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Burlington
BURL

427 hedge funds and large institutions have $11.1B invested in Burlington in 2018 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 141 increasing their positions, 158 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 6 → 15 (+9)

28% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 71

13% more call options, than puts

Call options by funds: $138M | Put options by funds: $122M

5% more funds holding

Funds holding: 407 → 427 (+20)

0.24% less ownership

Funds ownership: 102.66% → 102.42% (-0.24%)

2% less capital invested

Capital invested by funds: $11.3B → $11.1B (-$185M)

11% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 158

Holders
427
Holders Change
+20
Holders Change %
+4.91%
% of All Funds
9.51%
Holding in Top 10
15
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+150%
% of All Funds
0.33%
New
91
Increased
141
Reduced
158
Closed
71
Calls
$138M
Puts
$122M
Net Calls
+$16M
Net Calls Change
+$66.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$151M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$133M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$116M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$78.5M
5
TCM
TimesSquare Capital Management
New York
+$65.2M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$133M
2
Goldman Sachs
Goldman Sachs
New York
-$133M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$101M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$100M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$72.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
51
Wellington Management Group
Massachusetts
$47.9M +$33.3M +205,961 +232%
Arrowstreet Capital
52
Arrowstreet Capital
Massachusetts
$44.8M -$101M -626,898 -69%
Westfield Capital Management
53
Westfield Capital Management
Massachusetts
$43.4M +$350K +2,170 +0.8%
BCM
54
Bridgeway Capital Management
Texas
$42.9M +$2.03M +12,600 +5%
Swiss National Bank
55
Swiss National Bank
Switzerland
$42.7M +$23.2M +143,500 +121%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$42M +$15M +92,816 +56%
GKIM
57
GW&K Investment Management
Massachusetts
$40.6M +$709K +4,390 +2%
FAM
58
Fred Alger Management
New York
$35.4M +$5.74M +35,541 +20%
WCM
59
Wedge Capital Management
North Carolina
$35.4M +$1.52M +9,388 +5%
CAM
60
ClariVest Asset Management
California
$34.5M -$1.61M -9,954 -4%
Mirae Asset Global Investments
61
Mirae Asset Global Investments
South Korea
$33.8M +$4.81M +29,759 +17%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$33M -$4.02M -24,906 -11%
First Trust Advisors
63
First Trust Advisors
Illinois
$32M +$11.1M +68,686 +54%
UBS AM
64
UBS AM
Illinois
$31.8M +$20.1M +124,723 +176%
SOMRS
65
State of Michigan Retirement System
Michigan
$31.2M +$27.9M +172,800 +900%
SI
66
Scout Investments
Missouri
$30.7M +$30.5M +188,943 New
SAM
67
Scopus Asset Management
New York
$30.7M -$14M -86,399 -31%
SO
68
STRS Ohio
Ohio
$29.9M -$1.69M -10,448 -5%
RG
69
Renaissance Group
Kentucky
$29.6M +$29.4M +181,911 New
CM
70
Castleark Management
Illinois
$29.3M +$8.69M +53,806 +43%
TA
71
Teachers Advisors
New York
$29.1M -$3.31M -20,497 -10%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$28.5M -$2.41M -14,909 -8%
PCM
73
Peregrine Capital Management
Minnesota
$26.2M -$10.3M -63,549 -28%
ORI
74
Oak Ridge Investments
Illinois
$25.1M -$1.48M -9,196 -6%
BCMNY
75
Buckingham Capital Management (New York)
New York
$24.2M -$4.52M -28,000 -16%
1 2
3
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BURL Hedge Fund Activity: Q4 2018 in Review

427 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2018, worth a combined $11.1B — down 1.6% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BURL positions and 71 closed out — a net gain of 20 holders — while 141 added to existing stakes and 158 trimmed.

The largest buyer was BlackRock, adding an estimated $151M. The largest seller was Deutsche Bank, cutting an estimated $133M.

  • 427 institutional investors held Burlington (BURL) as of Q4 2018, up from 407 in Q3 2018.
  • Funds reported $11.1B of Burlington stock for Q4 2018, down 1.6% quarter-over-quarter.
  • 91 funds opened new Burlington positions in Q4 2018 and 71 closed out, a net change of +20 holders.
  • The largest Burlington buyer in Q4 2018 was BlackRock, an estimated $151M added.
  • The largest Burlington seller in Q4 2018 was Deutsche Bank, an estimated $133M sold.

Based on aggregated 13F filings for Q4 2018.