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Burlington

267 hedge funds and large institutions have $5.08B invested in Burlington in 2016 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 85 increasing their positions, 100 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 38

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

13% more capital invested

Capital invested by funds: $4.51B → $5.08B (+$570M)

8% more funds holding

Funds holding: 248267 (+19)

5.15% less ownership

Funds ownership: 111.55%106.4% (-5.2%)

15% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 100

18% less call options, than puts

Call options by funds: $89.7M | Put options by funds: $109M

Holders
267
Holders Change
+19
Holders Change %
+7.66%
% of All Funds
7.12%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
60
Increased
85
Reduced
100
Closed
38
Calls
$89.7M
Puts
$109M
Net Calls
-$19.4M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
26
Wellington Management Group
Massachusetts
$50.4M -$13.9M -236,810 -24%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$48.8M -$13.5M -230,241 -24%
CCI
28
Columbus Circle Investors
$45.9M +$7.07M +120,493 +21%
Norges Bank
29
Norges Bank
Norway
$43.8M +$3.9M +66,377 +11%
BFA
30
BlackRock Fund Advisors
California
$43.7M -$69.5M -1,184,453 -64%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$42.7M +$11.4M +194,100 +44%
CAM
32
Cortina Asset Management
Wisconsin
$42M -$265K -4,521 -0.7%
CC
33
Carbonado Capital
New York
$38.4M -$2.94M -50,000 -8%
SC
34
Shellback Capital
Massachusetts
$36.7M +$13.2M +225,000 +69%
Artisan Partners
35
Artisan Partners
Wisconsin
$36M +$1.56M +26,539 +5%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$33.7M +$2.82M +48,020 +10%
EAM
37
EverPoint Asset Management
Connecticut
$33.2M +$14.6M +247,892 +99%
JP Morgan Chase
38
JP Morgan Chase
New York
$30.3M -$4.78M -81,440 -15%
SAM
39
Scopus Asset Management
New York
$30M -$47.8M -814,194 -64%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$29.9M -$2.35M -40,021 -8%
Renaissance Technologies
41
Renaissance Technologies
New York
$28.8M +$10.4M +176,700 +69%
RCIM
42
Russell Clark Investment Management
United Kingdom
$28.7M +$4.58M +78,000 +22%
Morgan Stanley
43
Morgan Stanley
New York
$28.7M +$268K +4,566 +1%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$28.6M -$4.81M -81,991 -16%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$28.5M -$2.79M -47,439 -10%
IP
46
Interval Partners
New York
$28M +$24.6M +418,999 New
Deutsche Bank
47
Deutsche Bank
Germany
$25.1M +$12.5M +212,198 +129%
BCMNY
48
Buckingham Capital Management (New York)
New York
$25M +$352K +6,001 +2%
Northern Trust
49
Northern Trust
Illinois
$24.8M -$31.9M -543,924 -59%
EA
50
Emerald Advisers
Pennsylvania
$23.7M +$1.86M +31,740 +10%

BURL Hedge Fund Activity: Q2 2016 in Review

267 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q2 2016, worth a combined $5.08B — up 13% from $4.51B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BURL positions and 38 closed out — a net gain of 22 holders — while 85 added to existing stakes and 100 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $88.4M. The largest seller was Chartwell Investment Partners, cutting an estimated $71.7M.

  • 267 institutional investors held Burlington (BURL) as of Q2 2016, up from 248 in Q1 2016.
  • Funds reported $5.08B of Burlington stock for Q2 2016, up 13% quarter-over-quarter.
  • 60 funds opened new Burlington positions in Q2 2016 and 38 closed out, a net change of +22 holders.
  • The largest Burlington buyer in Q2 2016 was VOYA Investment Management, an estimated $88.4M added.
  • The largest Burlington seller in Q2 2016 was Chartwell Investment Partners, an estimated $71.7M sold.

Based on aggregated 13F filings for Q2 2016.