We are live on ! Find out more
BURL icon

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
RCP
151
Rothschild Capital Partners
New York
$5.72M – – –
Acadian Asset Management
152
Acadian Asset Management
Massachusetts
$5.62M +$312K +1,954 +6%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$5.56M -$985K -6,176 -15%
SMDAM
154
Sumitomo Mitsui DS Asset Management
Japan
$5.56M -$985K -6,176 -15%
SIM
155
Spark Investment Management
New York
$5.55M – – –
SB
156
Suntrust Banks
Georgia
$5.4M +$481K +3,013 +10%
AL
157
AJO LP
Pennsylvania
$5.25M +$2.12M +13,291 +70%
GC
158
Guggenheim Capital
Illinois
$5.24M -$2.74M -17,163 -35%
PCM
159
Penn Capital Management
Pennsylvania
$5.21M -$3.64M -22,813 -68%
LPL Financial
160
LPL Financial
California
$5.19M +$16.9K +106 +0.3%
CEP
161
Chicago Equity Partners
Illinois
$4.93M -$2.2M -13,785 -31%
HAI
162
Hennessy Advisors Inc
California
$4.86M -$160K -1,000 -3%
Treasurer of the State of North Carolina
163
Treasurer of the State of North Carolina
North Carolina
$4.77M +$2.28M +14,302 +96%
Nordea Investment Management
164
Nordea Investment Management
Sweden
$4.7M +$961K +6,022 +26%
SG Americas Securities
165
SG Americas Securities
New York
$4.62M +$4.35M +27,265 +2,470%
Credit Agricole
166
Credit Agricole
France
$4.56M +$1.6M +10,000 +56%
AIA
167
Avalon Investment & Advisory
Texas
$4.56M +$308K +1,930 +7%
OAM
168
Oberweis Asset Management
Illinois
$4.45M -$7.2M -45,150 -62%
CIC
169
Chase Investment Counsel
Virginia
$4.45M -$94.8K -594 -2%
SEI Investments
170
SEI Investments
Pennsylvania
$4.32M -$2.66M -16,647 -39%
CIBC Asset Management
171
CIBC Asset Management
Ontario, Canada
$4.3M -$174K -1,090 -4%
MCIM
172
Meadow Creek Investment Management
Georgia
$4.12M +$3.02M +18,904 +296%
CGM
173
Centenus Global Management
New York
$4.07M +$3.99M +25,000 New
JG
174
Jefferies Group
New York
$4.03M +$2.72M +17,034 +221%
DekaBank Deutsche Girozentrale
175
DekaBank Deutsche Girozentrale
Germany
$3.94M +$969K +6,075 +34%
5 6
7
8 9

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.