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Burlington
BURL

462 hedge funds and large institutions have $15.3B invested in Burlington in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 134 increasing their positions, 190 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 49

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

10% more capital invested

Capital invested by funds: $13.9B → $15.3B (+$1.45B)

5% more funds holding

Funds holding: 441 → 462 (+21)

3.38% less ownership

Funds ownership: 104.95% → 101.57% (-3.4%)

29% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 190

56% less call options, than puts

Call options by funds: $119M | Put options by funds: $273M

Holders
462
Holders Change
+21
Holders Change %
+4.76%
% of All Funds
9.1%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.28%
New
78
Increased
134
Reduced
190
Closed
49
Calls
$119M
Puts
$273M
Net Calls
-$154M
Net Calls Change
-$54.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$739M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$106M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$74.9M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$73.5M
5
PWAM
Park West Asset Management
California
+$41.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$430M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$209M
3
SCM
Steadfast Capital Management
New York
-$188M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$83.9M
5
BlackRock
BlackRock
New York
-$79.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
76
Wedge Capital Management
North Carolina
$32.1M -$10.8M -51,624 -27%
CC
77
Chicago Capital
Illinois
$30.2M -$5.02K -24 -0%
SAM
78
Scopus Asset Management
New York
$30.1M -$29.5M -141,182 -52%
Macquarie Group
79
Macquarie Group
Australia
$29.7M +$20.9M +99,991 +329%
Mirae Asset Global Investments
80
Mirae Asset Global Investments
South Korea
$28.9M -$496K -2,375 -2%
Voloridge Investment Management
81
Voloridge Investment Management
Florida
$28.7M +$5.44M +26,049 +26%
AQR Capital Management
82
AQR Capital Management
Connecticut
$28.3M +$17.2M +82,364 +197%
Lazard Asset Management
83
Lazard Asset Management
New York
$28M +$6.03M +28,844 +31%
PCM
84
Peregrine Capital Management
Minnesota
$27.3M -$289K -1,385 -1%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$26.8M -$4.58M -21,928 -16%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$26.7M +$1.85M +8,849 +8%
PCM
87
Palisade Capital Management
New Jersey
$26.7M -$333K -1,592 -1%
Axa
88
Axa
France
$26.3M +$10.7M +51,400 +80%
SC
89
Shellback Capital
Massachusetts
$26.2M -$25.3M -121,001 -51%
CI Investments Inc
90
CI Investments Inc
Ontario, Canada
$26.2M -$269K -1,285 -1%
TD Asset Management
91
TD Asset Management
Ontario, Canada
$25.7M -$2.56M -12,228 -10%
WorldQuant Millennium Advisors
92
WorldQuant Millennium Advisors
New York
$25.2M -$1.53M -7,303 -6%
National Pension Service
93
National Pension Service
South Korea
$24.7M +$22.6M +108,341 New
IG
94
Ithaka Group
Virginia
$24.3M -$7.64M -36,571 -26%
GLA
95
Great Lakes Advisors
Illinois
$23.3M +$203K +970 +1%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$21M +$1.04M +4,999 +6%
FAM
97
Fred Alger Management
New York
$20.9M -$6.57M -31,426 -26%
EPC
98
Emerson Point Capital
New York
$20.6M +$18.9M +90,372 New
EB
99
Eastern Bank
Massachusetts
$20.5M +$530K +2,537 +3%
Federated Hermes
100
Federated Hermes
Pennsylvania
$20M -$5.88M -28,153 -24%
2 3
4
5 6

BURL Hedge Fund Activity: Q4 2019 in Review

462 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Burlington (BURL) for Q4 2019, worth a combined $15.3B — up 10% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BURL positions and 49 closed out — a net gain of 29 holders — while 134 added to existing stakes and 190 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $739M. The largest seller was T. Rowe Price Associates, cutting an estimated $430M.

  • 462 institutional investors held Burlington (BURL) as of Q4 2019, up from 441 in Q3 2019.
  • Funds reported $15.3B of Burlington stock for Q4 2019, up 10% quarter-over-quarter.
  • 78 funds opened new Burlington positions in Q4 2019 and 49 closed out, a net change of +29 holders.
  • The largest Burlington buyer in Q4 2019 was Capital World Investors, an estimated $739M added.
  • The largest Burlington seller in Q4 2019 was T. Rowe Price Associates, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2019.