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Burlington
BURL

407 hedge funds and large institutions have $11.3B invested in Burlington in 2018 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 142 increasing their positions, 153 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 50

8% more capital invested

Capital invested by funds: $10.4B → $11.3B (+$864M)

5% more funds holding

Funds holding: 386 → 407 (+21)

0.19% more ownership

Funds ownership: 102.47% → 102.66% (+0.19%)

7% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 153

36% less call options, than puts

Call options by funds: $88.7M | Put options by funds: $139M

45% less funds holding in top 10

Funds holding in top 10: 11 → 6 (-5)

Holders
407
Holders Change
+21
Holders Change %
+5.44%
% of All Funds
9.3%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.14%
New
74
Increased
142
Reduced
153
Closed
50
Calls
$88.7M
Puts
$139M
Net Calls
-$50.6M
Net Calls Change
-$54.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$132M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$108M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$105M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$78.2M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$59.4M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
-$168M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$155M
3
Renaissance Technologies
Renaissance Technologies
New York
-$78.5M
4
Morgan Stanley
Morgan Stanley
New York
-$64.3M
5
Millennium Management
Millennium Management
New York
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
301
Meeder Asset Management
Ohio
$368K -$632K -3,961 -64%
TSS
302
Two Sigma Securities
New York
$365K +$358K +2,242 New
MOS
303
MGO One Seven
Ohio
$365K +$358K +2,245 New
CB
304
Commerce Bank
Missouri
$364K +$58.2K +365 +20%
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$361K +$227K +1,422 +179%
Daiwa Securities Group
306
Daiwa Securities Group
Japan
$342K +$95.7K +600 +40%
HF
307
HRT Financial
New York
$337K +$330K +2,071 New
AGM
308
Alpine Global Management
New York
$320K +$313K +1,962 New
PTC
309
Petrus Trust Company
Texas
$317K -$63.5K -398 -17%
FNBOH
310
First National Bank of Hutchinson
Kansas
$311K +$304K +1,906 New
FNBOO
311
First National Bank of Omaha
Nebraska
$309K +$49.9K +313 +20%
VF
312
Virtu Financial
New York
$304K +$77.1K +483 +35%
Rafferty Asset Management
313
Rafferty Asset Management
New York
$294K +$288K +1,807 New
FRM
314
Fox Run Management
Connecticut
$288K +$282K +1,769 New
MAM
315
Marquette Asset Management
Minnesota
$283K +$277K +1,737 New
VAM
316
Visionary Asset Management
Texas
$279K -$1.75K -11 -0.6%
BCM
317
Brookstone Capital Management
Illinois
$278K +$273K +1,709 New
WS
318
Wedbush Securities
California
$276K +$270K +1,694 New
Manulife (Manufacturers Life Insurance)
319
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$274K -$189K -1,187 -41%
AWM
320
Avior Wealth Management
Nebraska
$272K – – –
AIG
321
American International Group
New York
$263K – – –
CTC
322
Central Trust Company
Missouri
$260K +$203K +1,270 +388%
CA
323
Calton & Associates
Florida
$257K -$8.14K -51 -3%
JIP
324
Jaffetilchin Investment Partners
Florida
$248K -$168K -1,051 -41%
OTC
325
Opera Trading Capital
France
$244K +$239K +1,500 New
11 12
13
14 15

BURL Hedge Fund Activity: Q3 2018 in Review

407 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q3 2018, worth a combined $11.3B — up 8.3% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new BURL positions and 50 closed out — a net gain of 24 holders — while 142 added to existing stakes and 153 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $132M. The largest seller was Two Sigma Investments, cutting an estimated $168M.

  • 407 institutional investors held Burlington (BURL) as of Q3 2018, up from 386 in Q2 2018.
  • Funds reported $11.3B of Burlington stock for Q3 2018, up 8.3% quarter-over-quarter.
  • 74 funds opened new Burlington positions in Q3 2018 and 50 closed out, a net change of +24 holders.
  • The largest Burlington buyer in Q3 2018 was Fidelity Investments, an estimated $132M added.
  • The largest Burlington seller in Q3 2018 was Two Sigma Investments, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2018.