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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
Allianz Asset Management
51
Allianz Asset Management
Germany
$38.7M +$7.44M +60,255 +26%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$38.6M +$35.7M +288,855 +20,751%
Artisan Partners
53
Artisan Partners
Wisconsin
$38.6M -$4.5M -36,433 -11%
Charles Schwab
54
Charles Schwab
California
$38M +$467K +3,782 +1%
Westfield Capital Management
55
Westfield Capital Management
Massachusetts
$37.8M -$2.62M -21,219 -7%
Franklin Resources
56
Franklin Resources
California
$37.8M +$863K +6,988 +3%
JP Morgan Chase
57
JP Morgan Chase
New York
$36.1M -$69.6M -563,562 -68%
Dimensional Fund Advisors
58
Dimensional Fund Advisors
Texas
$35.4M -$1.48M -12,013 -4%
SC
59
Shellback Capital
Massachusetts
$34.6M
PCM
60
Peregrine Capital Management
Minnesota
$34M -$1.48M -11,961 -4%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$33.7M -$24.5K -198 -0.1%
BCM
62
Bridgeway Capital Management
Texas
$33.6M
ORI
63
Oak Ridge Investments
Illinois
$31.8M -$11.4M -91,889 -28%
Prudential Financial
64
Prudential Financial
New Jersey
$31M -$25.9M -209,938 -47%
AIM
65
Artemis Investment Management
United Kingdom
$30.4M -$15.9M -128,934 -36%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$29.1M -$859K -6,949 -3%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$28M -$2.66M -21,569 -9%
TA
68
Teachers Advisors
New York
$27.7M -$1.88M -15,180 -7%
SO
69
STRS Ohio
Ohio
$27.6M
MCM
70
Moore Capital Management
New York
$26.6M -$4.32M -35,000 -15%
JCM
71
Junto Capital Management
New York
$26.2M +$10.2M +82,266 +72%
PAM
72
Panagora Asset Management
Massachusetts
$26.1M -$4.22M -34,138 -15%
BCMNY
73
Buckingham Capital Management (New York)
New York
$25.6M -$80.4K -651 -0.3%
CI Investments Inc
74
CI Investments Inc
Ontario, Canada
$25.3M
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$24M +$315K +2,552 +1%

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.