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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
BAMG
376
Brand Asset Management Group
Missouri
$14K +$13.6K +85 New
SMFS
377
Squar Milner Financial Services
California
$12K – – –
WIM
378
Westside Investment Management
California
$11.2K -$1.28K -8 -10%
OIA
379
OneDigital Investment Advisors
Kansas
$11K – – –
RFA
380
Reilly Financial Advisors
California
$11K – – –
WAP
381
Wealthcare Advisory Partners
Pennsylvania
$11K – – –
Carson Wealth (CWM LLC)
382
Carson Wealth (CWM LLC)
Nebraska
$11K +$4.31K +27 +64%
FDCDDQ
383
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K -$1.25M -7,821 -99%
ADL
384
Asset Dedication LLC
California
$10K -$24.6K -154 -71%
PCA
385
Providence Capital Advisors
North Carolina
$10K – – –
PCP
386
Proficio Capital Partners
Massachusetts
$8K – – –
SWMG
387
Signature Wealth Management Group
Georgia
$7K – – –
S
388
SignatureFD
Georgia
$5K -$72.3K -453 -93%
CHP
389
Cable Hill Partners
Oregon
$5K -$4.31K -27 -47%
ASN
390
Advisory Services Network
Georgia
$5K – – –
GRP
391
Global Retirement Partners
California
$5K – – –
APP
392
Avantax Planning Partners
Iowa
$5K +$4.63K +29 New
EFSCE
393
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$4.79K +30 New
CA
394
Centerpoint Advisors
Massachusetts
$4K – – –
TL
395
TrueWealth LLC
Georgia
$4K – – –
WSTAM
396
Wilbanks Smith & Thomas Asset Management
Virginia
$4K +$3.99K +25 New
EARNEST Partners
397
EARNEST Partners
Georgia
$3K – – –
GWM
398
Geneos Wealth Management
Colorado
$3K +$638 +4 +27%
MUAMU
399
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.93K +$2.87M +18,000 New
IFAM
400
Institutional & Family Asset Management
Colorado
$2K -$1.92K -12 -52%
14 15
16
17 18

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.