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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
WCM
451
Wealthcare Capital Management
Virginia
$2K +$1.46K +7 New
BL
452
Balentine LLC
Georgia
$2K +$1.67K +8 New
LWM
453
Lionsbridge Wealth Management
Florida
$2K +$1.88K +9 New
TSW
454
Thompson Siegel & Walmsley
Virginia
$2K +$2.09K +10 New
TI
455
tru Independence
Oregon
$2K +$2.09K +10 New
GWS
456
Glassman Wealth Services
Virginia
$1K – – –
PFGIA
457
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
SFSIG
458
San Francisco Sentry Investment Group
California
$1K – – –
ZB
459
Zions Bancorporation
Utah
$1K – – –
ADL
460
Asset Dedication LLC
California
$1K +$1.04K +5 New
ED
461
Exane Derivatives
France
$896 -$12.5K -60 -94%
N
462
Natixis
France
– -$77.7M -388,682 Closed
BCMNY
463
Buckingham Capital Management (New York)
New York
– -$20.2M -101,302 Closed
CLCM
464
Crawford Lake Capital Management
New Jersey
– -$16.7M -83,638 Closed
TRSOTSOK
465
Teachers Retirement System of the State of Kentucky
Kentucky
– -$10.8M -54,200 Closed
Bank of Nova Scotia
466
Bank of Nova Scotia
Ontario, Canada
– -$10.3M -51,406 Closed
Hudson Bay Capital Management
467
Hudson Bay Capital Management
Connecticut
– -$8.99M -45,000 Closed
ZDA
468
Zweig-DiMenna Associates
New York
– -$7.49M -37,500 Closed
Jacobs Levy Equity Management
469
Jacobs Levy Equity Management
New Jersey
– -$5.1M -25,517 Closed
BCM
470
Bayesian Capital Management
New York
– -$5.01M -25,100 Closed
QT
471
Quantbot Technologies
New York
– -$4.58M -22,914 Closed
SC
472
Samlyn Capital
New York
– -$3.84M -19,198 Closed
SAM
473
Silvercrest Asset Management
New York
– -$3.78M -18,936 Closed
MUAMU
474
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$3M -15,000 Closed
ARTA
475
A.R.T. Advisors
New York
– -$2.64M -13,200 Closed
17 18
19
20 21

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.