We are live on ! Find out more
BURL icon

Burlington
BURL

386 hedge funds and large institutions have $10.4B invested in Burlington in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 142 increasing their positions, 145 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 40

12% more capital invested

Capital invested by funds: $9.35B → $10.4B (+$1.08B)

3% more funds holding

Funds holding: 375 → 386 (+11)

5% more call options, than puts

Call options by funds: $81.6M | Put options by funds: $77.4M

2% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 145

1.26% less ownership

Funds ownership: 103.73% → 102.47% (-1.3%)

8% less funds holding in top 10

Funds holding in top 10: 12 → 11 (-1)

Holders
386
Holders Change
+11
Holders Change %
+2.93%
% of All Funds
8.84%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
55
Increased
142
Reduced
145
Closed
40
Calls
$81.6M
Puts
$77.4M
Net Calls
+$4.12M
Net Calls Change
-$155M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M
2
Renaissance Technologies
Renaissance Technologies
New York
+$115M
3
William Blair Investment Management
William Blair Investment Management
Illinois
+$88.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$76.1M
5
Marshall Wace
Marshall Wace
United Kingdom
+$65.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$118M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$114M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$80M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$78.3M
5
EAM
Eagle Asset Management
Florida
-$72.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIMG
51
Stephens Investment Management Group
Texas
$47.6M -$1.63M -11,423 -4%
WCM
52
Wedge Capital Management
North Carolina
$46.3M -$12.9M -90,300 -23%
Allianz Asset Management
53
Allianz Asset Management
Germany
$46.3M +$2.4M +16,865 +6%
Charles Schwab
54
Charles Schwab
California
$46.2M +$3.03M +21,269 +7%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$43.2M +$2.98M +20,962 +8%
Franklin Resources
56
Franklin Resources
California
$42.7M +$37.4K +263 +0.1%
CC
57
Carbonado Capital
New York
$41.4M -$7.12M -50,000 -15%
Westfield Capital Management
58
Westfield Capital Management
Massachusetts
$41.3M -$1.35M -9,506 -3%
JP Morgan Chase
59
JP Morgan Chase
New York
$38.4M -$2.26M -15,845 -6%
Artisan Partners
60
Artisan Partners
Wisconsin
$38.3M -$5.04M -35,442 -12%
BCM
61
Bridgeway Capital Management
Texas
$38.1M +$71.2K +500 +0.2%
SC
62
Shellback Capital
Massachusetts
$37.6M -$1.42M -10,000 -4%
HI
63
HBK Investments
Texas
$37.2M +$11.7M +82,393 +50%
Janus Henderson Group
64
Janus Henderson Group
United Kingdom
$37.2M +$11.2M +78,479 +47%
PCM
65
Peregrine Capital Management
Minnesota
$36.5M -$1.88M -13,214 -5%
Prudential Financial
66
Prudential Financial
New Jersey
$35.9M +$798K +5,607 +2%
WRF
67
Waddell & Reed Financial
Kansas
$35.8M -$28.8M -202,450 -46%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$35M -$2.95M -20,753 -8%
AAM
69
Ardevora Asset Management
United Kingdom
$34.3M -$17.8M -124,832 -35%
SO
70
STRS Ohio
Ohio
$31.5M +$271K +1,901 +0.9%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$31.3M +$20.9M +147,017 +240%
TA
72
Teachers Advisors
New York
$31M -$289K -2,028 -1%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$30.7M -$2.09M -14,695 -7%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$30.6M -$966K -6,784 -3%
CGM
75
Capital Growth Management
Massachusetts
$30.1M +$28.5M +200,000 New
1 2
3
4 5

BURL Hedge Fund Activity: Q2 2018 in Review

386 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q2 2018, worth a combined $10.4B — up 12% from $9.35B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BURL positions and 40 closed out — a net gain of 15 holders — while 142 added to existing stakes and 145 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $139M. The largest seller was Citadel Advisors, cutting an estimated $118M.

  • 386 institutional investors held Burlington (BURL) as of Q2 2018, up from 375 in Q1 2018.
  • Funds reported $10.4B of Burlington stock for Q2 2018, up 12% quarter-over-quarter.
  • 55 funds opened new Burlington positions in Q2 2018 and 40 closed out, a net change of +15 holders.
  • The largest Burlington buyer in Q2 2018 was Fidelity Investments, an estimated $139M added.
  • The largest Burlington seller in Q2 2018 was Citadel Advisors, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2018.