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Burlington

228 hedge funds and large institutions have $4.27B invested in Burlington in 2015 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 91 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

47% more capital invested

Capital invested by funds: $2.9B → $4.27B (+$1.37B)

44% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 63

27% more funds holding

Funds holding: 179228 (+49)

13.31% more ownership

Funds ownership: 82.28%95.59% (+13%)

5% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $15M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
228
Holders Change
+49
Holders Change %
+27.37%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
66
Increased
91
Reduced
63
Closed
17
Calls
$14.3M
Puts
$15M
Net Calls
-$764K
Net Calls Change
-$67M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
26
Waddell & Reed Financial
Kansas
$41M
Allianz Asset Management
27
Allianz Asset Management
Germany
$39.8M -$2.39M -44,496 -6%
BPM
28
Bronson Point Management
Connecticut
$38.9M +$10.4M +194,750 +42%
Point72 Asset Management
29
Point72 Asset Management
Connecticut
$38.5M +$34.7M +647,800 New
Morgan Stanley
30
Morgan Stanley
New York
$38.1M +$23.9M +446,127 +229%
SC
31
Shellback Capital
Massachusetts
$36.5M +$805K +15,000 +3%
TEC
32
Tiger Eye Capital
Tennessee
$35.2M -$8.02M -149,479 -20%
Bank of America
33
Bank of America
North Carolina
$34.6M +$16.2M +301,189 +107%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$33.5M +$30.2M +563,500 New
Millennium Management
35
Millennium Management
New York
$33.2M -$11.1M -206,051 -27%
B
36
Baird
Wisconsin
$32.2M +$29.1M +542,064 New
RIM
37
RS Investment Management
California
$32M -$5.27M -98,287 -15%
Wells Fargo
38
Wells Fargo
California
$31.8M +$15.9M +297,222 +125%
MCM
39
Melvin Capital Management
New York
$29.7M +$805K +15,000 +3%
MAA
40
Managed Account Advisors
New Jersey
$26.9M +$21.3M +397,719 +713%
BA
41
BlackRock Advisors
Delaware
$26.4M +$18.6M +346,230 +352%
1832 Asset Management
42
1832 Asset Management
Ontario, Canada
$25.2M +$16.9M +315,000 +291%
TC
43
Tyvor Capital
Illinois
$24.9M +$20.4M +380,496 +979%
Northern Trust
44
Northern Trust
Illinois
$24.8M +$5.01M +93,406 +29%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$23.4M +$5.69M +106,079 +37%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$23.3M +$19.4M +362,072 +1,219%
BCMNY
47
Buckingham Capital Management (New York)
New York
$23M -$842K -15,695 -4%
AL
48
AJO LP
Pennsylvania
$22.7M +$20.5M +381,590 New
CAM
49
Cortina Asset Management
Wisconsin
$22.5M -$672K -12,535 -3%
EAM
50
Eagle Asset Management
Florida
$21.1M +$19.1M +355,827 New

BURL Hedge Fund Activity: Q1 2015 in Review

228 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q1 2015, worth a combined $4.27B — up 47% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BURL positions and 17 closed out — a net gain of 49 holders — while 91 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $82.2M. The largest seller was Adage Capital Partners, cutting an estimated $107M.

  • 228 institutional investors held Burlington (BURL) as of Q1 2015, up from 179 in Q4 2014.
  • Funds reported $4.27B of Burlington stock for Q1 2015, up 47% quarter-over-quarter.
  • 66 funds opened new Burlington positions in Q1 2015 and 17 closed out, a net change of +49 holders.
  • The largest Burlington buyer in Q1 2015 was BlackRock Institutional Trust, an estimated $82.2M added.
  • The largest Burlington seller in Q1 2015 was Adage Capital Partners, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2015.