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Burlington
BURL

407 hedge funds and large institutions have $11.3B invested in Burlington in 2018 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 142 increasing their positions, 153 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 50

8% more capital invested

Capital invested by funds: $10.4B → $11.3B (+$864M)

5% more funds holding

Funds holding: 386 → 407 (+21)

0.19% more ownership

Funds ownership: 102.47% → 102.66% (+0.19%)

7% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 153

36% less call options, than puts

Call options by funds: $88.7M | Put options by funds: $139M

45% less funds holding in top 10

Funds holding in top 10: 11 → 6 (-5)

Holders
407
Holders Change
+21
Holders Change %
+5.44%
% of All Funds
9.3%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.14%
New
74
Increased
142
Reduced
153
Closed
50
Calls
$88.7M
Puts
$139M
Net Calls
-$50.6M
Net Calls Change
-$54.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$132M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$108M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$105M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$78.2M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$59.4M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
-$168M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$155M
3
Renaissance Technologies
Renaissance Technologies
New York
-$78.5M
4
Morgan Stanley
Morgan Stanley
New York
-$64.3M
5
Millennium Management
Millennium Management
New York
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$26.9M +$1.42M +8,903 +6%
SC
77
Shellback Capital
Massachusetts
$26.9M -$13.6M -85,000 -34%
N
78
Nuveen
North Carolina
$26.8M +$5.17M +32,422 +25%
ORI
79
Oak Ridge Investments
Illinois
$26.6M -$2.85M -17,879 -10%
CC
80
Carbonado Capital
New York
$26.4M -$18.1M -113,244 -41%
Federated Hermes
81
Federated Hermes
Pennsylvania
$25.5M +$15.7M +98,141 +169%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.5M -$1.35M -8,485 -5%
SPPAM
83
Summit Partners Public Asset Management
Massachusetts
$23.9M +$6.67M +41,771 +40%
Capital Fund Management (CFM)
84
Capital Fund Management (CFM)
France
$23.7M +$11.1M +69,564 +92%
WRF
85
Waddell & Reed Financial
Kansas
$23.2M -$15.2M -95,350 -40%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$21.9M -$2.47M -15,500 -10%
First Trust Advisors
87
First Trust Advisors
Illinois
$20.9M -$3.42M -21,452 -14%
CM
88
Castleark Management
Illinois
$20.6M +$11.6M +72,730 +136%
Lazard Asset Management
89
Lazard Asset Management
New York
$20.5M +$8.49M +53,210 +73%
Point72 Asset Management
90
Point72 Asset Management
Connecticut
$20.2M +$8.24M +51,667 +71%
Man Group
91
Man Group
United Kingdom
$20.2M +$1.72M +10,785 +10%
AAMU
92
Amundi Asset Management US
Massachusetts
$20.1M +$19.6M +123,068 New
California Public Employees Retirement System
93
California Public Employees Retirement System
California
$20M +$3.7M +23,200 +23%
CWM
94
CIBC World Markets
New York
$19.9M +$17.6M +110,100 +918%
Swiss National Bank
95
Swiss National Bank
Switzerland
$19.3M – – –
WHG
96
Westwood Holdings Group
Texas
$19.2M -$4.5M -28,201 -19%
BSA
97
Braun Stacey Associates
New York
$19.1M -$2.89M -18,107 -13%
RJA
98
Raymond James & Associates
Florida
$19M +$5M +31,347 +37%
FQ
99
First Quadrant
California
$18.2M +$5M +31,329 +39%
CI Investments Inc
100
CI Investments Inc
Ontario, Canada
$18M -$383K -2,400 -2%
2 3
4
5 6

BURL Hedge Fund Activity: Q3 2018 in Review

407 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q3 2018, worth a combined $11.3B — up 8.3% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new BURL positions and 50 closed out — a net gain of 24 holders — while 142 added to existing stakes and 153 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $132M. The largest seller was Two Sigma Investments, cutting an estimated $168M.

  • 407 institutional investors held Burlington (BURL) as of Q3 2018, up from 386 in Q2 2018.
  • Funds reported $11.3B of Burlington stock for Q3 2018, up 8.3% quarter-over-quarter.
  • 74 funds opened new Burlington positions in Q3 2018 and 50 closed out, a net change of +24 holders.
  • The largest Burlington buyer in Q3 2018 was Fidelity Investments, an estimated $132M added.
  • The largest Burlington seller in Q3 2018 was Two Sigma Investments, an estimated $168M sold.

Based on aggregated 13F filings for Q3 2018.