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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
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$1.96K – – –
PGC
402
Pacific Grove Capital
California
$1.63K +$1.6M +10,010 New
QI
403
QS Investors
New York
$1K -$506K -3,172 -100%
SFSIG
404
San Francisco Sentry Investment Group
California
$1K +$1.44K +9 New
FRA
405
Front Row Advisors
California
$18 – – –
Two Sigma Advisers
406
Two Sigma Advisers
New York
– -$155M -1,026,422 Closed
CGM
407
Capital Growth Management
Massachusetts
– -$30.1M -200,000 Closed
IP
408
Interval Partners
New York
– -$25.5M -160,100 Closed
NFAM
409
North Fourth Asset Management
New Jersey
– -$17M -112,670 Closed
ARTA
410
A.R.T. Advisors
New York
– -$14.2M -94,500 Closed
BIM
411
Bogle Investment Management
Massachusetts
– -$13.8M -91,946 Closed
Voloridge Investment Management
412
Voloridge Investment Management
Florida
– -$12M -79,807 Closed
QIM
413
Quantitative Investment Management
Virginia
– -$10.1M -67,200 Closed
SSA
414
Schonfeld Strategic Advisors
New York
– -$7.74M -51,400 Closed
NOCM
415
Night Owl Capital Management
Connecticut
– -$7.47M -49,630 Closed
SCA
416
Secor Capital Advisors
New York
– -$6.53M -43,398 Closed
SEC
417
Seven Eight Capital
New York
– -$5.4M -35,900 Closed
AIMCA
418
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$4.5M -29,900 Closed
QC
419
Quadrature Capital
United Kingdom
– -$2.5M -16,616 Closed
AIM
420
Assured Investment Management
New York
– -$2.4M -15,968 Closed
GAM
421
Gotham Asset Management
New York
– -$2.07M -13,749 Closed
EGM
422
Engineers Gate Manager
New York
– -$1.95M -12,932 Closed
DP
423
DSAM Partners
United Kingdom
– -$1.84M -12,224 Closed
OAM
424
Oxford Asset Management
United Kingdom
– -$1.83M -12,069 Closed
HCMT
425
Highland Capital Management (Tennessee)
Tennessee
– -$1.58M -10,530 Closed
15 16
17
18 19

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.