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Burlington

228 hedge funds and large institutions have $4.27B invested in Burlington in 2015 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 91 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 17

47% more capital invested

Capital invested by funds: $2.9B → $4.27B (+$1.37B)

44% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 63

27% more funds holding

Funds holding: 179228 (+49)

13.31% more ownership

Funds ownership: 82.28%95.59% (+13%)

5% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $15M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
228
Holders Change
+49
Holders Change %
+27.37%
% of All Funds
6.08%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
66
Increased
91
Reduced
63
Closed
17
Calls
$14.3M
Puts
$15M
Net Calls
-$764K
Net Calls Change
-$67M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
76
Jacobs Levy Equity Management
New Jersey
$9.41M +$6.46M +120,350 +316%
Blackstone Inc
77
Blackstone Inc
New York
$9.27M +$8.37M +156,000 New
BG
78
BlackRock Group
United Kingdom
$9.25M +$6.16M +114,816 +281%
NFA
79
Nationwide Fund Advisors
Ohio
$9.23M +$3.87M +72,212 +87%
ERSOT
80
Employees Retirement System of Texas
Texas
$8.14M +$2.57M +48,000 +54%
AQR Capital Management
81
AQR Capital Management
Connecticut
$8.03M +$6.77M +126,272 +1,419%
NIP
82
Nicholas Investment Partners
California
$7.75M +$1.07M +20,020 +18%
Marshall Wace
83
Marshall Wace
United Kingdom
$7.57M -$8.32M -155,100 -55%
CCM
84
Cadian Capital Management
New York
$7.55M +$6.81M +127,022 New
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$7.54M -$10.7K -200 -0.2%
BJ
86
BlackRock Japan
Japan
$7.54M -$633K -11,806 -9%
EA
87
Emerald Advisers
Pennsylvania
$7.39M +$7.59M +141,569 New
HI
88
HBK Investments
Texas
$7.1M +$437K +8,153 +7%
LOAMU
89
Lombard Odier Asset Management (USA)
New York
$7.04M +$6.36M +118,480 New
PC
90
Pier Capital
Connecticut
$6.77M -$6.71M -125,148 -52%
ICRM
91
Insight Capital Research & Management
California
$6.66M +$6.01M +112,111 New
Fuller & Thaler Asset Management
92
Fuller & Thaler Asset Management
California
$6.4M -$225K -4,200 -4%
EMFAT
93
Emerald Mutual Fund Advisers Trust
Pennsylvania
$6.35M +$6.52M +121,630 New
Dimensional Fund Advisors
94
Dimensional Fund Advisors
Texas
$6.03M +$5.44M +101,471 New
FPCM
95
Fox Point Capital Management
New York
$5.94M +$5.36M +100,000 New
EAM
96
EverPoint Asset Management
Connecticut
$5.89M +$5.31M +99,062 New
PCM
97
Palisade Capital Management
New Jersey
$5.86M +$5.29M +98,694 New
California Public Employees Retirement System
98
California Public Employees Retirement System
California
$5.72M
AI
99
Axiom Investors
Connecticut
$5.69M +$5.14M +95,769 New
BlackRock
100
BlackRock
New York
$5.62M +$5.02M +93,581 +10,261%

BURL Hedge Fund Activity: Q1 2015 in Review

228 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q1 2015, worth a combined $4.27B — up 47% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BURL positions and 17 closed out — a net gain of 49 holders — while 91 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $82.2M. The largest seller was Adage Capital Partners, cutting an estimated $107M.

  • 228 institutional investors held Burlington (BURL) as of Q1 2015, up from 179 in Q4 2014.
  • Funds reported $4.27B of Burlington stock for Q1 2015, up 47% quarter-over-quarter.
  • 66 funds opened new Burlington positions in Q1 2015 and 17 closed out, a net change of +49 holders.
  • The largest Burlington buyer in Q1 2015 was BlackRock Institutional Trust, an estimated $82.2M added.
  • The largest Burlington seller in Q1 2015 was Adage Capital Partners, an estimated $107M sold.

Based on aggregated 13F filings for Q1 2015.