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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
ACM
401
Allred Capital Management
Texas
$18.2K +$16.7K +80 New
PFBT
402
Parkside Financial Bank & Trust
Missouri
$18K +$16.1K +77 New
MSE
403
MUFG Securities EMEA
United Kingdom
$17K -$5.94M -28,400 -100%
BFEC
404
Benjamin F. Edwards & Company
Missouri
$17K – – –
TPCW
405
TD Private Client Wealth
New York
$16.9K +$15.5K +74 New
MAM
406
Meeder Asset Management
Ohio
$15K -$48.7K -233 -78%
CB
407
CNB Bank
Pennsylvania
$15K – – –
FRA
408
Front Row Advisors
California
$15K – – –
RFA
409
Reilly Financial Advisors
California
$15K – – –
WAP
410
Wealthcare Advisory Partners
Pennsylvania
$15K – – –
GRP
411
Global Retirement Partners
California
$14K -$5.02K -24 -28%
LF
412
Lee Financial
Texas
$14K – – –
DI
413
Disciplined Investments
Oklahoma
$14K +$12.5K +60 New
AIM
414
AIA Investment Management
Singapore
$13K – – –
CFGS
415
Concourse Financial Group Securities
Alabama
$13K +$3.76K +18 +46%
CAW
416
Cornerstone Advisors (Washington)
Washington
$12K +$1.04K +5 +11%
BBHC
417
Brown Brothers Harriman & Co
New York
$11K -$209 -1 -2%
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
HFS
419
HBC Financial Services
Washington
$9K +$8.36K +40 New
FHA
420
Flagship Harbor Advisors
Massachusetts
$8K – – –
FPS
421
Fieldpoint Private Securities
Connecticut
$8K +$1.25K +6 +21%
LC
422
Lindbrook Capital
California
$8K +$3.55K +17 +89%
HGWM
423
Harvest Group Wealth Management
Massachusetts
$7K -$627 -3 -9%
CI
424
CX Institutional
Indiana
$7K – – –
EFSCE
425
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
15 16
17
18 19

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.