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Burlington

139 hedge funds and large institutions have $3B invested in Burlington in 2014 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,540% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $2.93M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

30% more capital invested

Capital invested by funds: $2.31B → $3B (+$689M)

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

13% more funds holding

Funds holding: 123139 (+16)

3.62% more ownership

Funds ownership: 97.74%101.36% (+3.6%)

Holders
139
Holders Change
+16
Holders Change %
+13.01%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
37
Increased
50
Reduced
41
Closed
21
Calls
$48.1M
Puts
$2.93M
Net Calls
+$45.2M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
51
EverPoint Asset Management
Connecticut
$3.92M +$2.05M +59,353 +152%
MCM
52
Munder Capital Management
Michigan
$3.87M +$2.92M +84,500 +669%
Charles Schwab
53
Charles Schwab
California
$3.84M +$508K +14,709 +18%
BA
54
BlackRock Advisors
Delaware
$3.67M -$209K -6,050 -6%
BIM
55
BlackRock Investment Management
Delaware
$3.62M -$45.7K -1,324 -1%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$3.45M +$2.74M +79,162 +1,059%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$3.35M +$104K +3,000 +4%
NFA
58
Nationwide Fund Advisors
Ohio
$2.84M +$1.7M +49,308 +224%
VAM
59
Visium Asset Management
New York
$2.74M +$533K +15,438 +29%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$2.11M +$20.7K +600 +1%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$2M -$506K -14,647 -23%
AllianceBernstein
62
AllianceBernstein
Tennessee
$2M -$259K -7,500 -13%
State of New Jersey Common Pension Fund D
63
State of New Jersey Common Pension Fund D
New Jersey
$1.99M
HI
64
HBK Investments
Texas
$1.94M -$1.73M -50,000 -51%
Morgan Stanley
65
Morgan Stanley
New York
$1.92M -$483K -13,966 -22%
SCM
66
Sterling Capital Management
North Carolina
$1.76M +$47.9K +1,387 +3%
RFC
67
Russell Frank Company
Washington
$1.75M -$1.82M -52,749 -55%
TA
68
Teachers Advisors
New York
$1.72M +$111K +3,200 +8%
RI
69
Redwood Investments
Massachusetts
$1.72M +$299K +8,664 +25%
WSA
70
Wall Street Associates
California
$1.62M +$1.4M +40,548 New
First Trust Advisors
71
First Trust Advisors
Illinois
$1.57M +$97.4K +2,819 +8%
BG
72
BlackRock Group
United Kingdom
$1.55M -$238K -6,900 -15%
COPPSERS
73
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.48M +$589K +17,060 +85%
Ameriprise
74
Ameriprise
Minnesota
$1.39M -$17.4M -502,895 -94%
GKIM
75
GW&K Investment Management
Massachusetts
$1.39M +$1.2M +34,860 New

BURL Hedge Fund Activity: Q3 2014 in Review

139 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q3 2014, worth a combined $3B — up 30% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new BURL positions and 21 closed out — a net gain of 16 holders — while 50 added to existing stakes and 41 trimmed.

The largest buyer was TimesSquare Capital Management, opening a new position worth an estimated $30.7M. The largest seller was Citadel Advisors, cutting an estimated $72.3M.

  • 139 institutional investors held Burlington (BURL) as of Q3 2014, up from 123 in Q2 2014.
  • Funds reported $3B of Burlington stock for Q3 2014, up 30% quarter-over-quarter.
  • 37 funds opened new Burlington positions in Q3 2014 and 21 closed out, a net change of +16 holders.
  • The largest Burlington buyer in Q3 2014 was TimesSquare Capital Management, an estimated $30.7M added.
  • The largest Burlington seller in Q3 2014 was Citadel Advisors, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2014.