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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
WSCM
326
Wellington Shields Capital Management
New York
$244K +$239K +1,500 New
V
327
Veritable
Delaware
$223K +$218K +1,368 New
Envestnet Asset Management
328
Envestnet Asset Management
Illinois
$222K -$888K -5,568 -80%
DWT
329
Dorsey & Whitney Trust
South Dakota
$211K -$24.7K -155 -11%
JMPWA
330
JP Morgan Private Wealth Advisors
California
$203K -$34.1K -214 -15%
CS
331
Comerica Securities
Michigan
$200K +$196K +1,230 New
HFM
332
Harvest Fund Management
China
$194K +$190K +1,190 New
APA
333
American Portfolios Advisors
New York
$191K -$19.5K -122 -9%
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$154K +$11.6K +73 +8%
YWP
335
YorkBridge Wealth Partners
New York
$151K -$10.7K -67 -7%
FWM
336
Focused Wealth Management
New York
$134K – – –
AF
337
Advisornet Financial
Minnesota
$132K – – –
H
338
Hexavest
Quebec, Canada
$109K +$107K +671 New
SF
339
Synovus Financial
Georgia
$106K +$74.2K +465 +245%
MOACM
340
Mutual of America Capital Management
New York
$98K – – –
JCM
341
JS Capital Management
New York
$98K +$95.7K +600 New
JA
342
JOYN Advisors
Georgia
$96K -$18.8K -118 -17%
TPWA
343
TRUE Private Wealth Advisors
Oregon
$94.2K +$92.2K +578 New
WAM
344
Wealthspire Advisors (Maryland)
Maryland
$92K +$14.7K +92 +19%
RCAG
345
Rehmann Capital Advisory Group
Michigan
$87.7K – – –
QT
346
Quantbot Technologies
New York
$73K -$4.18M -26,199 -98%
C
347
Cerebellum
California
$73K -$110K -691 -61%
AIL
348
AGF Investments LLC
Ontario, Canada
$71K -$8.46K -53 -11%
PHK
349
Point72 Hong Kong
Hong Kong
$68K +$66.7K +418 New
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$64K +$6.06K +38 +11%
12 13
14
15 16

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.