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Burlington

375 hedge funds and large institutions have $9.35B invested in Burlington in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 110 increasing their positions, 145 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more call options, than puts

Call options by funds: $199M | Put options by funds: $40.1M

108% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 38

11% more funds holding

Funds holding: 339375 (+36)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

8% more capital invested

Capital invested by funds: $8.63B → $9.35B (+$728M)

0.49% less ownership

Funds ownership: 104.22%103.73% (-0.49%)

24% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 145

Holders
375
Holders Change
+36
Holders Change %
+10.62%
% of All Funds
8.6%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.28%
New
79
Increased
110
Reduced
145
Closed
38
Calls
$199M
Puts
$40.1M
Net Calls
+$159M
Net Calls Change
-$97.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$85.4M +$34.7M +280,689 +78%
SAM
27
Scopus Asset Management
New York
$85.2M -$9.51M -77,000 -11%
Aberdeen Group
28
Aberdeen Group
United Kingdom
$83.8M -$6.13M -49,638 -7%
Norges Bank
29
Norges Bank
Norway
$81.2M +$6.32M +51,122 +9%
Jennison Associates
30
Jennison Associates
New York
$79.6M -$15M -121,260 -17%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$76.2M +$2.35M +18,997 +3%
Invesco
32
Invesco
Georgia
$67M -$4.59M -37,125 -7%
Lord, Abbett & Co
33
Lord, Abbett & Co
New Jersey
$66.7M +$6.87M +55,599 +12%
Ameriprise
34
Ameriprise
Minnesota
$65.2M -$1.45M -11,725 -2%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$62.9M +$18M +145,331 +44%
Bank of America
36
Bank of America
North Carolina
$62.2M -$5.01M -40,567 -8%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$60.2M -$22.5M -182,490 -29%
WRF
38
Waddell & Reed Financial
Kansas
$58.6M -$414K -3,350 -0.8%
MWNA
39
Marshall Wace North America
New York
$58.2M +$30.2M +244,194 +126%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$58.1M +$40.8M +329,922 +311%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$56.2M -$23.2M -188,040 -31%
Macquarie Group
42
Macquarie Group
Australia
$55.5M +$11.9M +96,257 +30%
TCIM
43
TIAA CREF Investment Management
New York
$53.2M -$3.82M -30,957 -7%
WCM
44
Wedge Capital Management
North Carolina
$53M +$15.9M +128,506 +48%
ClearBridge Investments
45
ClearBridge Investments
New York
$51.6M +$34.2K +277 +0.1%
GKIM
46
GW&K Investment Management
Massachusetts
$47.3M +$2.08M +16,813 +5%
AAM
47
Ardevora Asset Management
United Kingdom
$47M -$533K -4,315 -1%
Northern Trust
48
Northern Trust
Illinois
$45.1M +$774K +6,265 +2%
CC
49
Carbonado Capital
New York
$43.3M -$6.18M -50,000 -13%
SIMG
50
Stephens Investment Management Group
Texas
$43.2M +$165K +1,338 +0.4%

BURL Hedge Fund Activity: Q1 2018 in Review

375 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q1 2018, worth a combined $9.35B — up 8.4% from $8.63B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BURL positions and 38 closed out — a net gain of 41 holders — while 110 added to existing stakes and 145 trimmed.

The largest buyer was American Century Companies, adding an estimated $126M. The largest seller was Adage Capital Partners, cutting an estimated $128M.

  • 375 institutional investors held Burlington (BURL) as of Q1 2018, up from 339 in Q4 2017.
  • Funds reported $9.35B of Burlington stock for Q1 2018, up 8.4% quarter-over-quarter.
  • 79 funds opened new Burlington positions in Q1 2018 and 38 closed out, a net change of +41 holders.
  • The largest Burlington buyer in Q1 2018 was American Century Companies, an estimated $126M added.
  • The largest Burlington seller in Q1 2018 was Adage Capital Partners, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2018.