We are live on ! Find out more
BURL icon

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
AssetMark Inc
276
AssetMark Inc
California
$6K +$541 +7 +10%
Creative Planning
277
Creative Planning
Kansas
$6K +$2.94K +38 +103%
PCP
278
Proficio Capital Partners
Massachusetts
$4K
ACS
279
Archford Capital Strategies
Illinois
$3K -$3.09K -40 -50%
ASN
280
Advisory Services Network
Georgia
$3K
WA
281
WealthTrust-Arizona
Arizona
$3K +$2.55K +33 New
WTB
282
Washington Trust Bank
Washington
$3K +$3.09K +40 New
TWA
283
TCI Wealth Advisors
Arizona
$2K +$1.86K +24 New
HNB
284
Huntington National Bank
Ohio
$1K -$1K -13 -42%
QI
285
QS Investors
New York
$1K
WA
286
Winfield Associates
Ohio
$1K +$773 +10 New
GWM
287
Geneos Wealth Management
Colorado
$1K +$1.16K +15 New
SAM
288
Scopus Asset Management
New York
-$30M -450,179 Closed
ACP
289
Arrowgrass Capital Partners
United Kingdom
-$13.3M -200,000 Closed
QIM
290
Quantitative Investment Management
Virginia
-$5M -75,000 Closed
WMSA
291
Weiss Multi-Strategy Advisers
New York
-$4.23M -63,452 Closed
MCM
292
Moore Capital Management
New York
-$3.34M -50,000 Closed
LP
293
LMR Partners
United Kingdom
-$3.28M -49,200 Closed
Squarepoint
294
Squarepoint
New York
-$2.52M -37,765 Closed
LCM
295
Landscape Capital Management
New Jersey
-$2.24M -33,598 Closed
SCM
296
Shelton Capital Management
Colorado
-$2M -30,000 Closed
VAM
297
Visium Asset Management
New York
-$1.69M -25,393 Closed
SCM
298
Suffolk Capital Management
New York
-$1.6M -24,017 Closed
OAC
299
OMERS Administration Corp
Ontario, Canada
-$1.38M -20,700 Closed
BCM
300
BlueCrest Capital Management
Jersey
-$1.33M -19,879 Closed

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.