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Burlington

375 hedge funds and large institutions have $9.35B invested in Burlington in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 110 increasing their positions, 145 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $199M | Put options by funds: $40.1M

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

11% more funds holding

Funds holding: 339375 (+36)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more capital invested

Capital invested by funds: $8.63B → $9.35B (+$728M)

0.49% less ownership

Funds ownership: 104.22%103.73% (-0.49%)

24% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 145

Holders
375
Holders Change
+36
Holders Change %
+10.62%
% of All Funds
8.6%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.28%
New
79
Increased
110
Reduced
145
Closed
38
Calls
$199M
Puts
$40.1M
Net Calls
+$159M
Net Calls Change
-$97.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
351
Proficio Capital Partners
Massachusetts
$7K +$2.6K +21 +70%
ST
352
Smithfield Trust
Pennsylvania
$7K +$6.05K +49 New
VFA
353
Valeo Financial Advisors
Indiana
$7K +$6.18K +50 New
CCA
354
Catalyst Capital Advisors
New York
$7K +$6.67K +54 New
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$6K -$4.45K -36 -46%
SWMG
356
Signature Wealth Management Group
Georgia
$6K
AGA
357
Accuvest Global Advisors
Utah
$6K +$5.31K +43 New
GRP
358
Global Retirement Partners
California
$5K -$988 -8 -17%
SQA
359
Simon Quick Advisors
New Jersey
$5K
ASN
360
Advisory Services Network
Georgia
$4K -$17.5K -142 -82%
CTC
361
Central Trust Company
Missouri
$4K
PFGIA
362
Patriot Financial Group Insurance Agency
Massachusetts
$4K
ACS
363
Archford Capital Strategies
Illinois
$4K +$3.83K +31 New
EARNEST Partners
364
EARNEST Partners
Georgia
$3K
IWM
365
IHT Wealth Management
Illinois
$3K
TL
366
TrueWealth LLC
Georgia
$3K
IFAM
367
Institutional & Family Asset Management
Colorado
$3K +$2.84K +23 New
ZB
368
Zions Bancorporation
Utah
$3K +$2.96K +24 New
PFO
369
Pathstone Family Office
New Jersey
$2K +$1.73K +14 New
LWA
370
Lenox Wealth Advisors
New York
$2K +$1.85K +15 New
FMA
371
FNY Managed Accounts
New York
$2K +$2.72K +22 New
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$1.6K
PFBT
373
Parkside Financial Bank & Trust
Missouri
$1K
TG
374
TLP Group
Illinois
$1K +$494 +4 New
JIM
375
Jupiter Investment Management
United Kingdom
-$43.1M -350,064 Closed

BURL Hedge Fund Activity: Q1 2018 in Review

375 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q1 2018, worth a combined $9.35B — up 8.4% from $8.63B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BURL positions and 38 closed out — a net gain of 41 holders — while 110 added to existing stakes and 145 trimmed.

The largest buyer was American Century Companies, adding an estimated $126M. The largest seller was Adage Capital Partners, cutting an estimated $128M.

  • 375 institutional investors held Burlington (BURL) as of Q1 2018, up from 339 in Q4 2017.
  • Funds reported $9.35B of Burlington stock for Q1 2018, up 8.4% quarter-over-quarter.
  • 79 funds opened new Burlington positions in Q1 2018 and 38 closed out, a net change of +41 holders.
  • The largest Burlington buyer in Q1 2018 was American Century Companies, an estimated $126M added.
  • The largest Burlington seller in Q1 2018 was Adage Capital Partners, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2018.