.

  • 462 institutional investors held Burlington (BURL) as of Q4 2019, up from 441 in Q3 2019.
  • Funds reported $15.3B of Burlington stock for Q4 2019, up 10% quarter-over-quarter.
  • 78 funds opened new Burlington positions in Q4 2019 and 49 closed out, a net change of +29 holders.
  • The largest Burlington buyer in Q4 2019 was Capital World Investors, an estimated $739M added.
  • The largest Burlington seller in Q4 2019 was T. Rowe Price Associates, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2019.