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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
AllianceBernstein
126
AllianceBernstein
Tennessee
$2.64M +$37.5K +700 +2%
DCM
127
Driehaus Capital Management
Illinois
$2.56M -$826K -15,396 -26%
Federated Hermes
128
Federated Hermes
Pennsylvania
$2.53M -$76.3K -1,423 -3%
SCM
129
Shelton Capital Management
Colorado
$2.52M +$2.28M +42,472 New
LCG
130
Lisanti Capital Growth
New York
$2.52M -$3.25M -60,535 -59%
SCM
131
Stevens Capital Management
Pennsylvania
$2.48M +$2.24M +41,734 New
GKIM
132
GW&K Investment Management
Massachusetts
$2.47M +$21.7K +405 +1%
Robeco Institutional Asset Management
133
Robeco Institutional Asset Management
Netherlands
$2.42M +$2.18M +40,731 New
First Trust Advisors
134
First Trust Advisors
Illinois
$2.37M +$6.76K +126 +0.3%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$2.36M +$2.1M +39,216 +7,720%
PG
136
PEAK6 Group
Illinois
$2.26M -$4.3M -80,201 -68%
CC
137
Cipher Capital
New York
$2.23M +$2.02M +37,600 New
Tudor Investment Corp
138
Tudor Investment Corp
Connecticut
$2.13M +$1.05M +19,636 +121%
ACI
139
AMP Capital Investors
Australia
$2.04M +$255K +4,757 +16%
Citigroup
140
Citigroup
New York
$2.03M -$6.01K -112 -0.3%
BIM
141
Bogle Investment Management
Massachusetts
$2.01M +$1.81M +33,800 New
UBS AM
142
UBS AM
Illinois
$1.98M +$792K +14,761 +80%
QSS
143
Quantitative Systematic Strategies
Florida
$1.94M +$1.75M +32,708 New
CAM
144
ClariVest Asset Management
California
$1.9M +$1.71M +31,972 New
NA
145
Navellier & Associates
Nevada
$1.88M -$576K -10,741 -25%
JIM
146
Jupiter Investment Management
United Kingdom
$1.79M +$1.62M +30,208 New
CCMH
147
Cornerstone Capital Management Holdings
New York
$1.75M -$2.67M -49,805 -63%
EGM
148
Engineers Gate Manager
New York
$1.7M +$1.53M +28,596 New
BNP Paribas Asset Management
149
BNP Paribas Asset Management
France
$1.7M +$246K +4,580 +19%
GC
150
Globeflex Capital
California
$1.7M +$1.53M +28,528 New

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.