We are live on ! Find out more
BURL icon

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
FIA
351
FNY Investment Advisers
New York
$228K +$209K +1,000 New
CAN
352
Claraphi Advisory Network
United States
$226K -$3.76K -18 -2%
DILIC
353
Dai-ichi Life Insurance Company
Japan
$222K +$203K +973 New
IRF
354
IBM Retirement Fund
New York
$217K +$199K +953 New
I
355
IberiaBank
Louisiana
$214K +$196K +937 New
MA
356
MANA Advisors
New York
$213K -$16.7K -80 -8%
Robeco Institutional Asset Management
357
Robeco Institutional Asset Management
Netherlands
$210K – – –
GH
358
GAM Holding
Switzerland
$209K -$221K -1,058 -54%
PTC
359
Petrus Trust Company
Texas
$208K +$190K +910 New
Rafferty Asset Management
360
Rafferty Asset Management
New York
$204K +$187K +893 New
SI
361
Stephens Inc
Arkansas
$170K -$436K -2,087 -74%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$166K -$1.67K -8 -1%
LIA
363
LS Investment Advisors
Michigan
$149K – – –
AP
364
Advisors Preferred
Maryland
$140K +$129K +616 New
SF
365
Synovus Financial
Georgia
$121K +$2.09K +10 +2%
OSAM
366
O'Shaughnessy Asset Management
Connecticut
$115K -$248K -1,185 -70%
Acadian Asset Management
367
Acadian Asset Management
Massachusetts
$115K +$106K +507 New
QCG
368
Quadrant Capital Group
Ohio
$113K – – –
FHA
369
First Horizon Advisors
Tennessee
$109K – – –
SG Americas Securities
370
SG Americas Securities
New York
$106K -$227K -1,085 -70%
WHG
371
Westwood Holdings Group
Texas
$105K -$2.51K -12 -3%
SMFS
372
Squar Milner Financial Services
California
$92K +$84.4K +404 New
LS
373
Livforsakringsbolaget Skandia
Sweden
$91K -$41.8K -200 -33%
JIR
374
James Investment Research
Ohio
$83K +$76.3K +365 New
HFM
375
Harvest Fund Management
China
$82K +$76.3K +365 New
13 14
15
16 17

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.