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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
CC
101
Chicago Capital
Illinois
$17.4M +$4.32M +27,104 +34%
Jacobs Levy Equity Management
102
Jacobs Levy Equity Management
New Jersey
$17.3M +$3.15M +19,710 +23%
PPA
103
Parametric Portfolio Associates
Washington
$16.7M -$1.78M -11,177 -10%
California State Teachers Retirement System (CalSTRS)
104
California State Teachers Retirement System (CalSTRS)
California
$16.7M -$5.74K -36 -0%
JP Morgan Chase
105
JP Morgan Chase
New York
$16.5M -$24.5M -153,736 -60%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$16.4M +$10.8M +67,739 +202%
CCI
107
Columbus Circle Investors
$16.4M +$16.1M +100,933 New
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$15.9M -$17.7M -110,625 -53%
Robeco Institutional Asset Management
109
Robeco Institutional Asset Management
Netherlands
$15.8M -$31K -194 -0.2%
NC
110
Nicholas Company
Wisconsin
$15.2M +$10.4K +65 +0.1%
Barclays
111
Barclays
United Kingdom
$14.7M -$1.52M -9,533 -10%
Los Angeles Capital Management
112
Los Angeles Capital Management
California
$14.7M +$148K +927 +1%
Wellington Management Group
113
Wellington Management Group
Massachusetts
$14.5M +$5.38M +33,737 +61%
TD Asset Management
114
TD Asset Management
Ontario, Canada
$14.3M +$1.45M +9,100 +12%
DFO
115
Duquesne Family Office
New York
$14.3M +$14M +87,600 New
PCM
116
Palisade Capital Management
New Jersey
$13.4M -$419K -2,629 -3%
IG
117
Ithaka Group
Virginia
$12.8M -$858K -5,379 -6%
PMAM
118
Picton Mahoney Asset Management
Ontario, Canada
$12.8M -$1.76M -11,000 -12%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$12.7M -$1.44K -9 -0%
GLA
120
Great Lakes Advisors
Illinois
$12.6M -$1.1M -6,887 -8%
Public Sector Pension Investment Board (PSP Investments)
121
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.5M +$12.3M +76,800 New
Canada Life
122
Canada Life
Manitoba, Canada
$12.5M +$4.51M +28,278 +59%
CS
123
Credit Suisse
Switzerland
$12.4M +$411K +2,576 +3%
ERSOT
124
Employees Retirement System of Texas
Texas
$12.2M -$638K -4,000 -5%
UBS Group
125
UBS Group
Switzerland
$12.2M +$794K +4,976 +7%
3 4
5
6 7

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.