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.
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
Top Buyers
Top Sellers
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$430M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$209M |
| 3 |
SCM
Steadfast Capital Management
New York
|
-$188M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$83.9M |
| 5 |
BlackRock
New York
|
-$79.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
501
Two Sigma Investments
New York
| – | -$238K | -1,138 | Closed |
|
|
ER
502
Enlightenment Research
Miami,
Florida
| – | -$220K | -1,100 | Closed |
|
|
CG
503
Cutler Group
San Francisco,
California
| – | -$139K | -700 | Closed |
|
504
Walleye Capital
New York
| – | -$139K | -665 | Closed |
|
|
HCM
505
Hilton Capital Management
Garden City,
New York
| – | -$111K | -555 | Closed |
|
|
KWA
506
KCS Wealth Advisory
Los Angeles,
California
| – | -$40K | -200 | Closed |
|
|
CCA
507
Catalyst Capital Advisors
Huntington,
New York
| – | -$29K | -145 | Closed |
|
|
UCFA
508
United Capital Financial Advisors
Irving,
Texas
| – | -$8K | -40 | Closed |
|
|
CFA
509
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$2K | -11 | Closed |
|
|
TRCT
510
Tower Research Capital (TRC)
New York
| – | -$1K | -4 | Closed |
|
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.