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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
Twin Tree Management
426
Twin Tree Management
Texas
– -$1.28M -8,534 Closed
MF
427
Magnetar Financial
Illinois
– -$1.19M -7,912 Closed
Hudson Bay Capital Management
428
Hudson Bay Capital Management
Connecticut
– -$993K -6,600 Closed
AWE
429
Avidian Wealth Enterprises
Texas
– -$956K -6,348 Closed
Toronto Dominion Bank
430
Toronto Dominion Bank
Ontario, Canada
– -$617K -4,100 Closed
IR
431
Invictus RG
Bermuda
– -$547K -3,635 Closed
CA
432
Cynosure Advisors
Utah
– -$515K -3,421 Closed
AGA
433
Accuvest Global Advisors
Utah
– -$440K -2,924 Closed
Asset Management One
434
Asset Management One
Japan
– -$321K -2,110 Closed
CCIA
435
Campbell & Co Investment Adviser
Maryland
– -$301K -2,000 Closed
PP
436
Prudential plc
United Kingdom
– -$266K -1,766 Closed
IIA
437
IPG Investment Advisors
California
– -$257K -1,710 Closed
MC
438
Menta Capital
California
– -$238K -1,580 Closed
EBIM
439
Eagle Boston Investment Management
Massachusetts
– -$235K -1,562 Closed
Simplex Trading
440
Simplex Trading
Illinois
– -$236K -1,482 Closed
ZIM
441
Zacks Investment Management
Illinois
– -$220K -1,464 Closed
FMT
442
First Mercantile Trust
Tennessee
– -$164K -1,090 Closed
IUHSA
443
Itau Unibanco Holding S.A.
Brazil
– -$160K -1,063 Closed
CF
444
Centaurus Financial
California
– -$85K -567 Closed
Group One Trading
445
Group One Trading
Illinois
– -$89K -558 Closed
DZ Bank
446
DZ Bank
Germany
– -$82K -546 Closed
TCM
447
Tributary Capital Management
Nebraska
– -$52K -350 Closed
GT
448
Glenmede Trust
Pennsylvania
– -$16K -108 Closed
IWP
449
Icon Wealth Partners
Texas
– -$13K -89 Closed
BBHC
450
Brown Brothers Harriman & Co
New York
– -$8K -55 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.